PASS_Broker Evolution
PASS_Broker Evolution is the web management system, designed to meet all the operational needs of insurance intermediaries.
-
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 limitsFleet:
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.
Highlights
-
CUSTOMER CENTRALITY
Quick customer overview and easy data management
-
PAPERLESS
Supports the intermediary digitization process through Paperless mode
-
MODULAR MANAGEMENT
Progressive activation of the most suited modules depending on the needs of the intermediary
-
MULTI-CAPABILITIES
Multi-language management, Multi-Company, Multi-mandate, Multi-Currency and Multi-level commercial structure management
-
PRINTOUT TEMPLATES
Autonomous and personalized creation and management (logos, contents, ...) of printout templates necessary for the communication management
-
INTEGRATED SYSTEMS
Possibility of integration with third-party systems