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.