Acturis for Intermediaries

The Acturis system provides certain core benefits for all intermediaries and networks of intermediaries, whatever your size and business focus.

Acturis sees the intermediary marketplace segmented as follows:



At Acturis we recognise that every intermediary/network is different and we work with you to make sure that you achieve the very best value from your investment.

Product Range

Acturis for Intermediaries

Key benefits of the Acturis system for Intermediaries are as follows:

• Excellent client management, from lead to live
• Fully locked down audit trail on quotes and policies
• Instantly created insurer submissions, SODANs and client registers
• Seamless integration with Microsoft Office and scanning solutions
• Straight through quote and policy processing with leading insurers, both commercial and personal lines
• Integration with premium finance providers, online credit/debit card, postcode look up, and DVLA look up
• A flexible product builder for broker facilities and delegated authorities
• Easy to use claims management and reporting
• Fully integrated back office accounting suite and reporting module
• Configurable and fully integrated workflow/task management
• Compliance tools to help with contract certainty, TCF, client money and FSA reporting

Acturis Data Connect

This service allows a customer to take a nightly feed of its data and use it to populate third party systems, for purposes such as bespoke data mining, reporting or back office accounting functions.

Customers can select exactly which data it wants to download, and only pay for the data it requires.

Acturis Quote & Buy

Acturis is able to integrate with a client’s website in order that “zero-touch” business can be transacted without double keying into Acturis.

This service is available for both EDI personal lines business, as well as autorated XML integrated SME package business. Customers can also web enable their own schemes, whether autorated or not.

Both B2C (retail) and B2B (wholesale) trading models are supported.

If you would like to discuss how Acturis might be able to help you please call Simon Ronaldson on 020 7079 4000.

Networks

Acturis is the system of choice for networks for the following reasons:

• Centrally hosted server creates instant connectivity between all locations
• Instant management information across the network
• Compliance issues can be managed centrally with corporate standards set and monitored instantly
• Ease of managing insurer relationships and data across the network
• Ease of implementation to new offices as the network grows

Acturis is now used by several UK networks, including the leading UK networks Broker Network, BPS, Marsh and Willis.

National brokers

Acturis is used by national brokers, serving complex multi-location brokers with more than 1000 employees.

Typical requirements are as follows:

• Complex configuration of both geographic and discipline specific offices and teams
• Excellent central monitoring and reporting tools with regard to compliance and business strategy
• Excellent insurer connectivity to facilitate deals
• Scalability to facilitate broker acquisitions
• Tailored client reporting to enable effective risk management programmes

Example clients include Giles Insurance Brokers, The Jelf Group, The Oval Group, Gallagher Heath, Willis and Bluefin Insurance Services Limited.

Regional brokers

Medium to large regional brokers, often ambitious and growing, also have their own specific requirements:

• Ability to link offices and facilitate homeworkers
• Scalability to ensure future growth through acquisition of community brokers
• Ability to build in bespoke and compliant business processes and documents to reduce management overhead
• A balance between ease of use and depth of functionality

Community brokers

Smaller community brokers now have a real choice of business software and can confidently use Acturis as a partner that will deliver progressive functionality and products:

• 'Plug and go' approach for ease of adoption of new system
• Face-to-face training and real time support from the Acturis Helpdesk
• Full cycle EDI functionality for private motor, household and commercial vehicle
• Autorated SME commercial products across a panel of insurers and products

Scheme and Affinity Specialists

Scheme specialists need to be able to get their products to market quickly and efficiently, and also be able to work with a trusted IT partner to develop their products to their full potential.

Specific requirements are often:

• Fixed price scheme build and maintenance to allow for budgeting
• Bespoke risk capture requirements
• Own rating and endorsements/scheme rules
• Bespoke documentation requirements
• Complex Insurer bordereaux creation
• Website integration to allow for "zero touch" trading