introducing x-altintroducing x-alt| in a constantly changing world, insurance . customers are facing...
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INTRODUCING X-ALT | 01xchanging.com.au
INTRODUCING X-ALTTHE ALTERNATIVE FOR THE AUSTRALIAN INSURANCE MARKET
02 | INTRODUCING X-ALT
In a constantly changing world, insurance customers are facing increasingly complex and volatile personal, environmental and technological risks.
The challenge for the insurance industry is how it supports its customers to buy the right insurance at the right time in order to effectively manage those risks.
X-alt gives you the ability to compare, create and customise solutions for your customers.
The result is better insurance protection in a crowded, complex and ever-changing environment.
INTRODUCING X-ALT | 03xchanging.com.au
BENEFITS
CHOICE
Customers want choice. Brokers want choice. X-alt delivers both.
X-alt is the true alternative for the Australian insurance broking industry.
GROWTH
With the right people doing the right things easily and efficiently, X-alt allows brokers
to focus on growth. X-alt reduces the effort required to seek quotes from insurers, and increases the available time for high value customers. X-alt’s analytics capability also enables brokers to build better sales strategies.
INNOVATION
By understanding your customer better, you can respond to customer needs quicker. You can implement
new ideas, create dynamic product solutions and improve your existing services. You can provide services which are personal and tailored to meet existing and future customer needs.
X-alt’s integrated customer relationship management, document management, accounting management and analytics capability equips brokers to anticipate the impact of emerging trends and innovate with customer solutions.
INSIGHT
By using X-alt you can build a greater understanding of your customers’ buying patterns,
determine which customers are more profitable and why, and identify customers who are under insured and exposed to unacceptable risk.
Greater insight allows you to focus your business development efforts, assess the size of a new market niche and benchmark your attrition rates against other brokers or insurers.
X-alt provides brokers with a technology platform which enables the delivery of high quality customer solutions. X-alt’s sophisticated analytics capability enables you to base your marketing and new business campaigns around comprehensive metrics.
X-alt’s efficient system design allows brokers to spend more time with your customers, and less time in administration, while improving governance and compliance.
04 | INTRODUCING X-ALT
FEATURES
DASHBOARD
X-alt’s easy-to-use and easy-to-see
dashboard allows you to create and view
tasks, check your work in progress, access
Sunrise Alerts and read the latest news
headlines.
TASKS
X-alt makes it easy to record tasks that
need to be performed and set reminders
for work that needs to be followed up.
You can create tasks from almost
anywhere within the system and attach
them to the customer record.
COMMUNICATIONS
Create emails, letters, notes and faxes,
record details of telephone calls and
meetings, and attach documents to the
customer record. The result is a safe,
centralised, complete customer profile.
DOCUMENTS
Create and automatically generate
documents such as letters, statements
and invoices through X-alt. You can
customise document templates to achieve
consistency and promote your brand. The
auto-populate feature means no more
time wasted rekeying information.
CLIENTS
Track all aspects of your client’s records
including personal details, address
information and policy proposals. You
can also link related clients, record client
marketing preferences and generate a
manual of a client’s insurance policies.
POLICIES
X-alt enables you to manage the lifecycle
of your customers’ insurance policies and
the communication path from the client to
the broker to the insurance company and
back.
FINANCE
Create invoices, receive funds, make
payments, manage finances and generate
financial reports using X-alt. The result is
customer and regulator confidence in your
robust financial management processes.
CLAIMS
Notify new claims, keep track of claims
and upload claim evidence using X-alt.
REPORTS
X-alt enables you to run a range of
preconfigured reports, or you can create
your own custom reports to keep track of
sales performance, conduct audits, and
effectively manage all aspects of your
insurance portfolio.
GENERAL ADMINISTRATION
X-alt is a highly configurable system, and
you can configure X-alt to suit the
particular needs of your brokerage. You
can control user access, add and modify
the operating company’s details and even
modify some elements of the screens.
INSURER ADMINISTRATION
The Insurer facility within X-alt allows you
to record the details of insurers and
underwriters. You can record multiple
addresses, add multiple contact details
and attach the details of a range of
products for each insurer.
SECURE
X-alt’s security features protect your
valuable customer information and
ensure that access is only available to
those authorised to receive it.
“This platform complements Xchanging’s business processing services to free brokers from the back office, allowing them the freedom to innovate the services they offer.”
Designed exclusively for general and small commercial insurance brokers in Australia, X-alt is a browser-based application which drives significant efficiency improvements and analytics capabilities for insurance brokers.
INTRODUCING X-ALT | 05xchanging.com.au
TRAINING AND TECHNICAL SUPPORT
Once X-alt is installed, you are not
alone. Our skilled technical support
crew is available to assist you with your
enquiries. Call us, send us an email or
access our website.
EASE OF IMPLEMENTATION
You run a business. The last thing you
need is an inefficient, time consuming
system implementation. The X-alt
implementation team will ensure a
seamless move to X-alt. Our team of
specialist implementers will come to
you, install X-alt onto your hardware,
train your people, leave you with easy to
follow instructions and help when you
need it with X-alt online and telephone
support.
ABOUT XCHANGING
WHO WE ARE
Xchanging is a technology-enabled provider of technology, procurement and business processing services. As a leading international outsourcing specialist with operations in 11 countries, our customers span the globe across multiple industry sectors. In order to meet the IT needs of this diverse and demanding customer base, our dedicated staff of more than 7,000 employees ensures complex business challenges are met with the right industry and technical expertise. Through its innovation and business and technology capabilities, Xchanging adds value to its customers’ businesses by enabling them to deliver operational efficiencies, improved quality of service and better customer relationships.
WHAT WE DO
Xchanging offers a full suite of IT services providing enhanced processes through practical and user-friendly systems. By providing a holistic, integrated and straight forward technology solution, our customers benefit from a simplified single vendor relationship and increased cost savings and efficiency.
06 | INTRODUCING X-ALT
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