IMIS 4'6 Software

1
IMIS 4.6 (Software)

• Integrated Marine Insurance System
• By
• DATAMATION
• Computer Consulting Applications

2

• Management Overview
• IMIS 4.6 (Software) is an integrated system that
  manages marine insurance contracts through a
  user-friendly graphical interface. The
  application can handle many different currencies,
  supports multiple ships in a contract and
  calculates premiums, claims and accounts. In
  addition, it can automatically create accounting
  information, debt reminders, statistics, reports
  and contracts.
• Intended for
• Marine brokers, marine insurances and
  ship-owning companies.
• Platform Runs on all Windows platforms.

3
Table of Contents

• General
• Policies
• Documents
• Claims
• Accounting
• Administration
• Statistical Reports

4

• IMIS consists of six subsystems, each one
  covering a
• different marine insurance brokerage process.
• Policies Management
• Documents Creation
• Claims Management
• Accounting System
• Administration
• Statistical Reports

5
Table of Contents

• General
• Policies
• Documents
• Claims
• Accounting
• Administration
• Statistical Reports

6

• The Policies subsystem is the heart of the
  system. It covers more than 30 insurance types
  including HM, PI, I.V, LOH, WAR, MPI, FMC etc.
• With IMIS 4.6 (Software) you can even create your
  own policy types with custom calculation methods,
  commissions, fees or other parameters.

7
Start by filling policy currency, Interest name
and Customer and specify Underwriting, inception
and expiration dates. It will calculate the days
for you. Specify the order and Insured value
and proceed to second tab.
8
IMIS provides you with an unlimited number of
commissions and fees, all useful later on for
ledger and statistics. Specify also Leaders,
third parties involved and partial amounts if
exist and save the policy to move to the next
step which is placing.
9
Start by choosing the insurance associate, type
in his line and commissions. You can either type
in the percent or the amount next to it. The
system will calculate the other for you.
Split the fleet to as many brokers or insurances
as you wish until the sum of lines reach your
order. You can now ask IMIS to produce the
installments for you.
10
Specify the number of installments and IMIS will
produce both Broker and Customer installments
ready to be send to your ledger system. You are
done! Next step is to ask IMIS to produce your
documents
11
Table of Contents

• General
• Policies
• Documents
• Claims
• Accounting
• Administration
• Statistical Reports

12

• IMIS will create for you all the necessary
  documents either for the customer or the
  Insurers, Bordereaux, Cover Notes, Debit Notes,
  Fleet lists, Terms and Conditions etc.
• It uses Ms word to build documents and enriches
  them getting data from your policies. This way it
  saves tens of hours of typing and minimizes error
  possibilities.

13
IMIS comes with a number of document templates
made of paragraphs. User selects the
paragraphs applicable for each case and builds
the document with a push of a button.
14
The created document will get the necessary data
automatically from the appropriate policies.
Each installation can modify the paragraphs or
build others so that they best suite their line
of business.
15
Table of Contents

• General
• Policies
• Documents
• Claims
• Accounting
• Administration
• Statistical Reports

16

• IMIS maintains all types of Claims and Claim
  payments (customized in the Systems Parameters).
• It monitors all payments produced in different
  dates for every broker of the policy.
• It automatically calculates the broker payment
  amount, taking into account the total payment
  amount, collective commissions, and other
  Information from the original policy, such as
  lines, deductibles, etc.

17
Comprehensive screens help you track all
important details of the claim. This info will
be a valuable tool when you later on produce
statistics for the fleet or vessel.
18
Table of Contents

• General
• Policies
• Documents
• Claims
• Accounting
• Administration
• Statistical Reports

19

• Except for the features you would expect from a
  fully functional Ledger System, you also get
• Multiple base currencies. This way you can have
  reporting in two more currencies besides your
  local.
• Automatic Transactions from the Policies and
  Claims systems thus minimizing the user effort.
• Laser quality reporting
• Automatic installments with two different methods
  and different due dates.
• Interface to your own ledger system
• Other special features that best fit the
  Insurance business process.

20
Accounting entries can be linked with a policy
or claim. You can later on search for entries
using vessel name or policy type etc.
21
Table of Contents

• General
• Policies
• Documents
• Claims
• Accounting
• Administration
• Statistical Reports

22

• Together with the Policies Management subsystem,
  Administration comprises the base system.
• With this module you maintain
• Customers file with names, accounts, phones,
  contact persons etc.
• Associates file for your Brokers or Underwriters
  with all the necessary info.
• Vessels file with all its vital info
  (flag,weight,age etc) plus keeping track of name
  changes.
• Third Parties with contact information
• Policy and Claims Types, currencies, rates,
  document types etc.
• Other customization parameters

23
Second page with important info about vessels.
This info is later on used to produce valuable
statistics.
24
Table of Contents

• General
• Policies
• Documents
• Claims
• Accounting
• Administration
• Statistical Reports

25

• Statistics is among the most important strengths
  of IMIS.
• It uses an open database model so that the user
  can produce his/her own statistics with all the
  common tools (Databases, Spreadsheets etc.)
• It provides database views that make drill down
  reporting a breeze.
• It comes with a number of excel samples that get
  you started in hours.
• Helps user create and manage custom reports.
• Lets you know Productivities per customer, per
  policy types, per year, per broker etc.
• Displays historical data for any vessel or
  customer or broker.
• And lots of other info that make fleet placement
  an easier task.

26
Annual Production Report
27
Its statistics module along with the innovating
document management subsystem is a powerful
weapon in every marine insurance brokers hands to
effectively present and manage his/her policies.
28

• IMIS 4.6 (Software) comes in 2 editions
• Small Business Edition
• Policies Management
• Administration Management
• Basic Statistics
• Enterprise Edition
• Policies Management
• Administration Management
• Claims Management
• Accounting System
• Documents Creation
• Full Statistics

29

• For more information, please contact
• DATAMATION Computer Consulting Applications
• 9 Panathineon Street Maroussi, 15124
• Athens, Greece
• Tel. [phone]
• Fax [phone]
• Please forward your questions about IMIS to
• info_at_datamation.gr