Overview

The next generation of Broker Information Systems has arrived with eGlobal, the most advanced concept in business support systems.

Traditionally computer software for Insurance Brokers has concentrated on billing functions. eGlobal is an e-Commerce enabled, client centric application, handling both structured data processing requirements such as policy processing, as well as important unstructured client related data including correspondence, images and files.

eGlobal addresses all of a broker’s requirements from client and prospect management to quotations, policy recording and tracking, document production, client budgeting and claims management.

Integration with other desktop technologies including word processing and spreadsheets provides a complete information processing solution.  More than just a broking system, eGlobal provides a high level of interaction between the broking functions and financial reporting to provide a comprehensive management tool.

Software Functionality

eGlobal is designed using Windows based client/server architecture and relational database technology to deliver a complete management system.

Modular in design, eGlobal is a set of building blocks that can be customised for the individual user and which will readily adapt to the incorporation of new technologies as these become available.

The following eGlobal modules are available:

• Client/Prospect Recording
• Quotation and Policy Recording
• Schemes module
• Accounts Payable
• Accounts receivable
• Sundry Accounts Payable
• Claims Management
• Underwriter Agency System
• Claims Accounting
• Client Budgeting
• Time Cost System
• Third Party Schemes Administration
• Facultative Reinsurance
• Integrated General Ledger
• eLink eCommerce Integration