Brokers

What administration is required?

There are two distinct parts. The first covers the initial set-up of businesses, insurers and users; the latter includes all parties irrespective of their organization. A “client” program controls this function. It allows each department to set preferences for style, logos, housekeeping, email alerts and search criterion.

The second is browser based and controls the forms used to capture data. A generic template editor allows qualified users to create customised forms for each class of business. These can adopt standards that conform to those defined by ACORD.

Additionally the program can set the style, font, colour etc. for the web pages. These can follow the Broker’s corporate identity standards.