Great Microsoft Dynamics Solutions
for Financial Services
SplashInsurance is an Insurance Broker Software Solution boasting a broad spectrum of features and functionalities.
Designed to keep you ahead of the competition, enhance customer satisfaction, and reduce your Cost of Ownership.
As a vital tool for managing your business, it operates on Microsoft Dynamics 365, ensuring you are in reliable hands.
SOME OF OUR OUTSTANDING FEATURES
Here are some available optional features for SplashInsurance that you can add to your plan.
- Contract Management
- Lead Management
- Sales Management
- Marketing Automation
- Email Management
- Mobile Application
- Third Party Integrations
- Extensive API Library
- Customization To Your Needs
- Personalized Training
- Microsoft Teams Phone Integration
- Extensive Analytics and Reporting
- File Storage with SharePoint
- Customer/Partner Portal
- and much...much....more
Create CASCO (Casualty & Collision) insurance offers using a customizable CASCO matrix that includes variables such as depreciation, quotes, commissions, and more.
The CASCO bidding matrix includes depreciation, quotations, and commissions, and may also encompass various classes of insurance policies. All the flexibility you need.
We provide a variety of standard Word templates. For example offers, brokerage mandates, contracts, and many more.
SplashInsurance offers complete flexibility, which allows you to easily create your own personal templates.
Our insurance broker software offers the capability to automate the processing of your monthly instalment payments to your insurers, no more manual work needed!
Generate CASCO policies and payment schedules automatically, print them, or send them directly to your customers via email.
Each asset has a dedicated folder containing related documents such as policies, invoices, etc. Avoid excessive storage usage in Dynamics. Documents are stored in blob storage or SharePoint.
A real-time eSimba interface, or a similar system, that seamlessly integrates your RCA policies into SplashInsurance ensures you always have the most up-to-date policies at your fingertips.
SplashInsurance offers the option to automatically renew insurance policies on a monthly basis. This functionality includes features as reminders, emails, and analytical charts.
Offers the capability to automatically create invoices for future instalments and seamlessly integrate them with your existing accounting software.
Allows for the cancellation of invoices and offers the capability to transfer necessary information to systems such as EuroFib.
Ensures daily synchronization with your accounting solution to keep the status of your paid and unpaid invoices current.
We offer the option of automated reminders, including bi-directional SMS, emails, and letters, to notify customers about their outstanding invoices.
Our Insurance Broker Solution is capable of generating .txt files to synchronize your bank’s payment policies with those of your insurers.
All reports, including FSA policy statements, will be accessible for your reporting requirements. You can run these reports monthly, quarterly, or on-demand. Additionally, commission reports are readily available for your use.
Full GDPR compliancy. We ensure that Personal Identifiable Information (PII) is well protected.
The user-friendly interface of SplashInsurance makes it a preferred solution for many insurance brokers.
With the system’s granular security roles, you can ensure that individuals in your organization have access only to the information you intend for them to see—nothing more, nothing less.
If the information display on your screen isn’t to your liking, you have the flexibility to customize it according to your preferences. Our interface allows for complete personalization to meet your requirements.
To be able to stay always on top of your business, we provide tons of predefined charts and dashboards. This can always see the most relevant information on your screen.
SplashInsurance is an Insurance Broker Solution fully built on automated workflows, minimizing manual work as much as possible.
The comprehensive audit log within the system meticulously documents every modification made to any field. Whenever necessary, it allows you to identify who implemented the changes.
As expected, SplashInsurance seamlessly integrates with other SplashDev solutions, such as SplashCollect for Debt Collection, SplashRisk for Risk Management, SplashLeasing, and SplashLegal.
This Insurance Broker solution can be easily customized to meet your specific needs and requirements. Recognizing that each company conducts business differently, we tailor our solution to fit your unique way of working.
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