Relation Management

The module supports:

• Managing the central database containing customer data and all other contacts concerning policies and claims
• Consulting and changing customer and contact data
• Registration of private customers and organizations
• Reuse of customer data for supplementary policies and cross-selling
• Deduplication of customer and contact data
• Sharing customers with multiple brokers or administrate customers per broker
• Several roles per contact
• Preventing repetitive entering of the same customer data
• Several versions per customer or contact
• Complete integration with policy and claim management
• Export of debtor and creditor data to the financial adminstration