Flexibility and Reliability |
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Talisman7 has been designed to be adaptable.
For those Intermediaries that produce their own policies, Talisman7 is multi-talented. Currently it has the ability to produce, Professional Indemnity, Retailer’s Package, Commercial Combined, Liability only, Property Owners and Household policy schedules to your own design. The system also produces Employers Liability Certificates, which can incorporate the “carriers” logo and your company logo in full colour if required.
There is screen help on all pages. Just click the button for help and guidance.
Checks the new name and postcode automatically to avoid the embarrassment of duplication.
Reliability is a major factor. The way the system is constructed makes it very difficult to make mistakes. The system will not allow you to process something unless all the correct fields are completed. It has defaults, which, if it thinks you have made a mistake will prompt a notice on screen asking you to confirm that it is OK to proceed or re-enter to correct.
Talisman7 does produce renewals and if the client has had a claim it will highlight that policy so that you have the up to date position. No more embarrassing situations of the account handler not knowing, that a claim had been reported. |
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Records : Broker, Account Manager, Insured, Address, Trade and Premium Details including commissions. |
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Records : Sums Insured, Warranties and Endorsements. |
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Claims Registration and Payment tracking |
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Records : Date of claim, Type of claim, claim details and Reserves.
Tracks all payments partial and complete |
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Automatic diary entries are made for Premiums due, Proposals due and Surveys due. Also, the user may enter a manual entry as required. |
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Proposal Reminder Letters |
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Talisman7 can produce up to three letters as a reminder that proposals are due. These letters are sent at defined intervals and can be set up with differing wordings as appropriate. |
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Numerous reports are already available ; including
Declaration Bordereaux
Statements of Account
Aggregations
Income Analysis
Premium Analysis
Claims Ratio Analysis
Trade Analysis
Daily Transaction Listings
All reports can be tailored to the individual’s requirements. |
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All correspondence can be held within Talisman7. Linking to Microsoft Word allows for merging of data in to the user defined template to speed up letter production. |
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