INS2000+ The marine insurance system
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INS2000+ is a complete Marine Insurance System which consists of the client software modules and a server database. In a single user installation these modules could reside on the same machine (running Microsoft SQL Server or MSDE), but normally the server process runs on a dedicated machine in a traditionally two-tier client/server configuration.
Databases supported: Microsoft SQL Server 2005 / 2008 / 2008 R2 / MSDE (Desktop/Standard/Enterprise editions)
INS2000+ consists of the following modules:
Company Relation Management
This module gives the total overview of each company you work with, not only customers. This is why the name is Company Relation instead of Customer Relation. You will find addresses, phone- and faxnumbers, email-addresses, web-addresses, contact-persons, visits, company comments, user documents (mail, letter, fax, images, video etc.), system documents (Policy, Cover note, Bordereau etc.) and key-figures per company.
The module is integrated with Microsoft Office. When you want to send a mail you need only to click on the mail-icon on the company and a new mail is opened in Outlook automatically with the correct mail-address. When you send it, the mail will be automatically saved electronically on the company. Same possibilities with faxes, letters, travel-reports etc. Not only user-created documents but also system generated documents are electronically saved for each company. This gives you complete control of all correspondence with any company. Search facility for documents by wording, by document-type, by user and date. Printout of address labels on all or any company. Flexible search for Companies and Contacts.
Reference
This module gives the user maintenance possibilities for all the lookup tables in the system like Interest codes, Flag codes, Casualty codes, Currency codes etc. Further on you will find a lot of system-parameters that decide your usage of the system, and last but not least provides the possibilities to give each system-user special authority to the different modules (Display, Update, Delete or Non-authorities).
Quotation/Underwriting
In this module all insurance requests are registered and followed up to either accept, decline or no-order status. It is integrated with an external vessel-database to verify or get information about a single vessel or a whole fleet. Functionality for automatically renewal of whole fleets is included.
Different fleet statistics can be printed. Cumulation control to avoid insurance of same object several times. All accepted risks will automatically be followed up in the Documentation module where all documents for Assured and insurers/re-insurers are produced. By viewing a case in this module you will be able to see status of the risk, how far it has passed in the process of documentation, premium- and claim-handling and you will be able to see all information relevant to the risk without leaving this module.
Documentation
In this module all accepted risks are completed with all relevant information to produce the documents for Client/Assured (Policy/Cover note, Addendum, Debit/Credit Notes, Commission Notes) or Insurers/Re-insurers (Insurance Bordereau, Add Bordereau, Premium Bordereau) and Audit lists for all accounts.
Claim
In this module all claims reported are registered and followed up. All information about the claim can be electronically filed, so you can have a complete electronic file for each claim, with documents, pictures, video etc. All companies and persons connected to the case can be registered and evaluated. Claim-Advice, Claim-Bordereau is printed and saved electronically per claim and client. Collection of claim can be done in a different currency than the Policy currency. For each claim you can follow the historical changes because all changes are saved in originally sequence. Automatically view of all risk-data without leaving the claim-module.
Accounting (Payable and Receivable accounts)
In this module all accounts for premium, claims, commissions etc. (payable and receivable) are followed up. The Documentation and Claim-modules automatically update these accounts when closing premium or collection claim. Thereafter, this module allows you to mark items for payments (fully or partly). Monthly or quarterly statements can be produced and adjusted. Reminders for unpaid premium and claims can be printed. Automatically integration to Financial Accounting System. All currencies can be registrated with original amount and converted amount (your local currency).
Re-Insurance
In this module all re-insurance contracts are defined with layers and security to automatically be used in Quotation/Underwriting or Documentation. It takes care of Excess loss for both Treaty and Facultative business.
Electronic documents
All documents produced by the system will be saved electronically and can easily be found and displayed or re-printed or sent by mail in PDF-format. The module also keeps track of the return of signed Bordereaux, so you will be able to send reminders for Bordereaux not signed and returned. Flexible search for different documents by type, date, user, customer etc.