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CERTY ERP
We are well aware that completely replacing the insurance management solution that forms the core of a broker’s or company’s information system can represent too radical a change for a company.
One way to avoid the big bang is to disconnect functions that require frequent upgrades, such as underwriters and customer relations tools, and to invest in agile, scalable business rules and process management bricks.
Certis Software is able to meet all these needs thanks to our various modules, which together form the CERTY ERP solution. Individually, they can be integrated into your existing information system, thus complementing or enriching it with an agile, fully customizable solution.
– Product family configuration
– Product configuration
– Warranty creation
– Clause creation
– Formula configuration
– Conditioning of expected elements by formula
– Index management
– Tax management
– Management of pricing criteria
– Linking a warranty to a product
– Management of warranty base prices
– Management of minimum warranty prices
– Management of warranty start and end dates
– Creation of pricing criteria
– Attach pricing criteria to one or more warranties
– Management of coefficients influencing the base price of benefits
– Manage start and end dates for pricing criteria
– Broker/supplier referential
– Commissioning model (base, rate, frequency, etc.)
– Slip generation
– Automatic variable generation (for in-house sales staff)
– Automatic detection of anomalies
– Generation of SEPA transfers
– Claims type management by product
– Claims management modes
– Claims status management
– Claims creation
– Third-party management
– Valuation and provisioning
– Claims settlement management (incoming and outgoing)
– Mission management
– Recourse management
– Employee and team management
– Payroll follow-up and transfers
– Leave management
– Sick leave management
– Expense claim management
– Overtime management
– Transportation expenses
– Advance payment management
– Infringement management
– ATD and loan management