Welcome to Open GI. the most powerful back-office technology currently in the marketplace Contents

Transcription

1 Broker Solutions

2 the most powerful back-office technology currently in the marketplace Contents 4 Core Broker Solutions 6 Commercial Lines Technology 8 ecommerce Solutions 10 Broker Service and Support 11 Welcome to Open GI At Open GI, we pride ourselves on our vision and expertise. In an ever-changing insurance marketplace, your business needs a forward-thinking technology solution and a provider that is focused on helping you to compete effectively. With expertise built up over 30 years and a heritage of unrivalled support and service, we understand your business and deliver market-leading solutions. Whether you are a high-street broker or a global insurer, Open GI can help streamline your business. Through continuous consultation with our customers, we have been able to develop robust and proven technologies that have enabled increased efficiency. This, alongside our focus on research and development, explains why our customers use our technology time and time again. Together, we are the power behind insurance. Chris Guillaume Group CEO 3

3 Core Broker Solutions Core Broker Solutions Core Broker Solutions Open GI Core System Key Features As the largest provider of the widest range of broking solutions, Open GI offers some of the best functionality in the market to drive your business forward. Other products within the Core Broker Solutions range include: Powerful Quote Generation Business Reporting Our Core Broker Solution range has been developed purely to improve your working processes, drive profitability and maximise your opportunities within both Commercial and Personal Lines trading. Open Core System The Open GI Core System is the ideal solution for any broker. From managing quotations and converting prospects to live clients, through to reconciliation of accounts with insurers, the entire broking process is catered for. Our latest innovation to the Open GI Core System is the development of Core 14 the most powerful back-office technology currently in the marketplace. Its combination of speed, efficiency and reliability ensures the broking experience is improved across a number of business lines. The simplicity and effectiveness of the Open GI Core System and Core 14 offer you total control and automation. They can also be enhanced to focus on a number of key broking areas, such as ecommerce, business intelligence or niche scheme management. The choice is yours. In addition, the system offers a full range of comprehensive accounting and reporting facilities to make managing your business easier, whilst letting you focus on your customers. Add-on Marketplace CreditLine Plus Custom Quote Customer Portals Document Distribution InfoCentre Plus Open Suite (Open Word, Open Attach, Open Document Centre, Open Print Manager, Open Workflow Manager) Open Client Check Open-i SMS Catering for both Commercial and Personal Lines, the Open GI system offers the most powerful quote engines on the market. They introduce faster, more effective call handling and processing speeds. Risk data can be easily captured and multiple styles of quotation can be delivered within seconds of making a request. With thousands of insurer products to choose from, along with dynamic rating from major insurers, you can be sure of a wide variety of competitive quotes. Capturing and Managing Prospects Import prospect information electronically using a fully flexible and validated prospect data capture and storage system. Enables effective cross-selling, campaign planning and document production. Compliance Functionality Introduce scripted question sets and record responses to meet regulatory needs, along with client money and risk transfer recording. Comprehensive Security and Audit Trail Monitoring Password controls and permissions introduce better security (option to link to active directory). Audit trails display all policies accessed during the working day. Produce reports to monitor your business performance, i.e by staff, by client, by insurer, by policy. User Experience System usability is paramount to the success of the platform. With easy-to-navigate tool tips, message bars and drop-down menus, generating a quote is at its simplest. Payment Handling A variety of payment options are available including BACS, Premium Finance, credit & debit card. Approved operators can validate, authorise and process payments without leaving their desk, reducing the time it takes to process a policy. Managing Clients and Placing Cover Track the whole lifecycle of the policy from quote to renewal using diary functions and automated document generation. Customer Correspondence Letters, registers and presentations can be generated easily and converted to PDF for ing. These can then be stored against a client record, making document generation and printing a single operation. 5

4 Commercial Lines Commercial Lines Technology Open GI supports the UK and Ireland s largest commercial brokers and continues to lead the market in the development of new commercial technology. Open Trader is designed to change the way brokers trade Commercial Lines business. Its simple electronic nature streamlines the Full Cycle process and offers comparative quotes from multiple, leading insurance providers. The solution supports multiple markets including Open Market and our sister company, PowerPlace. With the ability to quote, compare and sell all via one question set, our Commercial Lines technology has been developed to bring greater efficiency, choice and time savings to your business whilst delivering exceptional service to the SME market. Coupled with the Open GI Core System, Open Trader allows you to create professionally-styled commercial registers using all the graphical and formatting functionality of Microsoft Word. Your brand, text, colour and imagery can be incorporated easily, with drag and drop functionality, by following a simple step-by-step process. Other products within the Commercial Lines Technology range include: Open Client Fact Find Registers developed to bring you greater EFFICIENCY 7

