One platform for your whole broking operation.
All the schemes work - quoting, binding, document generation, policy management, bordereaux, reporting - plus open market business, accounting, claims, customer portal, integrated payments, and customer communications.
The core Schemes Platform functionality.
Broker PAS+ includes the Schemes Platform in full - Polaris ProductWriter for rating and rules, plus everything to run schemes from quote to bordereaux.
Broker PAS+The complete solution
Schemes PlatformThe schemes core
+Core policy & underwriting
+Configuration, workflows & automation
+Data, reporting & bordereaux
+Platform foundations
Added by Broker PAS+
+Accounting & financeAccounting, payments & finance
+Customer serviceClaims, portal & comms
+Sales & retentionPipeline & alternative quoting
+Multi-brand & divisionOne platform, multiple entities
Plus everything you’d expect from a full PAS.
Accounting & finance
+
Client accounting (IBA)
Premium accounting, client money management, reconciliations.
+
Office accounts
Manage your office’s books alongside client accounting.
+
Integrated payments
Card payment gateway for taking premiums directly.
+
Premium finance
Originate and manage premium finance loans, so customers can spread payments.
Customer service
+
Claims management
Log, track, and report on claims, integrated with policy records.
+
Complaints management
Log, track, and report on complaints, with regulatory and insurer summary reports.
+
Customer service portal
Self-serve payments and renewals for your customers.
+
Customer communications
Integrated email, SMS, and WhatsApp - auto-assigned to the policy.
Sales & retention
+
Prospect pipeline
Track prospects from enquiry through to bind.
+
Alternative quoting
Review existing policies and generate alternative quotes.
Multi-brand & division
+
Multi-brand
Run multiple trading brands from one platform.
+
Multi-division
Operate multiple operationally independent divisions from one platform.