Eleven modules, one reinsurance broking house.

The masters, people and templates the rest of the system runs on.

• Users: employees, users, roles and teams, with login access rights and single sign-on through Microsoft Entra ID or Okta.
• Masters: branches, countries, cities, industry segments, risk classes, banks, currencies and rates.
• Parties: original insureds, cedants, reinsurers, retrocedants, brokers, surveyors, loss adjusters, binders and MGAs, with contacts.
• KYC and ratings: KYC documents, screening results and S&P, Fitch and Moody's ratings.
• Underwriters: by job function and risk class, with their expertise.
• Templates and reminders: slips, cover notes and emails; renewal, PPW/PPC and subjectivity patterns.

Slips and cover notes generated in Microsoft Word or Collabora Online, the way you write them today, but structured in the system.

• Templates: pre-defined for each class and sub-class of risk, for each market, for facultative and for proportional and non-proportional treaty: broker, quotation and placing slips, cover notes, endorsement slips and addendum cover notes.
• One flow of data: broker slip to quotation and placement slip, quotation slip to cover note.
• Quotation requests: emailed automatically to the reinsurers and brokers you select.
• Secure storage: slips, attachments and emails kept encrypted on the SARB server.
• Reminders: at every stage of the process.

Relationship management for every party in a reinsurance placement: original insureds, cedants, reinsurers, retrocedants, brokers, surveyors, loss adjusters, binders and MGAs. One record per party, with everything that has happened on it.

• Every party type: original insureds, cedants, reinsurers, retrocedants, brokers, surveyors, loss adjusters, binders and MGAs, with group companies, branches and contacts linked together.
• Sanctions, AML and PEP screening: every party checked against sanctions lists, politically exposed persons, blacklists and prohibited lists, using screening tools such as World-Check (LSEG, formerly Refinitiv) and LexisNexis, with results kept on the party record.
• KYC and security: KYC documents, S&P, Fitch and Moody's ratings and funding limits held against each party.
• Opportunities and activities: enquiries, meetings and follow-ups in one timeline.
• Enquiry slip print: straight from the party or opportunity.

All facultative business, proportional and non-proportional: slips, placement, closings, endorsements and cover notes.

• Proportional and XL: the full business and claims process for both.
• Your own checklists: for users to validate data as they work.
• Closings: generated and approved in one process.
• Endorsements: proportional and non-proportional endorsement requests, imported from Excel where needed.
• Sliding scales: ceding commission, brokerage and OR commission tables by import.
• Reports: analytical and graphical, in business currency, US dollars or your own.

All treaty business, proportional and non-proportional: slips, placements, periodical statements, closings and cover notes.

• Proportional and XL treaties: business, claims and cash losses, end to end.
• Statements against each reinsurer: premium, reserve releases and cash loss recoveries against claims, commission, reserves retained and outstanding losses, tied to financial year and statement period.
• Bordereaux: proportional, non-proportional and cash loss bordereaux imported from Excel templates.
• Collections and remittances: every one tracked.
• Reminders: for statements, renewals and settlement of treaty accounts.

Debit and credit notes of any kind, to any party.

• Any party: a debit or credit note to anyone in the system.
• Against an enquiry: fee notes raised before the business is placed.
• Pure commission: commission-only debit and credit notes.
• Reports: on fee income.

Every expiring contract on one dashboard, with renewal actions and lost-renewal reasons recorded for analysis.

• Renewal dashboard: expiries by days to expiry, class, sub-class, branch, relationship manager and producer.
• Renewal due report: filtered by cedant, insurer, risk and type of review.
• Renewal action: renewed, lost or in progress, with reason and remarks on each control number.
• Reminders: renewal patterns per class and party.

For whoever chases cedants and producing brokers for premium, by email, phone and more.

• Dues on screen: with PPW/PPC dates and ageing.
• Chase mails: sent from the system, with every communication kept electronically.
• Receipts: receipt entries imported from Excel, with or without allocation.
• Statement of account: reconciliation against reinsurer and cedant statements; payables tracked.
• Collections dashboard: what came in, what is due and who is overdue.

Our own multi-currency accounting system, closely integrated with SARB: vouchers and key information post automatically from SARB to SiFAMs, and back.

• Your chart of accounts: set up by finance, with ledgers arranged the way you need.
• Outstanding statements: for cedants, retrocedants, brokers, underwriters, producers, insureds and surveyors, in original and base currency.
• Balance confirmations: emailed to parties straight from the system.
• Remittances due: reported, with brokerage transferred to the expense account.
• IBA and corporate books: insurance broking accounts, trust funds and the corporate P&L, budgets and fixed assets side by side.
• Financial reports: trial balance, P&L, balance sheet, cash book, bank book and more.

Sanctions, AML and PEP screening, blacklists and prohibited lists, compliance registers and contract management for every market you operate in.

• Sanctions, AML and PEP screening: parties screened through tools such as World-Check (LSEG, formerly Refinitiv) and LexisNexis before business is placed, and re-screened over time.
• Blacklists and prohibited lists: parties, countries and items your firm or regulator prohibits are flagged before a slip, closing or payment goes out.
• AML report: generated by period in the format the regulator expects.
• Compliance register: obligations by office, with a register report for audit.
• Contract management: contract master and office master.
• Audit trail: every change on every record, who and when.

A ticket register for complaints and grievances, with category masters and the reports regulators ask for.

• Tickets: logged against a party and category, with owner and status.
• Ticket detail report: by status, category and age.
• Grievance register report: for internal audit and regulators.

Management analysis and regulatory reports, analytical and graphical.

• MIS: production, placement and collection by class, branch, relationship manager and producer.
• Regulatory reports: in the format each regulator expects.
• Exports: Excel, PDF and HTML, with Power BI and Smarten BI dashboards where used.