Cedant & Market CRM
Cedants/insurers/reinsurers, contacts, KYC/AML, and activities.
End‑to‑end broking for facultative & treaty (proportional and non‑proportional): cedant/market CRM, risk capture & slips, quotes & line signing, placement, technical accounting (premium/commission/taxes), statements of account, cash calls & credit control, claims & recoveries, bordereaux, retrocession, and MI dashboards.
Cedants/insurers/reinsurers, contacts, KYC/AML, and activities.
Treaty programs, layers, facultative, proportional (QS/Surplus) and XoL/CAT with terms.
Risk details, clauses/conditions, and branded slip generation.
Send to markets, manage quotes, and track participation/subjectivities.
Written vs signed shares, lines to place, signing schedules, and bind approval.
Ceded premium calc, brokerage, taxes/levies/stamp duty, instalments.
SoA per market, closings, offsets, and reconciliations.
Cash call creation, aging/collections, allocations, and bank files.
Advice, collections, salvages/subrogation, and recovery tracking per layer/market.
Premium, loss, and claim‑movement bordereaux exports/imports.
Retro placements, portfolio transfers, and commutations.
Premiums, signings, cash, recoveries, and profitability by program/market.
Cedant/insurer portals, payment gateway, bank files, e‑sign, DWH/BI.
Slip templates and quote comparisons shorten time to bind.
Signed lines flow into technical books to avoid rekeying and mistakes.
SoA, cash calls, and allocations keep accounts under control.
End‑to‑end claim/recovery tracking improves cash in.
KYC/AML, logs, and document trails support audits.
Program and market MI highlight growth and margin opportunities.