The Software to manage insurance policies and certificates.
THE SOFTWARE THAT ENSURES YOU A FUTURE AND TO YOUR CUSTOMERS
THE SOFTWARE THAT ENSURES YOU A FUTURE AND TO YOUR CUSTOMERS
Who’s it aimed at?
It is aimed at brokers and insurance companies who want to manage their business by optimizing time and costs.
It allows an agile relationship with the end customer who can directly access the functions reserved for him in “self-service” mode.
jP.BroKing was born as a verticalisation of our jPuzzle platform, from which it inherits basic architecture and functionality.
It is usable by all common browsers and does not require the installation of any additional software.
Moreover, the platform is configured as a flexible, parametric and self-contained tool, able to interface, through appropriate connectors, with company software.
Protect your customers with new products.
The current version handles various insurance products: Transport, Life, Land Vehicle Hulls, Professional Liability, Accidents, Financial Capacity, Turnover, Vessels, etc.
Thanks to the modularity with which it has been designed, the platform can be extended with other insurance products.
Take a good start to get far
Take a good start to get far
The application is equipped with a basic module that allows you to register General Policies, guaranteeing the intermediary to manage any insurance product and all the administrative functions typical of their business, in a simple and flexible way.
The platform consists of a “Web” area, dedicated to agents and brokers, and an area dedicated to the back office of the Broker or the Company.
The first offers clients a simple and immediate tool for requesting insurance cover.
The second guarantees Back-Office operators the configuration and control of issues and the immediate management of any changes or special requests.
In the case of use by Brokers, the software allows a “multi-company” management, with the advantage of administering the business and its customers independently, in a single application instance.
The architecture
is modular
The basic module includes the following functions:
- Management of the insurance contract in all its phases, from the request for quotation to the issue of the cover up to the appendixes of variation (e.g. the registration books);
- Portfolio management: deadlines/renewals, claims, loading of related documentation and performance analysis;
- Quote management, contracting parties, companies and sales networks, communications with subjects and basic reporting;
- Management of the commercial network: brokers and agents, calculation of commission income and expense;
- Management of users, their configuration parameters and operating rules;
- Accounting management: securities, open items, reminders, overdue items and related reporting.
The jp.broking modules
In the basic module the assumption of cover is made through the product General Policy.
The General Policy provides a simplified way of registering covers. Through a guided, intuitive and immediate path, it is sufficient to fill in the main terms of the contract (starting date, subjects involved, sum insured, branch and premium) to obtain the request for issue and the automatic generation of securities for administrative management.
The following optional modules are available that correspond to the activation of corresponding products:
- Single Transport Policy: Coverage of individual shipments with premium calculated on the basis of parameters relating to the type of goods, the means of transport and the geographical area. It can be used in special cases where it is necessary to renegotiate the insurance cover for each shipment. The issue involves the passing of a series of parametric controls, managed by the Management, which can decide whether to take the risk.
- Transportation Subscription Policy: Coverage of several shipments from a certain date, with insurance needs that are continuous. The premium is calculated on the basis of parameters defined in a Basic Policy and relating to the type of goods, the means of transport and the geographical area. Overpayments can be activated on particular risks. The controls concerning the maximums and minimum premiums can also be defined in great detail. An internal database of suitably surveyed ships allows the qualified selection of the vehicle, with greater control over the risk.
- CVT Policy: Coverage for fleets of corporate vehicles or private vehicles with premium calculated on the basis of parameters relating to optional guarantees of the Terrestrial Vehicle Hulls business. For each individual vehicle it is possible to define which specific guarantees to activate. Inbound and outbound variations of vehicles within the policy are managed and premium payments can follow the logic of the contextual appendix or the final premium adjustment.
- Financial Capacity Policy: Coverage for the certification of the annual requirement of financial capacity by companies in the road haulage sector, with premium calculated on the basis of parameters relating to the number of vehicles insured. In the calculation are managed the changes in entry and exit of vehicles within the coverage. At the same time, a guarantee document valid for one year is issued.
- Policy Invoiced: Coverage of several shipments with insurance needs that have continuity character. The premium is calculated on the basis of parameters defined in a Convention and relating to industrial turnover. It is a type of policy particularly used for land transport of homogeneous goods of medium and short range. The terms of the cover may relate to the Vector Liability sections. Damages On account or the unified coverage of the Common Rules, each with its own rate. Various maximum limits can be checked per vehicle, per warehouse, per accident, for national and international areas.
- License plate policy: Coverage of several shipments with insurance needs that have a continuity character. The premium is calculated on the basis of parameters defined in a Convention and relating to the number and type of vehicles insured. This premium is regulated on the basis of the number of vehicles that “enter and leave” the fleet. The maximum limit is checked both on the individual vehicle and on the total fleet.
- Vessel Policy: Coverage on pleasure boats that insures the “all risks” bodies with extension to the liability against third parties. The premium is calculated on the basis of a rate depending on: insured value, engine power and a series of parameters relating to optional guarantees defined in a Convention.
- Professional indemnity policy: Coverage dedicated to professionals to protect them from the risk of any damage caused involuntarily to their clients during the exercise of their profession. The premium is calculated on the basis of a series of parameters defined in a Convention.
- TCM Life Insurance Policy: Insurance coverage that allows the heirs of the underwriter to benefit from a lump sum or annuity in the event of the death of the policy holder.
