The Solution for the Insurance Office

Visual Marina Office is the program every Insurance Agency or Brokerage needs. Easy to handle, potent and user friendly, it integrates all the office tasks and manages all the data efficiently.

Includes the following options:
 
ü        Files
        o         Clients
        o         Companies and Conditions
        o         Agents and Conditions
        o         Insurance Sectors and Products
        o         Parameters
        o         Currency
ü         Proposals
ü         Policies
ü         Receipts
        o         Receipt Production
        o         Renewal
        o         Refund
        o         Supplements
ü         Claims
ü        Payments of Bills
        o         Management of billing
        o         Outstanding bills for payment
ü        Renewal of Policies
        o         Automatic Generation of
                  Renewal notices of Policies by
                  expiry date
        o         Consultation of Renewals
        o         Renewals Report
ü          Settlement of Companies Accounts
        o         Bills Pending Payment
        o         Settlements of Bills
        o         Settlements of Refunds
ü          Settlement of Agents Accounts
        o         Bills Pending Payment
        o         Settlements of Bills
        o         Settlements of Refunds
ü          Reports
        o         Profitability Report
        o         Payments on Account Reports
        o         Statistical Reports
ü          Mailing and Correspondence
ü          Agenda or Diary
ü          Calculator
ü         Utilities
        o         Backing up Database
        o         Online Help Manual
        o         Historic
ü          Internet Connection
        o         Navigator
        o         E-Mail
 

 

GENERAL CHARACTERISTICS:
 
  • Unlimited number of clients, policies, receipts, accident claims...
  • Permits definition of Products by Companies so as to establish Conditions on a Company or Agency basis
  • Search by different fields (Code, name, Fiscal identification number, License plate or Registration plate number, Policy, Bill...)
  • Foreign exchange conversion
  • Management of payments by Client or Agent
  • Controls payments to accounts
  • Reports of Policies by Clients, Agent, Companies, Insurance by Sector, Products, Renewal date, Due Dates, Dates of Emission
  • Management of Proposals with automatic capture from Policies
  • Clients extracts indicating all movements produced by each individual Client
  • Billing control and management: Awaiting Payment, Paid, Annulled, Returned, Paid to Agent, Paid to the Company
  • Report on Bills Oustanding for payment by Agents, Companies, by Insurance Sector, Renewal date, Due dates, Dates of Emission
  • List of Receipts by Form of Payment: Payment received by Agency, Direct Debit, Company's Bank, Debt Collector
  • Automatic Calculation of Commissions aas Receipts are generated
  • Management of Accident claims with follow up of Processing of claims and updating of Diary
  • Report of Claims: Paid in full, Pending, by Date of Claim, by Date of Communication
  • Payments to Companies establishing Conditions of Receipts: By Duration of time, Days over-due, Amounts
  • Proposals, Policies, Receipts and Accident Claims can be accessed from the Client base.
  • Correspondence can be sent from any Option: Clients, Policies, Receipts, Claims
  • Report of Clients by City, Province, Marital status, Sex, Type, Language, Date of Driver's license, Date of Birth, Name index
  • Management of Mailings to Clients selecting profile
  • Management of Mailings from Policies, selecting: Clients, Agents, Companies, by Sector, Products, Renewal date, Due by Dates, Method of Payment
  • Mailing management from Bills, selecting: Production, Automatic renewal, Situation, Method of payment, Clients, Agents, Companies, Insurance Sector, Products.
  • All Lists and Reports are visualised on screen
  • Data transfer to the following Formats: Word, Excel, Html, Lotus, Data Bases, Text files.
  • Integrated with Internet, Navigator and Electronic E-mail
  • Any Report or Document can be sent by E-mail
  • Diary with alarm
  • Calculator
  • Management of History Files with automatic access to Bills, Payments, Returns
  • Automatic renewal entries
  • Searches and Reports of Automation and Pre-Automation
  • Online Help is accessible from any screen
  • Payments Information transfer for acountancy purposes available
  • Profitability Reports from Clients, by Insurance Sector, Companies, or Agents
  • Report on Payments on Account by Companies or Agents
  • Stastistics by Company and by Sector
 

Technical Characteristics:


§          Designed for Windows 98, ME, NT, 2000, XP
§          Minimum Pentium II or greater
§          Minimum of 64Mb. RAM memory
§          50Mb. of hard disk space free
§          CD-ROM drive unit
§          SVGA monitor with resolution minimum of 800x600
§          Multiple workstation Client/ Server

© Copyright 2003 MARINA Software House