One of the most important challenges for insurance brokers is the integration and universalization of documents. The electronic management of documents includes all the operations of preservation, maintenance, rotation and recovery by the systems. The advancement of information technology and the provision of mechanized systems and the storage and archiving of documents have reduced the cost of maintaining documents and made it possible to manage them economically. The most important issue for insurance brokers and the main part of the document archive system is the design of the structure. With this, an information structure is created in the database so that information related to a certain type of documents of an organization can be organized in it. Therefore, for any type of insurance documents, etc., a suitable structure must be defined with the information related to that document, and archive users will use them to view or enter document information. In the archive section of this system, you can select the name of the insurance issuing system (Fanap, Parsian, Fanavaran, etc.), and import the output Excel file. Also, this company is negotiating with software companies in the field of issuing insurance policies to provide the possibility of connection through APi in future versions. After entering the Excel file, you will be able to receive all the information with details and custom fields of the reports. Also, these values are calculated by the system for each insurance policy based on the calculation parameters in the fee and issuance fee calculation sections. Therefore, in the supplement, you can import the insurance policies that have been issued and bring them together in a consolidated form.
Another feature of the supplement is the output of financial documents for use in accounting software, which can be Excel files or connection through Api. The insurance policy notification and reminder system through SMS for the insured and system members is one of the additional features that can be specified through the control panel.
💠 internal office automation 💠
One of the main advantages of using the administrative automation system is the elimination of paper in organizations, which causes less space to be occupied in the archives and devices such as folders are no longer used. By using the administrative automation, all existing correspondence It is done online in organizations. Also, the time to respond to customers is reduced and done quickly. The use of this system improves intra-organizational communication, and it is also possible to control users' work and activities. Information in this system is well protected and are saved and you can also access information quickly and easily. Among the most important features of supplementary administrative automation, the following can be mentioned:
▪️Correspondence and correspondence within the organization
▪️Reporting of all correspondence within the organization in different time frames, in different types different receipts and sents and in unseen, observed, archived states
▪️ Possibility of creating letters, sending replies, attaching attachments, initialing letters, marking and archiving letters
p> ▪️ Managing, creating and editing all types of internal and external forms in an advanced manner, contracts, costs, suggestions and criticisms
💠 Security alongside access and ownership of data 💠
Due to the high sensitivity in maintaining the confidentiality of insurance policy information and its importance for insurance brokers, this system, taking into account all the security standards in the 7th layer of the application and complying with ISO 27001, has tried to maintain data security, integrity and availability. to bring being Also, the most important concern of brokers is the level of access in documents and data, which is covered through the provision of a separate server owned by brokers containing its own database with the highest level of access.
