Polisofis-OSAGO

Polisofis-OSAGO - the automation system of sale of insurance contracts.

Functionality of software

Sales of insurance contracts

• Obtaining value of coefficient of KBM CMTPL and fact passing of TO.
• A system provides the interface of input of parameters of insurance. The user enters parameters by which a System executes automatic calculation value of coefficient of KBM and receives the fact of passing of TO by means of the service provided to the AIS RSA.
• Preserving, search of earlier saved calculations of KBM
• A system provides the interface for search of earlier executed calculations of KBM for calculation parameters
• Automatic calculation of cost of the insurance contract
• A system provides the interface of input of parameters of insurance.
• The user enters parameters by which a System executes automatic calculation of cost of the insurance contract
• Automatic calculation of surcharge/return at the conclusion of the supplementary agreement
• A system provides the interface of input of parameters of insurance.
• The user enters parameters by which a System executes automatic calculation of the amount of surcharge/return of an award at the conclusion of the supplementary agreement
• Design, printing of the agreement of the insurance/policy
• A system provides the interface for input of parameters of the insurance contract. The user enters parameters, makes out and prints insurance documentation on the agreement from a System for the subsequent transfer to the client.
• Design, printing of the supplementary agreement (with replacement or without replacement of the form)
• A system provides the interface for input of parameters of the supplementary agreement to the insurance contract. The user enters parameters, makes out and prints insurance documentation on the supplementary agreement from a System for the subsequent transfer to the client.
• Cancellation of the insurance contract
• A system provides the user interface for cancellation of mistakenly registered insurance contract or the supplementary agreement
• Error correction in the issued policies
• A system provides the user interface for error correction in the registered and issued insurance contracts and supplementary agreements to them
• Prolongation of the insurance contract
• A system provides the user interface for registration of prolongation of the insurance contract
• Control of sales from responsible persons of insurance company
• A system provides a possibility of control of sales by agents and managers from responsible persons of insurance company (curators). A system provides fixing of partners, their structural divisions and employees to curators from insurance company. A system gives to curators an opportunity to trace the signed insurance contracts, to create reports on the signed insurance contracts
• Registration of the policy issued beyond the scope of a system
• A system provides the user interface for registration of the insurance contract issued beyond the scope of a system or the supplementary agreement
• Registration of agreements on insurance agreement cancelation
• A system provides the user interface for registration of the fact of agreement cancelation of insurance

Screenshot of a window of the program, 2011

Screenshot of a window of the program, 2011

Integration with partners

• Calculation of a premium to insurance contracts through web service (for the partner systems)
• A system provides API in the form of SOAP of web service for calculation of a premium to the insurance contract (for partners)
• Design and printing of documentation on insurance contracts through web service (for the partner systems)
• A system provides API in the form of SOAP of web service for preserving of data on the agreement and formation of a set of insurance documentation
• Cancellation of insurance contracts through web service (for the partner systems)
• A system provides API in the form of SOAP of web service for cancellation of earlier saved and issued insurance contract
• Registration of agreements on agreement cancelation of insurance through web service (for the partner systems)
• A system provides API in the form of SOAP of web service for registration of data on the insurance agreement cancelation fact

Integration with CIS

• Data loading on losses according to insurance contracts in a System web service, files of XML, or a DB

A system provides API for data loading on losses according to insurance contracts. 3 versions of the exchange protocol are available: 1. Web service 2. File exchange through XML files 3. Data exchange through lock tables DB

• Loading of historical data to insurance contracts and DS to them in a System.

A system provides API for loading of historical data on insurance contracts and supplementary agreements to them. 3 versions of the exchange protocol are available: 1. Web service 2. File exchange through XML files 3. Data exchange through lock tables DB

• Loading of data on the facts of acceptance of forms from the publisher through web service / XML-fayly/BD

The API system for registration of BSO for a product which arrived from the manufacturer. 3 versions of the exchange protocol are available: 1. Web service 2. File exchange through XML files 3. Data exchange through lock tables DB

• Loading of data on the facts of damage/loss/destruction/theft of forms through web service / XML-fayly/BD

A system provides API for registration of the facts of state change of forms in connection with damage/loss/theft/destruction of BSO 3 versions of the exchange protocol are available: 1. Web service 2. File exchange through XML files 3. Data exchange through lock tables DB

• Loading of data on the facts of agreement cancelation of insurance from CIS in Polisofis

A system provides API for registration of the facts of agreement cancelation of insurance on the basis of data of CIS 3 versions of the exchange protocol are available: 1. Web service 2. File exchange through XML files 3. Data exchange through lock tables DB

Accounting of BSO

• Registration of the fact of acceptance of forms from the publisher
• A system provides the user interface for registration of BSO for a product which arrived from the manufacturer
• Registration of the facts of damage/loss/destruction/theft of forms
• A system provides the user interface for registration of the facts of state change of forms in connection with damage/loss/theft/destruction of BSO
• Registration of the facts of use of forms at signing of the contracts of insurance and DS to them
• A system performs automatic registration of the facts of use of BSO at execution of insurance contracts and supplementary agreements to them.
• Control of BSO at execution of insurance contracts and supplementary agreements to them
• A system exercises automatic control of existence in a system and a correct status of BSO specified in the insurance contract or the supplementary agreement to it.

Regulation of access rights and security

• Differentiation of access rights.
• A system provides registration of users and differentiation of access rights to functions and data of a system
• Setup of the security level on work with accounts of users
• A system provides the user interface for setup of requirements to complexity of the password of user accounts, validity periods of passwords, numbers of consecutive unsuccessful attempts of authentication before blocking of an account, a possibility of automatic recovery of the password of an account at its loss.
• Maintaining network of sales
• A system provides the user interface for a regstration of data of network of sales of insurance company and its intermediaries. Data on network of sales are considered at differentiation of access rights to data of a system.
• A system provides the user interface for data loading of network of sales of the Excel file

Reporting

• Formation of magazines of insurance contracts

A system provides the user interface for report generation on the registered insurance contracts. The report forms in compliance access rights to data of a system of the user.

Integration into the AIS of regulatory organization

• Automatic sending data on the signed insurance contracts and DS to them in the AIS of regulatory organizations
• A system provides transfer of data on insurance contracts and supplementary agreements to them in the AIS of regulatory organization according to the order and the regulations set by regulatory organization
• Data processing on losses, control of compliance to requirements of regulatory organizations to completeness of information on losses.
• A system exercises control of data on losses on compliance the requirement of regulatory organization to completeness and correctness of information
• Automatic sending data on losses to the AIS of regulatory organizations
• A system provides transfer of data on losses according to insurance contracts in the AIS of regulatory organization according to the order and the regulations set by regulatory organization
• Transfer of data on the facts of state change of forms in the AIS of regulatory organizations
• A system provides transfer to the AIS of regulatory organization of data on the facts of state change of forms.