iBroker: Underwriting Module

Underwriting Module

The underwriting module has the following sub-modules:

  • Customers: Recording of customer details and printing statement, business summary and renewal schedule of all policies of the customer
  • Policies: Recording of insurance policy details and associated schedule (cover-note) details and printing of Risk-notes from the system
  • Invoicing: Recording and printing of invoices from the system and recording payments and balances for partial payments
  • Endorsements: Recording of endorsements (changes to ongoing policies and associated cover note details) and printing credit notes and invoices
  • Renewals: Recording renewals of existing policies
  • Claims: Recording of claims details, documents and actions
  • Renewal Letters: Printing of Renewal Alert Letters to be mailed to customers
Last Updated: Sunday, 01 May, 2011

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