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.
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.
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…
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