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Number 1 for

Volume General
Insurance

Number 1 for

Scheme Software
and MGAs

Transactor Modular Insurance Solutions

Business Benefits with Transactor insurance industry software

Proven, reliable, and flexible, Transactor insurance industry software solutions bring far reaching benefits to your business operations:
 

Better Conversion Rates with Transactor Insurance call centre software

With Transactor, any line of business can be available in the insurance call-centre, and on the Web for 24/7 business opportunities. Any unconverted business from the Web can be picked up in the call-centre, and when appropriate the prospect can be contacted by an operator on an outbound call basis.
Different insurance schemes can be available in the call centre to give more options, and with appropriate authority the operator can override the premium as well as any endorsements or excesses that apply.
Online debit/credit card payments, third party credit schemes and broker instalment plans are all available online and in the call centre. Unlimited policy add-ons are available to ‘up-sell’ and common data is automatically transferred to a new line of business data capture for cross-selling opportunities.
The new business process can be totally automated, including the delivery of all policy documentation to the client, either by post or by email as a PDF. Where appropriate, aggregator interfaces are available for all lines of business.
 

Increased Business Retention with comprehensive MTA and renewals management

Panel re-broking at MTA is available to ensure the most competitive terms are made available. MTAs and renewals are available online to clients. Fully automated or manual re-broking at renewal is available with the option to post premiums/terms to your website for online take up with document download.
The Transactor insurance software solution provides highly configurable renewal rules including collaring and capping to maximise retention rates. Automated reminders can be triggered by letter, email or SMS.
 

Enhanced Speed to Market with flexible insurance software applications

Documents, workflows and products can be defined, built and deployed by end-users (where appropriate). Transactor’s powerful and flexible insurance software applications include a ScreenBuilder III Toolset (link to 5.2.8 Transactor Screenbuilder) with automatic generation of web page data capture in order to get products swiftly to market to maintain your competitive edge.
 

User friendly insurance software modules to increase staff productivity

  • End-to-end automation of policy lifecycle workflows.
  • Customisable data capture and navigation.
  • Minimal staff training and induction due to familiarity with Microsoft applications.
  • Scripting to guide staff through the workflows and aid with compliance.
  • Unproductive staff re-deployed within the business to generate growth.
  • Single entry single database system avoids duplication of effort.
  • Fully automated document production to designated printers. 

 

Find out more about the Transactor Modular Solution: