We have 10 core modules that we can adapt to suit your particular needs.
These core modules can be integrated into an existing system, or used to set up a new system, to create multi-channel interactive services. These include setting up admin and user password access, creating documents, email response, marketing, customer self service and payments.
1. USER ADMINISTRATION – ACCESS & PERMISSIONS
Allows the setting up of admin users with login ID and password
- Password strength is set to PCI DSS compliant level with password change prompts which can be configured. Default setting is 45 days.
- Activate/deactivate option for Super Admin permission level.
- Audit reports on user login time and date
- Tracking of user activity throughout system
- Date/time stamp for queries run, records viewed, changes made, time in system.
2. DOCUMENTS AND PRINTING
Allows the creation of all documents using full WYSIWYG functionality.
- Documents can be produced in Word, PDF or Post Script format.
- Documents from templates with dynamic content or free form.
- Printing options include Local, Remote Print farm and remote customer
- Document reconciliation for large runs
- Electronic document option (locked PDF) included.
- Documents can be template formatted to include logo, header and footer as well as fonts and tables if required.
- Documents can be amended without programmer intervention
- E-secure document delivery either through embedded URL link within email with validation challenge, or secure customer profile area with login and password access
- Audit trail on document access and download
- Documents are archived securely on a storage server
- Duplicate documents are easily retrieved and dispatched
3. EMAIL & SMS MODULE
Configure Email and SMS
- Inbound and outbound SMS functions fully integrated into system.
- Auto confirmation SMS on policy inception or sale
- Can be tailored for any service trigger – details chase, payments etc.
- Automated Reminder SMS if selected.
- Import of customer and associated data to generate outbound
- Personalised messages
- Variable response channels – branch/phone/web
- Push or Pull messages
- Two dialogue interface if required
- STOP function for unwanted messages
- Comprehensive message delivery reports
- De dupe/incomplete numbers/inactive numbers report
4. MARKETING MODULE- UPGRADES, RENEWALS & REMINDERS
Automatically generates letters and emails for:
- Product / Service cross sell
- Product / Service add ons and upgrades
- Outstanding payments
- Documents/information required
- Request to contact branch/call centre
- Personalised, dynamic content.
- Enhances customer service function
5. CUSTOMER SELF SERVICE
Customers can log in to their account securely with a username and password
- Quote and Buy all products
- Ability to amend personal details
- Secure messaging to customer service representatives
- Self service upgrades
6. PAYMENTS ADJUSTMENTS
Functions allowing recalculation of charges
- Collection of payment/ refund function
- Creation of documents
- Adjustment of customer record
- Update legacy systems through XML web service
- Interface with legacy systems
7. REPORTS & MI
Extensive reports and Management Information module
- Configure reports by time period, sales channel, branch ID, agent
- Quotation, Sales reports
- Download in CSV or Excel format
- Reports available in real time
- MI application can be tailored to report on any business metrics
- Import of external data in real time by XML or batch CSV file.
- Ability to build and store custom queries
- Generation of custom reports
- Output in Excel, CSV or other formats as required
- Extensive graphics application for reports
- Ability to drill down to individual operator activity and performance.
8. THIRD PARTY WEB SERVICES
This module provides integrated lookup such as postcode
- XML web service
- Postcode lookup
- Bank verification
- Credit & debit card authorization
- PCI DSS compliant
- Direct debit
- Instalment payments with premium finance
- Customer records view
- Write off function – within parameters
- Debtor/Creditor reports
- Discretionary discounts function
- Payment slip correction
- Card payment reconciliation
9. PAYMENT MODULE
Customers can pay online with credit and debit cards
10. ACCOUNTS MODULE
This module deals with all the accounts and ledger services.