eGlobal

Traditionally, software for Insurance Brokers has concentrated on billing functions. eGlobal is an e-commerce enabled, client-centric application, handling both structured data requirements such as policy processing, as well as important unstructured client-related data including the tracking of correspondence and historical client files.

Addressing all Insurance Broking and Underwriting Agency requirements from prospect and client management to policy quotations, policy recording and tracking, document production, client budgeting, and claims management. 

Additionally, eGlobal supports a comprehensive multi-company, multi-currency business hierarchy plus the benefit of integration of desktop technologies such as word processing, spreadsheet facilities, and document management solutions.

More than just a broking system, eGlobal provides a high level of interaction and visibility between the broking functions and the financial reporting needs, providing a comprehensive all-in-one management tool for the financial services industry.