Document management with scan and barcode
Scan hard copies, barcode them, and bind each document to its policy, claim or invoice. Built-in word processing and spreadsheet tools save licence costs.
Features and modules
From the first enquiry to the settled claim.
PraktoraWeb runs the broking business as one workflow: enquiry, placement, policy, endorsement, claim, billing and reconciliation, with the documents and email attached at every step.
- Retail & SME broking
- Corporate broking
- Claims linked to accounts
- Finance & billing
- Reconciliation
- Documents & email
- Dashboards
Broking and placements
Retail, SME and corporate broking on one platform.
Motor, medical, marine, yacht, travel and home for individuals; general and corporate lines for businesses. Group and individual policies, consulting or commission revenue models, and aggregator or online-portal channels run through the same placement workflow.
- Retail and SME broking workflow
- Corporate broking workflow for large brokers and MNCs
- General, motor, life and other lines of business
- Group and individual policies
- Consulting or commission revenue models
Claims
Claim processing with a direct link to accounts.
Intimation to settlement
Claims are handled inside the same system as the policy they belong to.
Linked to accounts
A claim is not a separate ledger: what is settled shows in finance without re-keying.
Documents on the claim
Scanned and barcoded documents are bound to the claim, not filed somewhere else.
Finance and accounting
Billing, reconciliation and the revenue model you run.
Finance and billing
Invoices, receipts and the vouchers behind them, in the same system as the policies.
Reconciliation
Insurer statements reconciled against the book of business.
Consulting or commission
Both revenue models supported, so the business is billed the way it actually earns.
Production and compliance reports
Production report, production summary and the compliance view from the same list.
HR and payroll connectivity
Integration with HR and payroll for your own team.
Dashboards
Production, renewals and claims at a glance.
Documents and email
The paperwork stays attached to the work.
Email integration with Gmail and Office 365
Mail flows in and out of the workflow with the mailbox you already use.
Operations
Procedures, approvals and access, built in.
Built-in workflow procedures
Standard operating procedures enforced at each step, so work happens the same way every time.
Alerts and approvals
Alerts and approvals along the workflow, where the decision is needed.
User access and roles
Role-based access for brokers, finance and management.
Modules
Nine modules, one system.
01
Retail and SME broking workflow
Quotes, placement and policy issue for retail and SME lines.
02
Corporate broking workflow
Group and corporate placements with their own approval path.
03
Finance and billing
Invoicing, receipts and commission or consulting revenue.
04
Reconciliation
Insurer statements matched against the book of business.
05
Built-in workflow procedures
Standard procedures enforced at every step.
06
Claims management
Intimation to settlement, linked directly to accounts.
07
User access and roles
Role-based access for brokers, finance and management.
08
Dashboards
Production, renewals and claims at a glance.
09
Document management
Every policy, endorsement and claim document in one place, including scanned hard copies.
Questions
Common questions.
Is PraktoraWeb cloud-based?
Yes. PraktoraWeb is cloud-based management software, deployed on current, supported technology, and used from the browser.
Which kinds of broking does it cover?
Retail and SME broking, corporate broking for large brokers and MNCs, individual life and investment, re-insurance broking (facultative and treaty), insurance consulting, and aggregator or online-portal channels.
Do claims connect to accounts?
Yes. Claim processing has a direct link to accounts, and finance, billing and reconciliation are in the same system.
Which email systems does it work with?
Gmail and Office 365.
Can we run a consulting model instead of commission?
Yes. Both consulting and commission revenue models are supported.
How do we see it on our own business?
Request a demo. Bring your lines of business and the way you place and settle today, and we walk through them in PraktoraWeb.
See it on your own book of business