Dashboards: Key Information at a Glance
WinBEAT4.2 incorporates user-based Dashboards that provide sales, accounting, processing and claims information at a glance as well as instant access to commonly used reports and functions. We have endeavoured to provide information in the different dashboards that will suit a variety of user profiles and provide useful and timely data.
WinBEAT comprises powerful core functionality with optional function and productivity enhancing modules. See the module section for a complete list of modules.
Complete Policy Processing
WinBEAT Policy Processing includes:
- Simple workflow to process all types of invoices including Sunrise™ and iClose™
- Automatic calculation of taxes and levies
- Customisable Risk Templates for each policy class
- Overseas, Coinsurance, Underwriting Agency, Multi-section, Multi-risk and Multi-client
- Certificate of Insurance production
- Easily customisable documentation using tick box options including invoice reverse wording
- Built-in compliance features
WinBEAT contains full trust accounting facilities for your accounting requirements. In addition, WinBEAT has many components to assist with compliance and statutory reporting.
WinBEAT offers seamless integration to must-have insurance industry solutions:
- Sunrise Exchange
- Sunrise Online Quoting
- iClose Policy and Insurer settlements
- Online Payment Gateway
- Banking Solutions
- Premium Funding Solutions
- Full-featured Document Management Solutions
- Integration with Microsoft Office
See the modules section for more details.
Comprehensive Claims Management
WinBEAT allows for comprehensive claims management providing for claims recording, client documentation and underwriter documentation.
Simple Document Management
WinBEAT incorporates a basic linking of documents and other client files to a fixed folder structure via the 'Documents' button on the Client Account.
Tiered user access levels and password protection with a fully customisable security module. Account manager security, activity tracking and optional branch security.
Online Self-service Help Facility
WinBEAT has a comprehensive online self-service help facility allowing users to obtain fast and efficient assistance for common issues and queries.
Training is included in your WinBEAT subscription and we provide QPIB accredited training Australia-wide and offer scheduled classroom, customised on-site and web-based training courses from Introductory to Advanced. See training section for more details.
Professional Support Service
You also have access to our helpdesk with a 1800 freecall for users outside the Melbourne metropolitan area. Users may also contact us by email.
Professional Update Service
While your subscription is active, all updates for WinBEAT are included without incurring additional costs. Minor updates are frequent with major releases every 1 to 2 years.
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