Insurance Agency Solutions
Underwriting Process Management (UPM)
Every Insurance Agency is unique and requires flexible, complete business management systems that integrate the entire business across Finance, Policy, Claims, Customer Relationship Management and Business Intelligence.
Integrated Business Management Solution
Built on deep industry knowledge, Gratex International (GTI) Insurance’s UPM system is a modular, flexible solution easily configurable to specific business needs. By integrating all facets of the business into a single flexible platform drives greater productivity, reduces costs and enhances customer service levels while providing the scalability and reliability for growth.
Easy Access to KPI
Vital information about sales and risks that can affect performance, is immediately available to make well informed and timely decisions, such as when rates need to be adjusted. Management can easily access Dashboards or Scorecards providing a 360 degree up to date view of the business. Including Key Performance Indicators (KPIs) that monitor financial, operational, claim processing and efficiency performance across policy sales, renewal rates, claims settlement time, number of claims per product, claims processing time, commissions and much more.
The ability to drill down into the smallest detail means every aspect of business performance can be measured, analysed and actioned. It also ensures accurate, timely information for the insurer, like Borderau Reports, as well as clear loss ratio and sales performance information of brokers.
Trusted Technology Partner
Working closely as a trusted technology partner, Gratex’ International has a strong track record when it comes to assisting insurance agencies to streamline key processes, increase staff productivity and respond quickly to market changes.
