Accounts

Accounts are integrated with all Websure modules, providing seamless access to risk, claims and client information. Transactions are immediately processed from the underwriting and claims functions.

Standard accounts functionality includes the following

• Full co-insurance breakdown
• Pay-as-paid facilities
• Multiple legal entities with Chinese walls on the same database
• Multiple currencies with losses and gains accounts with re-rating
• Client and underwriting instalments
• Direct debit, BACS, credit card and premium finance interfaces
• PCI compliant
• Bordereau facility

Underwriter and broker ledger standard ledger functionality:

• Partial payments
• Direct settlements
• Multi-currency payments and receipts

Client accounts:

• Branded statements
• Branded template driven bordereaux
• Websure standard pre-defined reports
• Compliancy and audit (full audit trail)
• Client money reporting
• Authority limits