CIMS 3 -Version 412. has been released and some new exciting features are shown below. Contact your consultant for more details.
1 ) Shared Policy Number
With version 412. users will now be able to link policies across different clients via a universal policy number. This functionality is useful to see where multiple clients are linked under one holding company. This functionality ties into additional combined reporting that is also included in version 412.
2 ) Addition of A Sales Consultant
Sales consultant functionality has been developed so that a specific consultant can oversee the relationship for a specific number of nominated brokerages. This consultant earns a portion of the premium for the services that are being offered and this is setup via a new management screen.
3 ) Claims Service Provider / Creditor Blacklist
New functionality has been built in whereby the user can blacklist a service provider so that the service provider / creditor will not come up for quotes, payment or allocate service providers in the claims module. To blacklist a service provider you need to edit them in the service provider screen.
4 ) Enhanced Workflow - Per Insurer/ Per Product, Multiple Brokerages and Multiple Specific Users
Within the workflow module, additional filters have been added to enable one to setup triggers per selected Brokerages, Insurers, per products and per specific user type noted on a quote / policy.
5 ) Bulk Product Activation / Deactivation Across Brokerages
Within the Brokerage setup screen, one will now be able to activate / deactivate a product for all or selected brokerages in one central screen. Previously, a user had to go to each brokerage and amend the product activation list.
