insurecom tamuk

4
One central system / Most widely used broker management system in insurance industry / Complete scalable broker solution 2 to 200+ users / You can choose from either a local server installation or Insurecom’s cloud based solution

Upload: jane-davies

Post on 19-Mar-2016

214 views

Category:

Documents


1 download

DESCRIPTION

TAMUK is a sophisticated insurance IT system enabling you to manage your insurance business from one central system simply and efficiently to save your business time and money.

TRANSCRIPT

Page 1: Insurecom TAMUK

One central system/ Most widely used broker management system in insurance industry

/ Complete scalable broker solution 2 to 200+ users

/ You can choose from either a local server installation or Insurecom’s cloud based solution

Page 2: Insurecom TAMUK

About Insurecom

Insurecom is a leading technology provider to the general insurance industry offering tailored technology solutions to fit the needs of our insurance broker customers.

In simple terms we give you electronic access to a panel of insurers and products and provide a back-office system which manages all administration and financial tasks.

What is the solution?TAMUK is a sophisticated insurance IT system enabling you to manage your insurance business from one central system simply and efficiently to save your business time and money. TAMUK incorporates all client and policy administration and accounting functionality.

Since 1983, TAM has been providing businesses with a reliable and robust insurance management system and is used on over 130,000 desktops in more than 11,000 thriving broker businesses, making it the world’s most widely used insurance management system. Whether you deploy TAM on your server or take advantage of our fully hosted service, you can trust it to be the ever present backbone of your brokerage.

Contact usContact us today for more information or to arrange a demonstration of this powerful and flexible business tool.

Insurecom hosted solution also includes:/ Microsoft Word, Excel and Outlook

/ Access to the system anywhere in the world

/ Benefit from Insurecom high performance servers and infrastructure

/ Back-ups, Updates, Upgrades are all managed by Insurecom

/ Workstation PCs do not need to be high spec

/ Compatible with tablet devices

One central system

Flexibility

- Hosted by Insurecom or on your own server

Efficiency

Adding Value

- Powerful SQL data mining function

- Customized risk and data capture

- Complete client policy and claims management system

- Integrated broker and management accounting

- Automated marketing plans

- HR functionality

- Full cycle rating for personal and SME business

- Includes free version upgrades

- Integrated finance and credit cards

Page 3: Insurecom TAMUK

01273 852 [email protected]

One central system

- Create your own word templates with merged customer data

- Fully scalable 2 to 200+ users

- User definable system set up

- Document management system

- Document template library (presentations, risk registers, client reports)

- Microsoft Office Integration

- Comprehensive reporting and MI suite

- Post code ‘look up’

- Vehicle registration ‘look up’

- Facilitates FSA/FCA compliance

- Online trading

- Fully configurable security manager

- Powerful SQL data mining function

- Customized risk and data capture

- Complete client policy and claims management system

- Integrated broker and management accounting

- Automated marketing plans

- HR functionality

- Full cycle rating for personal and SME business

- Includes free version upgrades

- Integrated finance and credit cards

Here are some other reasons why you need to choose TAMUKActivities A multifunctional tool within TAM – activities can be used as time/date stamps to record what has happened on a client or prospect record, a reminder system for work to be completed for users or an automated system to create letters or system flags if an action has not occurred by a set date. These are reportable for MI purposes, so can be used for productivity assessment and TCF alike.

Full accounting packageTAM provides a fully integrated nominal accounts package with the ability to reconcile insurer, client and office bank accounts.

Employee record keepingSecurely record HR information about your employees and create and store your employee correspondence in one place.

Wide range of Management Reports and Searches with SQL reporting tool availableAll the reports you need to easily manage your business - see your income, productivity, books of business and complete compliance auditing comes as standard. Make your data even more powerful by adding one of our SQL reporting tools that can automate your reports delivery, create risk and accounts bordereaux and make RMAR returns as simple as one click.

Configurable security and data field definitionsOff the shelf is great for some clients, but you have the power to control your system. From defining individual security rights to managing data field selections, it’s your system to customise.

Multi-agency, multi-branch No need to put limits on your growth by the software you use. If you acquire, expand or just want to differentiate cost centres, TAM allows you to do this simply and quickly, making it easily scalable.

My Tam WorkflowsOver 100 custom workflows providing step by step processes for the majority of tasks, consistent workflows and simplify training for new starters

Page 4: Insurecom TAMUK

How else do we support your business?

/ System Experts are always on hand to support you through our helpdesk, team of consultants and trainers

/ Self-help user guides and online training sessions

/ Online call logging system

/ Dedicated Business Development Manager

Team-One Designed for brokers by brokersAn independent user group for Insurance Brokers using TAM in the UK helping keep everyone informed on new developments, training and general queries.

www.teamone.org.uk

insurecom.co.uk 01273 852 151