Extract information and organize your Data
Reduce the dependence for the preparation of reports and statistical reports.
We define the InfoManager as the perfect complement for the other SISme modules, which are responsible for entering data into the system and the InfoManager is responsible for extracting information in the form of queries and reports (Specifications), from data organized for these purposes.
Integrated Solutions
Data Source Maintenance
Report Definition
Report Results
This is organized in the system under the name of Data Sources.
The Data Sources are prepared by the technical staff of the Information Technology Department, which contain a list of columns organized in a comfortable and manageable format for the user, giving them the facility to create multiple types of reports in an agile and productive.
Thus reducing the dependence of its technology departments for the preparation of reports and statistical reports.
Access to the data QUICKLY!
The Data Sources are stored in an independent database, although related to the SISme, and in it the data is summarized and indexed by multiple columns.
Which means that access to the data is carried out in a minimum fraction of time.
Data on real time
InfoManager has the flexibility to take the data directly from the SISme transactional database.
Thus offering the possibility of analyzing operations in real time, thus speeding up decision making.
Reports with specifications
The reports and queries made in InfoManager are saved as specifications.
That they can later be identified by users and assigned according to their security levels. The user will be able to authorize or define the users who can see, modify and execute the specifications designed by him.
The user has a list of previously authorized or defined data sources on which he can design his specifications.
Data Source Maintenance
Client and Company administration create and maintain information on clients, groups and insurance companies in the local and/or foreign market.
The codification for each client is one of the main characteristics of SISme, thus allowing it to be related to the entire database.
The concept of the group is used with the purpose of relating several clients (person or company), in such a way that they can have a common treatment within the SISme.
This grouping facilitates
- The profitability analysis of a group.
- The printing of the account statements of the clients of a group.
- The identification of the people or companies related to a client, allowing a quick evaluation of the incidence of a decision made with the client.
Report Definition
In this module, the information of the intermediaries in the sale of insurance is created and maintained.
Among the most important information provided to the SISme are the type of intermediary (local agent, broker, etc.), and the commission that has been agreed to be paid in each branch, serving these parameters for the assignment of commissions at the time of working a new policy or make changes to an existing one.
Broker commission account statements are prepared automatically, based on the information handled by the accounts receivable subsystem.
Production reports and accounts collected by agents and brokers are tools provided to sales management for comparison and evaluation with their budgets and plans.
Also comparative reports of sales by agents / brokers and summaries by lines of business of the portfolios are prepared by the SISme.
Through this module, the data of the local agencies of the company are managed. Each one of the intermediaries identified as local agents are related to an agency, thus allowing the automatic preparation of production statistics by agency and the payment of commissions to their supervisors, based on the agents’ sales.
The SISme allows you to query Producers’ portfolio on the screen, detailing in a first level the general information of their policies and allowing the selection of one of them in particular to query its data in detail (the risks covered, claims incurred, account statements , etc.).
Report Results
It is the most important subsystem, with the largest number of options and where most of the documents issued by SISme are produced.
It is the most important subsystem, with the largest number of options and where most of the documents issued by SISme are produced.
All the work of issuing new policies, the maintenance of existing ones and the control of renewals and cancellations is done through this module.
The SISme performs automatic calculations of the annual premium, premium to be invoiced and taxes, reducing manual labor in such a way that only the risks to be insured, the coverage, and the insured values are entered.
For the calculation of the premium to be billed/credited in the case of policies for a period other than one year, the SISme is provided with the two most commonly used forms of calculation, pro rata and short term.
This module keeps the history of the policies updated since their issuance, continuous changes and their renewals, in such a way that the status of a policy can be viewed at any date since its issuance.
The documents issued in this module are the following
- Policy Condition (Dec Page)
- Endorsements
- Certification
- Invoices and Credits
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