Product and back office support

  • User interface / Personal Assistant

  • Intuitive user smart client interface (MS look and feel, virtualization support)
  • Flexible exports to Excel for ad hoc analyses
  • Customizable searchers and screen views
  • Multilingual
  • CRM and task-based workflow management
  • Notes, digital filing (drag & drop)
  • Letter library with barcode support for return letters
  • Digital “post office” (scan support) and mail robot
  • Financial process support

  • Insurance ledger
  • Realtime and batch financial processing, incl. scheduler
  • Automated credit management and direct debit “storno” processing
  • Excasso and “cash out” management
  • Flexible analyses, approval and authorization options on invoices and payment files
  • Hashing of payment files (SEPA)
  • Automated or manual (MT940/CAMT053) matching, incl. balancing
  • Manual correction bookings
  • Native payment options and various PSP integrations to support all possible payment options incl. direct debit, Ideal, credit cards, PayPal, pin, prepaid, among others.
  • Extensive financial reporting (scheduled or real time)
  • GDPR / AVG

  • Configurable data cleaning (automated)
  • Separated medical files
  • Batch imports

  • Batch import and conversion solution (standard project approach and tooling)
  • Product and portfolio rationalization and active renewal support
  • Claims

  • Flexible claim engines (coverage check, claim calculations and acceptance)
  • STP claim processes
  • Online claim forms support Claim reserves, multiple declarations / payments per claim
  • Linked claims
  • Role based claim handling and compliance
  • Third party integration (Schadegarant, Friss, Fish, Copliance lists, Axel, among others.)
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