System Interfaces
Experience in interfacing with the following systems, provided either by IPSI, the client company or a 3rd party
- Data entry and policy/client enquiry interfaces
- Quotation engines for Key Features production, premium calculation/validation or policy value projections
- Underwriting and disability scoring engines
- Customer databases for personal data retrieval and synchronising data on update (e.g address change)
- Banking system for verification of bank detail, balance checking and ordering of monies
- Financial reporting packages
- MI systems
System Main Functional Areas
The main functional areas within the integrated system include
- Client administration
- Including retention of money laundering details
- Proposal processing
- real-time quotation system calls
- Policy billing/credit control
- Policy maintenance
- system-scheduled internal transactions
- user-prompted external transactions
- Unit and investment accounting
- Multi-currency general ledger
- Agency and commission
