Transactor OverviewPolicy Administration
The configuration and automation facilities available within the Transactor Policy Administration module are unrivalled.
Our users confirm that there are no other insurance software systems on the market that approach Transactor’s levels of functionality. Fully automated processes, or operator intervention at any stage, are simply configuration options, enabling the broker to drive out the cost in low value high volume products, and drive in the judgement for higher value business. The main functionality is described below.
Transactor
- Logging on to Transactor
- Searching for Clients
- Retrieving a quote via Transactor
View existing policy details
- Endorsements
- Refers and Declines
- Insurance Breakdown
- Add Notes
- Amending Client details
- Sending Documents
- Policy Excesses.
- Add Ons
- Add a quote to an existing client
Creating a new client
- Inputting risk details
- Input client Address details
- Occupation details
- Capture Telephone Details
- Marketing Details
- Add Claim Details
- Obtain a Quote
- Manually edit Premium
- Edit Commission
- Apply Discounts
- Save as Prospect
- Convert to policy
- Using the Requote option
- Taking payment by annual and monthly payments
Refers and Declines.
- Override an insurer Referral
- Add a Manual Endorsement
- Amend Excess
Clone aPolicy
Cancellations / Reinstatements
Adding Notes
Transactions
- Taking a Payment
- Viewing Transactions