Insurance Information Exchange

1
Insurance Information Exchange

• Version 2.5.0. Enhancements

2
Policy Details - Profile

• Enhancement of this report will provide a rate
  against the risk item and cover type.
• This will then provide a function whereby the
  data can be exported to provide a current
  overview of the rating applicable to a specific
  policy for each cover type.

3
Rate on Cover Type

• For each Risk Item we display the Rate Applied
  against the Cover Limit Sum Insured.
• This is a rate that is calculated on an annual
  basis against the Premium inclusive of VAT where
  applicable.

4
Warranties Definitions

• Warranties and Definitions can now be defined in
  English and Afrikaans. These can now be loaded
  100 as per the insurers definitions.
• These are printed automatically as the cover or
  attribute details have been defined.
• There is no user intervention required to ensure
  that a warranty is printed correctly. These also
  included clauses and cover definitions.

5
Risks Claimed Report

• This report will provide details on the claim in
  a summary of the current flow status and the 5
  financial status details of the claim.
• This detail is per Risk Item and Cover Type under
  an Insurer.

6
Risks Claimed Summary Report

• This report will provide details on the claim in
  a summary of the current flow status and the 5
  financial status details of the claim.

7
APO jobs associated to Banks

• An APO job can now be associated with a specific
  bank or group of banks.
• We have added a specialised function to add an
  APO job to collect premium from a facility other
  than a Bank.
• If you have an internal financial arrangement or
  a salary process.

8
Printing Bookmark Endorsement Pro-rata due date

• A bookmark has been added to enable the user to
  print the Due Date of the pro-rata / once-off
  premium on an amendment to be collected.

9
Printing Bookmark Endorsement Pro-rata due date
for the Letter

• A bookmark has been added to enable the user to
  print the Due Date of the pro-rata / once-off
  premium on an amendment to be collected.
• This will now print on the amendment letter.

10
Print pre-cancellation schedule

• During the cancellation process a schedule of the
  current cover and premium can be printed and auto
  saved to the system.
• This will enable a record of the policy prior to
  cancellation for future reference purposes.

11
Printing Bookmarks

• LetterEndorsementDateEffective
• LetterEndorsementDateDue
• LetterEndorsementDateAgreed
• EndorsementDateEffective
• EndorsementDateDue
• EndorsementDateAgreed

12
Fixes

• Description update of the income or expense item
  in claims.
• Policy profile and insured risks profile details.
• Added net of VAT and VAT on premium in the Risks
  Insured tab under the policy.
• Claim correspondence listing of information
  refresh updated as well. First column to be
  comment field?
• Printing of the policy fees anticipated on a
  proposal is correctly calculated as per the
  defaults associated with the policy and can only
  be updated once the Policy is activated.

13
Add Multiple Risks to a Section

• The dialogue when adding Risk Items to a section
  has been enhanced to add Multiple Risk Items
  instead of each Risk Item on an individual basis.
• The dialogue can be filtered to list all items or
  items that have no cover on the policy.
• This will greatly enhance the addition of
  multiple risks where we add for instance 200 life
  assureds on a single bordereaux in the master
  policy environment.

14
Risk Item Search Facility on Claim Details
Dialogue

• When a Risk Item is associated with a claim, and
  there are multiple risk items on a policy,
  specifically in the master policy environment, it
  makes sense to search for a specific Risk Item as
  the list can have from 1 to a 1000 or more
  entries in the list view.
• The Search facility will allow the user to type
  details of the Description for the Risk Item as
  well as the criteria of the Default Attribute
  value.
• The item found will be highlighted and it will
  automatically be selected.

15
Print Commands Added

• Print Pre-Cancellation Policy Schedule
• Print Pending Cancellation Letter
• Print Cancellation Letter - Premium Non-Payment
• Print Cancellation Letter - Client Request
• Print Cancellation Letter - Adverse Claims
• Print Cancellation Letter - Client Deceased
• Print Cancellation Letter - Adverse Service
• Print Cancellation Letter - Competition

16
Enhanced Macro code - Excel

• Enhanced macro variables to allow for enhanced
  macro code to be added to the generation of pivot
  tables when exporting data from IIX to excel

17
Enhanced Macro Code - Word

• The macro code in Word has been updated to
  incorporate one module instead of the current 6
  modules.
• This includes the translator and save modules
  etc.
• It is imperative that the new modMain module
  and SectionDef modules are incorporated into the
  current templates before upgrading to the new
  version.

18
Template Naming Standard Adjustment

• The MS Word Template naming standard has been
  amended to remove characters from the Template
  Description such as
• Characters , , _, -, , (, ),
  ., etc.

19
IIX OLAP Warehouse Update

• The IIX WH has been updated with the latest
  Premium Bordereaux Cube.
• Included with this new cube is the 3 workflow
  related cubes to measure, Open Logs, Log History
  and User Production.

20
IIX WH Log History

• The information available to the user pertains to
  Managing Firm, Location, Representing Broker and
  Insured, Completion Status, Insurer, Date Log
  Activated, Log Reason Log Type, Policy Type,
  Flow Task in Workflow, User and the Number of
  Logs.

21
IIX WH - User Production

• The information available to the user pertains to
  whom the Workflow task is Assigned too, Managing
  Firm, Location, Representing Broker and Insured,
  Insurer, Date of the Log, Log Reason, Policy
  Type, Flow Task, User, Number of Hours on
  Workflow and the Volume of Tasks Allocated.

22
IIX WH - Open Workflow Logs

• The information available to the user pertains to
  Managing Firm, Location, Representing Broker and
  Insured, Insurer, Policy Type, Flow Task in
  Workflow, User and the Number of Logs and the
  number of Days Allocated.

23
IIX WH Premium Bordereaux

• This report provides premium history against the
  premiums raised in terms of invoices and credit
  notes, and how these transactions were settled.
• The measuring dimensions are from Broker Firm,
  Location, Administrator, Insurer, Representing
  Broker, Policy Type, Cover type, Risk Item,
  Receipt Type etc.
• The measurement is against Gross Premium,
  Commission, Admin Fees, Policy Fees, Income
  Items, Net Premium, Licence Fees, Lloyds Tax etc.
• Within IIX there are 5 earning entities defined
  in the split expense definitions and these are
  covered in this Enhanced OLAP report.

24
Auto Assign in Workflow Override

• The Auto Assign in the workflow which allocates
  the flow task to the next user in the next group
  when a task is completed can now be overridden so
  that the user working with the process can retain
  the work flow allocation from the start of a
  process to the completion of the process.