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
Operate simply, efficiently and timely
Provide the brokers and distribution channel with outstanding service level
Reduce operating expenses and increase competitiveness
Dedicate additional resources and time to quality & compliance procedures
Ease the implementation of your digital transformation journey
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, …)
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.
Embedded e Signature capabilities to allow any stakeholder to digitally sign the necessary documents
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
Configurable claim workflow to define the best process to follow depending on the claim type.
Automated claim workflow and rules to allow efficient procedural claim management. Inter-claim link management. IRSA Integration. Recourse management.
Integrated flexible Claims/premium ratio calculation per contract, group of contract, client, … to guaranty you always have a detailed view on your profitability.
Annual deductible management to allow a simple and transparent view of company budget management.