- Single customer view over the entire solution, offering accelerated levels of customer service & customer knowledge
- Multiple geographical processing to cater for international businesses & processing
- Enhanced Intermediary management for your business
- Flexibly designed to manage the multiple mechanisms in which you contact your customers – today & in the future
The SSP Select Contact business component provides a single source of management for any person or company (party) that has a business relationship of any sort with the insurance company.
The component allows the insurer to cater for the intelligent name & address capture, multiple points of contact, relationship management (including hierarchies), banking information, tax information for different countries & specialised information for individual & corporate contacts. This allows the insurer to gain real knowledge of the customer, increase revenue through marketing opportunities & reduce the turnaround time for service requests.
SSP Select Contact distinguishes between personal & corporate contacts (parties). Names may be entered… either structured or in free-format. Alias names may also be captured & used in searches. Corporate parties provide additional name & search capability for a ‘Trading As’ name & the ability to define preferred contacts & additional details.
Many standard corporate & personal roles are delivered within the system. These can be extended & new roles may be created. For insurance, service providers (assessors, surveyors etc.) are included – complete with ranking, speciality, compliance & area of operation, to assist the assigning of jobs.
Business roles may be automatically assigned to parties by the system, according to the context & nature of the parties’ involvement. For example, a party will be automatically assigned an ‘Insured’ role when added to an insurance policy.
Intermediary Role (Agreement, Accounts)
Within intermediary roles (including for reinsurance brokers), Agreements are created that have associated with them a billing account, along with the account’s terms of trade. Commission arrangements are also defined within these agreements. Multiple agreements may be defined per intermediary allowing, for example, personal & commercial lines to be written with differing business terms &/or commission structures. Intermediary roles also allow for the attachment of a logo/ graphic. This allows customer documentation associated with an intermediary to be branded accordingly.
Contacting a Party
For any party, it is possible to record many contact methods, including business mobile (cell) number, phone, fax & email, & home phone, fax & email. Special instructions (‘Not in the office on Fridays’ for example) can be recorded alongside each contact point.
Single Customer View
The SSP Select Insurance Contact component also presents the user with a single view of the customer, all the insurances, claims, payment, relationships, contact details, contact history are presented in a single interface. This interface also allows the insurer to add mapping software to overlay the information displayed for the postal addresses given for the insured & any insured location. This functionality could also be linked to databases that provide flood & risk information, or extended to include other insurances within the immediate location.