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Scope of services
The services that we provide include:-
  • Policy Administration
We will handle the policy submission process to insurers. Data entry of proposal and policy details will be performed into the i² Solutions system to ensure that data is always accurate and up-to-date.
  • Online Tracking
The adviser can login to view all client policies, proposal status, and check coverage shortfalls. It is also possible for clients to login to view their own policies and coverage.
  • Commission Generation
Commissions from different insurers will be generated according to the policies in the system, reducing the need for multiple spreadsheets to calculate commissions for different insurers.
  • Business Reporting
Business reports enable advisers to monitor their own progress. Managers can also use the reports to track their adviser's performance.
    • Insurance Sales Reports
    • Insurance Commission Reports
    • Underwriting Tracking Reports
    • Insurance Summary Reports
    • Advice Type Reports

  • Auditing
Commissions generated can be compared to commission statements from insurers for improved accuracy.
  • Online Data Back-up
We have several backup servers to ensure that your valuable data is always safe.
  • Insurance Research
Comparisons of insurance products frees up valuable time for you to focus on your core competencies.
 
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