eGlobal
is an e-Commerce enabled, client centric application,
handling both structured data processing requirements
such as policy processing, as well as important unstructured
client related data including correspondence, images
and files.
eGlobal addresses all of a broker’s requirements
from client and prospect management to quotations, policy
recording and tracking, document production, client
budgeting and claims management.
Integration with other desktop technologies including
word processing and spreadsheets provides a complete
information processing solution. More than just a broking
system, eGlobal provides a high level of interaction
between the broking functions and financial reporting
to provide a comprehensive management tool.
eGlobal is designed using Windows based client/server
architecture and relational database technology to deliver
a complete management system.
Modular in design, eGlobal is a set of building blocks
that can be customised for the individual user and which
will readily adapt to the incorporation of new technologies
as these become available.The following eGlobal modules
are available:
- Client/Prospect Recording
- Quotation and Policy Recording
- Schemes module
- Accounts Payable
- Accounts receivable
- Sundry Accounts Payable
- Claims Management
- Underwriter Agency System
- Claims Accounting
- Client Budgeting
- Time Cost System
- Third Party Schemes Administration
- Facultative Reinsurance
- Integrated General Ledger
- eLink eCommerce Integration
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