5 ecommerce Solutions ecommerce Solutions ecommerce Solutions An All-In-One Hosted Online Package estarter is your introduction to the Internet. Our in-house web development team helps translate your ideas into branded web pages, bringing together an online catalogue that publicises your business, products and services. Instant Online Trading ebroker is the market-leading online quote and buy toolset for motor, home, commercial vehicle and bike risks. Complete web design and integration via the ecommerce team ensures your brand has online appeal, in keeping with your corporate identity. Commercial E-trading ebroker for PowerPlace is your gateway to selling SME commercial business to clients via the web using the power of the PowerPlace platform. Whether you trade lines such as Property Owners or Tradesman, ebroker for PowerPlace will put you at the forefront of online product distribution in a rapidly growing market. Exploiting Price Comparison Sites eaggregator is an Internet interface that can help you achieve product listing with major online aggregators - exposing your business to the widest possible Internet audience. Options are available to automate niche schemes and improve business intelligence with a real-time picture of performance. Schemes Brokers who trade and develop niche, Commercial or Personal Lines schemes are able to take advantage of a comprehensive range of schemes. Niche scheme brokers will benefit from a range of specific features designed to streamline the processes needed to build and manage more complex risks. Business Intelligence Open GI offers a range of powerful Business Intelligence tools to help you monitor and report on business performance, driving out inefficiencies and increasing profits. InfoCentre Plus enables the real-time mirroring of businesscritical information and presents it in a Microsoft SQL Server database, an industry-recognised format compatible with common third-party data mining applications and reporting tools. Its sophisticated measuring and monitoring capabilities provide a clear picture of every aspect of business performance such as monitoring adherence to TCF policy, renewals, diaries, quality control, debtors/creditors and effectiveness of marketing. Flexible Web Service equotes provides an online quote service via integration between your uniquely designed website and Open GI s fully hosted XML-based quote engines. You get total control over your ecommerce data capture and workflow while your web specialists make a call to the Open GI hosted equotes web service to gather quotes. Online Quote Manipulation Active Quote for ecommerce is a flexible pricing tool that enables brokers to apply rules to a comparative quote engine in real time for online or offline quoting. These rules can be created according to the broker s target market and insurer agreements, and can be switched on or off immediately. benefit from a range of specific features designed to streamline The Microsoft SQL database format integrates with other applications, such as telephony systems, CRM tools or even company websites for the purpose of providing clients with access to policy information. 9

6 Broker service and support A-z Broker Service and Support Our frontline support team handles all system queries, and useful advice and guidance are provided via the Open GI online support site 24-hours a day. Support Centre Dedicated frontline application and hardware support is available from Open GI specialists with comprehensive online support and call-back facilities. On-site Delivery Services We take whatever steps are needed to keep your system fully functional and at maximum operational performance. This is achieved through installation, upgrades and on-site maintenance and repair, backed by agreed support levels from technology partners. Remote Systems Management Our specialist teams can solve issues remotely, providing system support and upgrades straight to your desktop. Enhanced Support Service A special support package is available for those who wish to outsource the administration of their IT system. This includes daily system monitoring, release management and extended support, carried out by a dedicated contact who understands your business. High Availability For businesses that require extra Back-Office resilience, Core High Availability gives you peace of mind that in the unlikely event of a hardware failure, a second server will take over the workload, allowing your business to continue trading within a matter of minutes. Express Backup We offer a solution that backs up your Core Back-Office to a network repository, removing any manual intervention. Further configuration options include the ability to stream data to a secondary server (perhaps geographically diverse) to provide complete Disaster Recovery. Business Continuity Protection Open GI is able to provide a guaranteed hardware replacement solution within pre-planned timescales, including the provision of emergency engineers on site and instant data restoration. System Consultancy & Development Our Consultancy and Training Teams are always available to help you stay up to date with the latest software developments and help you improve your system efficiency. Active Quote Active Quote allows users to apply flexible pricing rules to a comparative quote engine for online trading and their Core trading system, by adding specific loads and discounts according to target markets and insurer agreements. Add-on Marketplace A fully integrated quote, offer and acceptance comparative quote engine for add-on policies at point of sale for all business lines. Address and Vehicle Look-Up A cost-effective solution that allows you to perform look-ups at either street or premises level, in addition to DVLA* data, held by Carweb, that can be automatically retrieved via the Open GI system or your website. *DVLNI in Northern Ireland. Advanced Prospect Management A completely flexible and validated prospect data capture and storage system that uses a single, separate database for all prospect records. Business Continuity Service A service which guarantees delivery of loan equipment to keep businesses running with the minimum of delay. Core High Availability For businesses that require extra Back-Office resilience, Core High Availability gives you peace of mind that in the unlikely event of a hardware failure, a second server will take over the workload, allowing your business to continue trading within a matter of minutes. Core MSP The complete office administration system for insurance brokers dealing with Commercial and Personal Lines business. Core can be deployed as a Managed Service Provision (MSP) whereby access is via a secure Internet connection. Core System The complete office administration system for insurance brokers dealing with Commercial and Personal Lines. 11

