This analysis allowed to define a logical model of the data as well as the organizational model of the representative treatments and, throughout the updates, new features answering the evolutions of the business or of the computer systems.
THIRD PARTY
Global and detailed management of third parties: unique base with definition of a status to facilitate treatments and statistical exports. Simplified CRM application.
PAID / RECEIVED COMMISSIONS Definition of all commission and brokerage rates in a specific unit and on several levels. If need be, you will define the brokerages which you pay or those you receive.
FOLLOW-UP RELATION
Design of reminders to facilitate the follow-up of files with type of reminder, detail and alerts to the concerned partners.
PRINTINGS
Portfolios in PDF or Excel formats with many filters and options.
Word Mail Merge on big volum of data : reminder of unpayed premuims, requests to ask the client turnovers,…
Mailings and e-mailings.
BORDEREAUX
Accounting reports, triangular reports, reports according to Lloyd’s models,… more than twenty models
Steering tools: extraction of the instructed polices, the schedule, follow up customers...
THIRD PARTY
Global and detailed management of third parties: unique base with definition of a status to facilitate treatments and statistical exports. Simplified CRM application.
PAID / RECEIVED COMMISSIONS Definition of all commission and brokerage rates in a specific unit and on several levels. If need be, you will define the brokerages which you pay or those you receive.
FOLLOW-UP RELATION
Design of reminders to facilitate the follow-up of files with type of reminder, detail and alerts to the concerned partners.
PRINTINGS
Portfolios in PDF or Excel formats with many filters and options.
Word Mail Merge on big volum of data : reminder of unpayed premuims, requests to ask the client turnovers,…
Mailings and e-mailings.
BORDEREAUX
Accounting reports, triangular reports, reports according to Lloyd’s models,… more than twenty models
Steering tools: extraction of the instructed polices, the schedule, follow up customers...