A seamless back-office solution for brokers and underwriters to manage a successful business
- Complete vital business tasks with ease
- Improve automation and maximise productivity to grow sales
Applied Relay’s back-office facilitates all client and policy management, accounting, document management, reporting and reconciliation needs of our many customers. It is the product of choice for Ireland’s general insurance brokers trading all personal and commercial lines business.
We offer an extensive range of solutions to trade personal lines including full-cycle Motor, Home and Commercial Vehicle along with an integrated e-commerce product Applied eQuote. Applied Relay Commercial offers two solutions to support commercial lines trading: a full-cycle comparative quotation system for SME products, and a commercial submissions system for handling the quotation process for all commercial lines. The system has been designed to be both innovative and intuitive to allow you to complete vital business tasks with ease.
Applied Relay key features include:
- Leads Management: Collect and validate renewal details; maintain your own product lists; store and retrieve lead details easily; report filter by client or policy lead type; € customisation charge applies
- Automatic Accounts Reconciliation: Time and cost saving Automatic Account Reconciliation solution working in partnership with both brokers and insurers
- Policy Administration: Full-cycle administration, embedded accounts package, integrated workflow processing, intuitive diary system, automatic policy, account and risk history
- Product Builder: Develop custom data collection screens; calculate premiums and apply endorsements; produce tailored policy documentation; and deliver to both desktop and online within your website
- Account Reconciliation: Daily cashbook and cash allocation analysis; single entry for client, sub agent and company transactions; automatic insurer statement reconciliation; client premium account tracker