Business functionality

Total support for all your insurance business departments

The functionalities of AdInsure support all your teams across different lines of business, from sales and underwriting to claims and back-office. Manage important processes, get data insights about the metrics that matter, and create custom portals for your team members.

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Product configuration

Easily configure every aspect of your products

AdInsure lets your team fine-tune every aspect of your insurance products, for any kind of business line. Create product definitions and rules that are used by Sales, Policy, and Claims modules with just a few clicks. It’s all made simple by the built-in tools and templates, which range from insured objects and business rules to complete product configurations.

Processes

Modules built around key areas of insurance

AdInsure comes with pre-built modules that are designed around industry best practices to streamline your workflows from day one, so you can quickly accelerate your time to market.

Sales
Sales

Help your sales teams to issue offers, conclude policies, and collect information from potential clients.

Policy management
Policy management

Manage contracts easily with streamlined support for amendments, renewals, reinstatements, and adjustments.

Claims & Recoveries
Claims & Recoveries

Run all of your claims department’s important processes, including claim registration, handling, and liquidation.

Commissions
Commissions

Set up your commissioning policies and define your commissioning rules and intermediary responsibilities.

Reinsurance
Reinsurance

Handle all your processes related to sharing of excess risk, reinsurance contracts, and bordereaux management.

Accounting
Accounting

View and manage accounting records for every business transaction undertaken across your AdInsure modules.

Billing & Collection
Billing & Collection

Access a full suite of tools to support all your general billing, direct debit and dunning processes. 

Party & Organisation
Party & Organisation

Manage user roles and permissions for everyone involved in your processes—including customers, partners, and service providers.

WORKFLOWS

Adaptable workflows for every process

Fine-tune processes in sales, policy management, claims management and reinsurance to your exact needs, with configurable workflows, business rules and more.

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Data insights

The right information, always at your fingertips

360-degree customer view

Put all your customer data in easy reach by storing it in the Party & Organisation module. Its CRM functionality gives you an overview of client personal information, sales opportunities, contracts, financial data, and claims statuses.

Customer data management

The Party module enables consolidating and harmonizing customer data across all systems (so-called CDI / MDM hub). Manage different versions of data via the deduplication functionality, and control your Consensus and Preferred way of communication to increase compliance and exceed customer expectations.

Multiple reporting options with BI integration

Get operational reports for policies, claims, and accounting straight out of the box, with AdInsure's pre-defined reports. When you need more in-depth data analysis, AdInsure enables business intelligence integration to give you the exact insights you need.

Portals

Unique interfaces supporting every insurance role

Adinsure lets you provide customisable user portals for different roles in your organisation. Give each member access to the right tools, analytics and predefined queries by assigning them specific functionalities from the AdInsure modules. 

Portal features that make everything simple

Seamless experience accross devices

The web based user portal delivers the same functionality, whether your users are on a computer, mobile or a tablet.

Reduced cost of ownership

With no need to build custom user portals or role-specific applications, you make significant IT cost savings.

Easy configuration changes

Your business analysts can make alterations to the portals with just a few clicks —no coding needed!

Activity management and insights

Give your sales team fast access to cross-sale and insight data, policy management dashboards, activity management tools, and much more.

General Functionality

Flexible functionality across the entire platform

Multi-language
Multi-language

Easily switch between languages and new dictionaries defined during implementation projects.

Multi-currency
Multi-currency

Support for all international currencies. Switch between multiple currencies in contract, claims, and accounting documents.

Compliance
Compliance

Support for EU and other regulatory acts such as GDPR, IDD, FATCA, Solvency II.

Printing
Printing

Configurable HTML templates. Preferred 3rd party HTML to PDF converter can be bundled.

Versioning
Versioning

See document and configuration history on-demand.

Activity management
Activity management

Create and schedule activities, assign and send them to group or user dashboards.

Resources

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Learn more about AdInsure and its unique capabilities that help you streamline and modernise your business. 

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