7 A-z A-z CreditLine Plus Meets the latest PCI DSS compliance requirements, offering you a fully integrated service for making secure, fast and simple electronic payments by credit and debit cards. Custom Quote Integrated with our Personal Lines quotation engines, Custom Quote supports the addition of broker specific data capture - enabling you to capture data that is not part of our generic question set. eaggregator An Internet interface that can help you achieve product listing with major online aggregators - exposing your business to the widest possible Internet audience. ebroker for PowerPlace ebroker for PowerPlace is your gateway to selling SME commercial business to clients via the web using the power of the PowerPlace platform. Whether you trade lines such as Property Owners or Tradesman, ebroker for PowerPlace will put you at the forefront of online product distribution in a rapidly growing market. A platform for smartphone/tablet devices, mbroker for PowerPlace, is also available. ebroker for Personal Lines The market-leading online quote and buy toolset for motor, home, commercial vehicle and bike risks. Complete web design and integration via the ecommerce team ensures your brand has maximum online appeal, in keeping with your corporate identity. Enhanced Support Service and additional services An extended support service that allows you to outsource the administration of your IT system. estarter Your introduction to the Internet. Our in-house web development team helps translate your ideas into branded web pages, bringing together an online catalogue that publicises your business, products and services. Express Backup A solution to back up your Core Back-Office to a network repository, removing any manual intervention. Further configuration options include the ability to stream data to a secondary server. InfoCentre Plus A powerful Business Intelligence tool that allows you to access a living image of your business data through Microsoft SQL, an industry-recognised format compatible with third-party data mining applications. InStream A tool that automatically turns data gathered from external sources such as the web and third-party mailing lists into new prospect records for follow-up. Insurer Administration System A system that enables insurers to trade on a Full Cycle EDI basis by automatically processing inbound EDI messages. mcommerce Responsive platform allows end users the ability to purchase insurance, on the move, with devices such as tablets and smartphones. Fully integrated with CreditLine Plus for PCI compliance. Open Attach Software that allows you to attach any files, including Open GI and Microsoft documents, to the Prospect, Client or Policy record within the Core Back-Office. Open Call Management Secure call recording that supports caller ID recognition, categorisation of stored calls alongside pause and resume technology for compliant card payments. Open Call Management is an efficient way of storing calls within a version controlled vault, directly accessed from the Core Back-Office. Open Client Check An automated solution to screen clients at key trigger points during the policy administration process. A system that is fully integrated with the Core Back-Office and leading third-party data providers to provide a comprehensive selection of checks, including insurance fraud, claims (sourced from CUE ) and ID. Open Client Fact Find A fully integrated solution with both Core Back-Office and the PowerPlace platform. Client Fact Find provides you with access to a library of commercial questions in a structured data capture form to aid the production of a risk register. 13

8 A-z A-z Open Document Centre Allows you to control the printing process for your entire business from one central location, automatically converting Back-Office documents to PDF and providing all the tools necessary to manage multiple print queues. Open Document Portal A secure, branded and fully hosted web portal which allows substantial savings in printing and postage costs to be made. Customers are also given access to documents 24/7. Open Print Manager A flexible user interface that enables system documents, including those generated by the EDI process, to be output in PDF format and distributed within the print queue. Open Renewals Portal The Open Renewals Portal allows you to invite clients to log on and renew their policies online, on a like-for-like basis, with their current insurer. Available for all product lines, Open Renewals Portal is fully integrated with the Core Back-Office and also CreditLine Plus, for compliance. Open Trader A fully integrated SME trading platform, which simplifies the Full Cycle process for commercial risks and offers comparative quotes from multiple insurance providers. Open Word An extension of the word-processing capability of the Core System that facilitates the use of Microsoft Word for one-off documents and template creation. Open Workflow Manager Software that automatically converts Personal Lines business from prospect to live and transfers data into the Back-Office without any manual intervention. Open-R A commercial register tool that enables you to create professional register presentations using Microsoft Word. Premium Finance Software A fully integrated module which makes available electronic trading of selected premium credit facilities as part of your data capture, quotation and sales process. Regulation Module A module that introduces a range of system enhancements that will assist with compliance procedures. Sanctions Checking Module Allows you to screen clients against Her Majesty s Treasury UK and NI sanctions list at Point of Sale and throughout the life of the policy from within the Open GI system. Scheme Toolkit A suite of software designed to enable you to develop your own workflow including automated document production and transaction creator. SMS Text Messaging A communications solution providing integrated functionality to send text messages. xstream A dedicated Java-based web service that enables broking applications to communicate using the industry-standard XML format. Open-i Our market-leading quotation engines for motor, home, commercial vehicle and bike risks, with a dramatically improved user interface that transforms the Back-Office into an intuitive, point-and-click style system without losing any of the core functionality. 15

9 Address Buckholt Drive, Warndon, Worcester, WR4 9SR To find out more about how Open GI can help you, contact our Sales Team on: Call: Visit: Open GI is a trading name of Open International Limited. Registered in England No: Registered address: Buckholt Drive, Warndon, Worcester, WR4 9SR VAT Registered No: GB Copyright Open International 2014 M_1058/09/14