Management software for MGAs and Insurers
Underwriter Plus facilitates the efficient delivery and management of insurance products. Designed for MGAs and Insurers, it is a flexible end-to-end solution with a full feature set.
Its automated reporting and audit capabilities keep users in control. All installations share a single code base with monthly updates to ensure all our clients stay up to date. It is cloud hosted and accessible securely from any location.
MULTIPLE DATA SOURCES
Underwriter Plus supports multiple trading models including policy data transmitted via EDI message, imported via bordereau files, captured via direct integration with other systems via web services and entered manually including via our broker portal and B2B policy registration system.
SYSTEM INTEGRATION
Underwriter Plus can transmit and receive data to and from other systems. Multiple data exchange methods are supported including web services, XML, Excel / CSV, secure FTP, and industry standard formats such as the MID and EDI messages. Data exports are not based on fixed templates and can be set up quickly via our transfer engine.
AUDIT REPORTS
All key tasks carried out within Underwriter Plus are logged and the date and user saved so our clients always know who did what and when. Standard and exception reports can be generated for all tasks and daily transaction control reports can flag non-standard rates, manual RPs, MGA fees, large changes in claim costs, etc.
Key features and benefits…
BROKER ACCOUNTS
Underwriter Plus can produce broker statements and invoices at any frequency – monthly, fortnightly, weekly and even daily.
MOTOR INSURERS DATABASE
Underwriter Plus can post data to MID1 and MID2. The process is fully automated and has been posting efficiently for over 10 years.
BROKER MANAGEMENT SCREENS
With Underwriter Plus you have control over your brokers. Store key contact details, upload broker documentation, set commissions, etc.
BESPOKE REPORTS AND DECLARATIONS
With the data transfer engine, it’s possible to set up data exports in any format. Whatever you need to export a report can be set up for it.
ACCOUNTING EXTRACT FILES
Underwriter Plus can export policy transaction data in any format for import into third party accounting systems such as Xero and Sage.
IMPORT OF CLAIMS INCREMENTS
Underwriter Plus can integrate with your claims system and attach claims data to policy records. Increments can be imported automatically at any frequency.
CARRIER LOGIN FOR REMOTE AUDIT
Underwriter Plus has multiple user permission access levels. Read-only access can also be given to a carrier to allow remote audit of their policies.
B2B POLICY REGISTRATION PORTAL
Allow your brokers to record and manage their own polices via Underwriter Plus’s integrated broker system or policy registration portal.
IMPORT EXISTING HISTORIC DATA
Already have your data in another system? No problem, we can validate then batch import policies, payments, notes and documents.
FULLY HOSTED AND MANAGED
Scheme trader is a fully hosted solution. Our servers are located in UK data centres and backed up securely off-site to ensure that your data is safe.
REAL TIME MI
Using the Underwriter Plus report tab you can view up-to-date management information (MI) that is generated in real-time.
Feature not listed?
Can’t find the feature you’re looking for? No problem, Underwriter Plus is a flexible solution that can be adapted to fit in with bespoke requirements and processes. Features from Scheme Trader can also be incorporated within an Underwriter Plus installation. These include monthly policy support, online quote and buy, customer portal, bespoke question sets, multiple sub-schemes, fleet policy support, etc.
Find out more about Scheme Trader