S3B will add Value by performing the following functions and a lot more...

1. Manage your new business process
2. Import and process commission statements
3. Report on all business submitted
4. Report on commission not received for submitted policies
5. Report on commission amount received is correct
6. Report on all clients contacts
7. Report on all client contacts
8. Report on policy history
9. View all client and policy information
10. View policy commission history

Whether running a small brokerage with only a few intermediaries or a large practice with teams and managers, S3B enables you to record, capture, import and process commission statements sent by Product Providers, which updates the respective policy status automatically, in a few effortless steps.

S3B ensures month end commission payments are simple and easy by importing and processing commission statements.

S3B has been specifically design to allow each brokerage to customise their setup details, ensuring the application is tailor made for their requirements.

S3B is a web-based application allowing you instant access to all critical information 24X7X365 from anywhere in the world.

In addition, S3B includes an office management solution, which supports your employees in their day-to-day administrative functions by way of central diary, internal messaging, task scheduler and electronic phonebook.

S3B has been well researched and tested and is proving to be an essential tool for all brokers operating in today's technological and fast-paced business environment.

• Information - Instant up-to-date client, policy and intermediary information 24x7x365

• Policy Status - Track new business from submission, issued and commission received

• Commission - Automatically calculate commission splits by importing commission statements from the various Product Providers

• Potential lapses - Import conservation statements & follow up on all outstanding premiums timeously

• Reporting - Generate, export, save or print customised reports

• Documentation - Attach all relevant documents to client and policy folder

• One System - Centralised and standardised operational environment

• Office Management System - Central diary, internal messaging, phone book etc

• HR Management - Generate payslips for both intermediaries and office staff

• Simple - User friendly home page and navigation system

• Management - Ensure intermediaries are only selling policies according to their FSB license category

• Client Relationship Management - Record all communications with your clients

• Intermediary - All basic details, production & commission figures, persistency, training and FSB License categories

• Production - By intermediary, product provider, submitted, outstanding, issued, paid, arrears and lapsed.

• Lapses - Cancelled & NTU by intermediary and product provider

• Commission - Payments on policies, Non Payment, Expected vs Paid

• Payouts - Per selected payment dates, by intermediary and product provider