Custy ADHOC

Custy Adhoc is the best platform to make your employees focus on value added services to customers by allowing nonlife insurance company or underwriting companies to

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    Operate simply, efficiently and timely

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    Reinvent the product offering taking into account single, multi and co-insurers capabilities
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    Provide the brokers and distribution channel with outstanding service level

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    Reduce operating expenses and increase competitiveness

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    Dedicate additional resources and time to quality & compliance procedures

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    Ease the implementation of your digital transformation journey

    Foundations

    Connectivity

    Web services and API administration to allow in and out easy connectivity with other internal of external softwares. Chorus and EDI enabled

    Security

    Encrypted communication and security layers to protect your data from potential intrusion

    User Management

    User descriptive, privileges and access rights  administration to ensure necessary and necessary only access to capabilities and data. Allows broker network to self manage their users

    Geolocation

    Easy geolocalisation capabilities including link to the Google key to ensure an easy localisation of the goods and claims.

    Compliance

    Embedded GDPR and AML CTF capabilities to help you to manage personal data fully in line with the regulations.

    Configuration

    Events Management

    Fully configurable policy events configuration and declaration.Central tool to always be on top of whatever is the type of event influencing the contract (subscription, amendment, claim, …)

    Underwriting management

    Configurable underwriting rules to list all the needed documents for a specific context. Automated document follow up and reminder to ensure your files are always up to date.

    Documents & Reporting Management

    Fully integrated EDM including template management and multi document (pdf, word, excel, audio, video …) to archive, consult and manage all the documents needed for your activity.

    Workflow and tasks Management

    Workflow customisation tool  ensuring flexibility on steps and validation rules to help you to fit to your operational rules and constraints.

    eSignature

    Embedded e Signature capabilities to allow any stakeholder to digitally sign the necessary documents

    Relashionship Management

    Efficient CRM capabilities to ensure proper follow up of client and partner  relationship.  Contact management, history and follow up of client contact, task related management, complaint management, seisin management

    Accounting

    Accounting Configuration

    Cash transfers and cash reconciliation management module that continuously ensure your cash is controlled in a timely manner. This module is also interfaced with workflows to trigger, for example, the activation of an incoming premium, or the payment of a surrenders amount.

    Auxilliary accountin

    Fully configurable technical auxiliary accounting (Policy/ Client/Partner ledger) to ensure proper technical bookkeeping.

    General Ledger

    Embeded General Ledger to prevent you to have to spend money on a dedicated tool.
    Balance management.
    Control tooling.
    Accounting Closure.
    Ledger detailed book.

    Receipt Management

    Receipt generation, adjustment, relaunch or retrocession management to ease the cash management.
    This is available in direct or trusted mode.
    Receipt generation.
    SEPA emission and rejection
    management
    Bank and online payment management.
    CHORUS PRO integration.
    Payment follow up.
    Reminder and Formal notice.

    Claims administration

    Claims configuration

    Configurable claim workflow to define the best process to follow depending on the claim type.

    Claim management

    Automated claim workflow and rules to allow efficient procedural claim management.
    Inter-claim link management.
    IRSA Integration.
    Recourse management.

    Claims statistics

    Integrated flexible Claims/premium ratio calculation per contract, group of contract, client, … to guaranty you always have a detailed view on your profitability.

    Claims Preservation

    Annual deductible management to allow a simple and transparent view of company budget management.

    Policy Administration

    Client Management

    Role based management for clients and prospects involved in the life of the policy to provide unicity of a Client and a Single 360 view of its activities.

    Insurers management

    Insurer descriptive and dedicated product descriptive to allow single multi and co-insured coverage management .

    Policy Management

    Policy subscription and amendment including clause risk object and risk descriptive to describe management rules for all type of non life risks including industrial, maritime and fleet.
    FVA interface

    Distribution Network Management

    For any type of policy event, necessary taxes, fees or commissions are calculated and properly booked to ensure proper details of every financials are available in the system.
    ORIAS Interface.