UPM manage your entire business

UPM include all subsystems required to run entire business of an underwriting agency:

• Financial Management
  • Premium and Claim Accounting
  • Operating Accounting
• CRM
• Sales and Marketing
• Online insurance quotes and applications
• New Business Processing (Policies, Endorsements, Renewals)
• Claims Processing
• Banking

Modular System

Being modular, customers choose only the elements they need rather than paying for a monolithic software package that will never be fully used. It also means that the software may be implemented in stages, minimising disruption to the business. Comprehensive consulting services complement the software, ensuring that every implementation is tailored to suit the particular business environment of each customer.

Rock Solid Technology

UPM is built to grow alongside your business. At its foundation are the market-leading technologies: the Microsoft SQL Server database and Microsoft Dynamics NAV, a business management solution for small and mid-sized organisations that helps to streamline and simplify business processes. It’s a basis that enables every UPM module to leverage existing investments in everyday technologies, offering seamless integration to applications such as Microsoft Office, Microsoft SharePoint, MS BizTalk Server, MS SQL and MS Exchange. The result is less training for staff and less time to get up and running efficiently and profitably.