Designed specifically to meet the needs of insurance brokers, Core is an all-in-one broking system that deals with both personal and commercial lines to bring real benefits to your business. As well as giving you total control and automation, Core delivers a combination of speed and functionality that reduces costs right across your operations. It also frees up time spent on administrative tasks so you can concentrate on more important things – like generating sales and providing excellent customer service. Core supports brokers across UK and Ireland, helping you to stay ahead of the competition and deliver exceptional service to your clients.
• Seamlessly tracks prospect, client, accounting and policy management workflows.
• Standardises management reporting data for consistency and business-wide/market evaluation.
• Increases your book of business and insurer connectivity to automate servicing requests and access markets.
• Ensures your data remains secure with our comprehensive security and audit trails.
• Connects to Open GI’s Partner Network, which hosts over 150 partners from market-leading insurers through to data and enrichment specialists, so you can gain greater access to markets and automate your policy workflows.
Core offers a highly flexible prospect data capture function that creates a database of all of your prospect records. It easily automates new business sales workflows and helps you shape your marketing campaigns efficiently – allowing your staff to up-sell and cross-sell.
Core has a range of standard integrated workflow solutions to help you keep on top of the entire distribution process. Our solution covers client document management, address and vehicle-lookup services, branded template/letter creation through to distribution management and SMS text messaging facilities.
The Core integrated trading application offers four main rating engines for personal lines, a single platform for commercial lines distribution and a solution for add-on products; all of which cater for new business, mid-term adjustments, cancellations and renewals and offer full electronic policy fulfilment.
Core offers a range of fully integrated payment facilities to offer convenient payment choices to your clients. The solution manages all client payments on your behalf to banks, card schemes and payment networks – with the highest levels of security.