Thanks to the use of searching filters and a highly configurable and customizable platform, daily operations are simplified by providing to the intermediary the opportunity to stand-out the customer centricity in the insurance business.

PASS Broker Evolution allows the administration of the portfolio at 360 ° enabling the user to manage the Party, Policies, Claims and Technical Accounting Transactions; guaranteeing:

• Single view of the customer portfolio
• The compliance with current regulations
• The integration with all digital evolution
• The easy collaboration between all the players

Banking reconciliation:
The component allows automatic reconciliation of collections through the association of the Technical Accounting Transaction tracked in PASS Broker Evolution with the bank statement account, with notification and accurate reporting of the payments, reconciled or not.

Bonds:
Bank credit management, tenders and related compensation limits

Fleet:
Fleets management linked to a single policy. It allows to manage the inclusion and exclusion of applications during the policy validity.

Invoices:
The component allows to generate customer invoices to print the progressive document and it is integrated with the general accounting program PASS CoGe. The invoicing components include the automatic generation of invoice – issued on the policy for the creation of pro-forma invoices.