PASS Broker Evolution

PASS Broker Evolution is the web management system, designed to meet all the operational needs of insurance intermediaries.

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  • Thanks to the use of searching filters and a highly configurable and customizable platform, daily operations are simplified by providing to the intermediary the opportunity to stand-out the customer centricity in the insurance business.

    PASS Broker Evolution allows the administration of the portfolio at 360 ° enabling the user to manage the Party, Policies, Claims and Technical Accounting Transactions; guaranteeing:

    • Single view of the customer portfolio
    • The compliance with current regulations
    • The integration with all digital evolution
    • The easy collaboration between all the players
  • Banking reconciliation:
    The component allows automatic reconciliation of collections through the association of the Technical Accounting Transaction tracked in PASS Broker Evolution with the bank statement account, with notification and accurate reporting of the payments, reconciled or not.

    Bonds:
    Bank credit management, tenders and related compensation limits

    Fleet:
    Fleets management linked to a single policy. It allows to manage the inclusion and exclusion of applications during the policy validity.

    Invoices:
    The component allows to generate customer invoices to print the progressive document and it is integrated with the general accounting program PASS CoGe. The invoicing components include the automatic generation of invoice – issued on the policy for the creation of pro-forma invoices.

     

Highlights

  • CUSTOMER CENTRALITY

    Quick customer overview and easy data management

  • PAPERLESS

    Supports the intermediary digitization process through Paperless mode

  • MODULAR MANAGEMENT

    Progressive activation of the most suited modules depending on the needs of the intermediary

  • MULTI-CAPABILITIES

    Multi-language management, Multi-Company, Multi-mandate, Multi-Currency and Multi-level commercial structure management

  • PRINTOUT TEMPLATES

    Autonomous and personalized creation and management (logos, contents, ...) of printout templates necessary for the communication management

  • INTEGRATED SYSTEMS

    Possibility of integration with third-party systems