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Call us on
0208 251 2000
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Policy
Administration System (PADS II)
DGL’s Policy Administration Software
(PADS II) has been developed to give overall
control of travel insurance certificates,
from sending out agents pads, processing
returns and controlling direct sales to
the public, including annual policies,
through to providing detailed management
reports and statistics. This application
can be inter-linked to allow information
retrieval to both ATLAS II and CASE for
validation and avoid repetitive input by
users.
This software has been designed to grow
with our clients, it can support a single
user running on a PC, or hundreds of users
processing millions of policies per year.
PADS II is the latest version to be
released by DGL, and this system gives the
user a fully functional client/server
windows based policy administration
system.
With the development of Web Pads and the
introduction of direct input from the
travel agent with fast and easy premium
calculation, the problems of monthly
return and incorrect payments will ease.
Another major benefit would be the final
demise of insurance pads, as these could
be printed directly at the travel agent.
To remain the market leader DGL has an
extensive development plan with many
bolt-on utilities:-
• Direct Sales via the Internet
• BACs Payments / Electronic Bank
Payments
• SQL Interface
• Post Code Addressing (UK, Europe,
North America & Australia)
• Vision Pads (Paperless Office & Work
Flow)
• End of month data capture for off line
reporting
• Agent Direct Sales
• Report Capture
Some of the main functions of PADS are :-
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Provide a security controlled logon
system determining individual user
profiles with access to all applications.
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Menu driven screens for user
friendliness and ease.
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Ability to predetermine printers to limit access of specific
printers per user, e.g. the allocated
cheque printer or networked printers
installed to the windows desk top.
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Batch Processing - Allows automation
of the end of month processing.
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Letter Writing - Letters can be
composed by the use of standard paragraphs
that can retrieve data from the associated
claim. The standard paragraphs include the
data extract fields which can be imported
into a integrated word processor to allow
full word processing functionality,
including spell checking.
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Letter Printing - Allows multiple
customer stationary for the various
clients. Letters can be either printed in
batches by negotiator or individually. Can
also be e-mailed or faxed.
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Provides an extensive “Policy
Administration” for processing travel
insurance, fee collection and reporting.
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• Functionality includes:-
Agent Details
Agent Pad Renewals
Agent Returns - Manual from pads and
electronic transfer
Agent Invoicing
Premium Calculation
Annual Renewals - Direct Sales or by
Agent
Tour Operators Returns
Endorsements
Direct Sales
Certificate Analysis
Import/Export Data
E-mail & Fax Facilities
• Scheme
Scheme Details
Age Bands
Premium Details
Excess Delete Indicators
Premium Sets
Cover Type
Multi Rated Tables
Policy Types
Discount age/group
• Premium Sets
Amount due to Broker/Underwriter
Renewal/retail price
• Central Data Base
Agents Details |
• Credit Control and Sales Ledger
Statements
Journal Sales by Month
Letter Writing
Age Debtors Banking Sheet
• Comprehensive Statistical Reporting /
Bordereau
Return Details
Premium Set Details
Broker
Receipts
Underwriter
Contra details
Agent
Aged Agent Returns
Schemes
Volume of Business by Salesman
Group Years
Issue/Departure Analysis
Certificate Details
Endorsement Report
Certificate Status by Cover
Aged Agents
Certificates by Agent
Outstanding & Unpaid Certificates
• Administration Menu includes:
System Control
Agent Details & Groups
Personnel Security
Groups Details
Maintain Set Paragraphs
Scheme Details
Premium Details
Data Transfers
IPT Rates
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