Agreements pre- and post-bind: efficient, easy access
With everything easily accessible from one place, Etuity Core delivers a new level of efficiency with accurate, complete data access when it comes to agreements pre- and post-bind.
Make sure to check out Etuity Core’s main pre- and post-bind features below.
User dashboard
Experience your own tailored landing page with:
Easy access to agreements and current work items, such as quotations, renewals, and endorsements
A simple overview of tasks and notifications
Policy holder dashboard
Enjoy efficiency and insights benefits thanks to a 360-degree overview of the policy holder, including:
Key figures
Agreements
Insurance objects
Contacts and company information
Payment status
Active claims
Agreement overview
Conveniently access all agreement information from one dashboard:
Easy navigation between agreement summary and product dashboards
Efficiently view and edit insurance details
Stay up-to-date on payment and claims status
Premium & deductions
Experience premium calculations and flexible options for adding deductions - all in one view.
You will also see, in one place, the immediate impact of deductions, including:
Brokerage
Bonus programmes
Agent commission
Tax
Add & edit insurance objects
With Etuity Core, you can easily and efficiently:
Import and compare existing and external data
View and edit across insurance products
In addition, Etuity Core’s Object Table is:
Organised in selectable sections for easy overview
Has a powerful bulk update functionality
Premium figures & closing
With Etuity Core, you get an easy-to-interpret overview of accounting figures and premium closing to help ensure:
Accurate, complete and consistent data;
Etuity Core also has flexible closing and invoice options
Payment terms
Etuity Core is a flexible solution for configuring payment schedules and due dates:
Live update of payment schedule based on settings
Preferred settings can be stored on client