Aggregators and online portals
Aggregator and online-portal channels as part of the same broking workflow.
Solutions
Six kinds of broking business. One platform.
PraktoraWeb is configured to the way each business places, services and settles: the lines it writes, the revenue model it runs, the channels it sells through and the approvals it needs.
By business
Where PraktoraWeb is used.
Retail broking
Retail and SME broking workflow across motor, medical, travel, home and other personal lines.
Large corporate brokers and MNCs
Corporate broking workflow, group policies, and claims linked to accounts.
Individual life insurance and investment
Individual policies and the workflow around them.
Re-insurance broking
Facultative and treaty business.
Insurance consulting
A consulting revenue model, with the same documents, procedures and workflow.
Lines of business
Personal and corporate lines, general and life.
Motor, medical, marine, yacht, travel and home for individuals. General and corporate lines for businesses. Group and individual policies. General, motor, life and other lines of business on the same platform, each with its own products and workflow.
What every business gets
The same backbone under every configuration.
One workflow
Enquiry, placement, policy, endorsement, claim, billing, reconciliation.
Claims linked to accounts
What is settled shows in finance without re-keying.
Documents where the work is
Scan, barcode and bind to policy, claim or invoice.
Email in the workflow
Gmail and Office 365 integration.
Procedures and approvals
Built-in workflow procedures, alerts and approvals, role-based access.
Reports and dashboards
Production, compliance, renewals and claims.
What customers say
In their words.
To support our continued growth, we needed a single platform that would help standardise and consolidate all our workforce-related processes and data. PraktoraWeb gave us this platform!
See it on your own book of business