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WinBEAT's mobile solution allows you access to your WinBEAT client, policy and claims data via any mobile device. Add or update clients and view their policy, risk schedules and claims information from your smart phone or tablet.

Diary and Tasking Module for WinBEAT

The WinBEAT Diary module was developed to provide an automated tasks and reminders system to assist with day to day processing and follow-up of your normal insurance activities. The WinBEAT Diary module allows users to optionally automate reminder tasks for Renewals and New Business, Quotes, Claims, part receipted items and compliance requirements, as well as to add customised diary entries for Tasks, Appointments and Events. The Diary includes a Calendar view and a Task view. Users can add both public and private entries into their diary.

Account Manager Security Module

Restricts a nominated user/s access to clients for selected account manager/s. For example for authorised reps with their own client base. 

Coinsurance and Overseas Underwriting Module

Provides for multiple insurers for the one risk and for overseas underwriting including the automated calculation of overseas tax and remittance of government rates and levies. 

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Latest Version of WinBEAT

Version: 4.2

See Latest Release Notes WinBEAT4.2

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