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eGlobal  /  Features

Modular Design

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

Other eGlobal Services and Augments:

  • Customer Self Service - Provide your clients with a secure and fully customisable policy/claims/accounting information site. Your clients can retrieve answers for their relevant information queries allowing your business to allocate employee resources more efficiently.
  • eGlobal WebAccess - Access core eGlobal features via your internet browser.

for Underwriting Agencies

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

Traditionally computer software for Underwriting Agencies has concentrated on billing functions. eGlobal is the first of a new generation of software, handling both structured data such as policy, accounting and claims information as well as important unstructured client related data including correspondence, images and files.

At a functional level eGlobal addresses all business requirements from quotations, policy recording and tracking, document production and claims management.

Importantly, eGlobal utilises relational database technology to facilitate access to all underwriting, claim and financial data recorded within the system.

Product Builder and Rating Engine

An integrated user definable product builder, rating engine and document generator allows users to create and maintain insurance products for all business segments from personal lines and affinity products to complex commercial risks.

Comprehensive Quotation

User defined templates control the detail of what information is to be stored by class of risk, what documentation is to be produced as well as the appearance of that documentation.

A unique risk template can be created for each type of risk. This allows the broker to determine what information will be captured and who that information will be conveyed to such as the client, insurers or held for internal purposes only. Business rules for the processing of certain types of policies such as schemes can be mirrored in policy workflow.

Comprehensive Policy Processing

eGlobal Policy Processing functions include:

  • User defined policy rules
  • Automatic calculation of premium
  • Automatic calculation of taxes and levies
  • Preparation of Insurance Manuals
  • Support for Scheme processing
  • Spreadsheet like Risk Schedules
  • Certificate of Insurance production
  • Customised documentation

Comprehensive Claims Management

eGlobal is supported by a fully integrated Claims Management Module. Linking to the Policy System the Claims module records claims details against a specific policy, including date of loss, loss estimate, insurer proportions, deductibles, recovery details, claim status and tracks activity relating to the processing of that claim through a Claims Notepad.

As with client and policy information claims data for future follow-up can be entered into the Diary System with appropriate comments.

An important element in claims management is the ability to record at fault codes, category of claim and claim status allowing a detailed analysis of claims by client or by class of risk and the preparation of loss ratio reports.

An optional Claims Accounting module is available for brokers required to settle claims on behalf of insurers.

Comprehensive Accounting

eGlobal is supported by a comprehensive multi company, multi currency financial management system. The financial position is updated in real time in each of the system sub ledgers allowing up to the minute analysis of the company position.

eGlobal Accounting Features can be enhanced by the optional General Ledger Module.


Individual modules within the system interact with an online diary to support broking functions by alerting brokers to quote follow-ups, prospecting activities, policy renewals, evidence of cover, claims follow-ups and a range of other action items.

Management Information

To complement the client/server technology of eGlobal the system is supported by ORACLE™, the industry's leading relational database management systems. The database stores and manages all relevant data and monitors data integrity.

Online Self-service Help

eGlobal is supported by a comprehensive online help system. Access to the Help screens is via point and click with support for index and topic searches as well as key word searching. Help is available for all topics within the system.

Efficient Workflow

Modules within eGlobal are linked by a Workflow Automation System, which provides activity tracking and connects all modules of the system to provide a structured approach to your business requirements, automate processing functions and ensure the appropriate Evidence of Cover and E&O exposure are catered for.

Access to Information

Client and Policy information is stored in an expandable format allowing the user to decide exactly what information is to be stored by client and by policy.

In addition to conventional client header information such as name, address, contact details, type of business and other key data, eGlobal provides for important client information such as company office profiles, business locations, business descriptions, client history, parent and subsidiary relationships, sales and profits, credit rating, as well as extended comments.

A wide range of inquiry options are available to allow the user to focus in on both client and policy detail. While comprehensive reporting options allow full analysis of the broking portfolio, brokers' performance, client earnings ratios, risk type/insurer statistics and other key data.


A multi level security system restricts users to specific functions within the system. User access is defined in a user profile which defines initial access level, determines what modules are available to the user, security level and language preferences.

Find Out More

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