Go4 UMA Overview

Full quotation system with capacity to integrate insurer’s black box rating via WebXML or API. We can also very easily develop black box ratings engines inside of the system for multiple products to any specific need.

Total Compliance function – generation of relevant documentation at the contact stage with the client and guidance for brokers to use so that all correct procedures are followed. Great for broker and insurer peace of mind.

Top level security of data and access to system as per international standard – tested by Veracode (an American software security firm used to test vendor systems) with a 5 out of 5 rating on highest security level.

Complete claims registration and finalization system. It addresses record keeping, progress reports and reminder functions on claims. The functionality is also there for pictures to be uploaded or taken directly from the system and filed under a specific claim for easy reference.

Electronic generation and signing of any documentation – no need for printing of documents. We can even make exact copies of the entity’s own designed documents for this function.

Insurer wordings (also broken down per section) can be made available electronically on the system. This is very useful at claims and initial policy issuance stages.

Importing of clients from any existing system export file to limit re-capturing time on the side of the UMA or brokerage.

SMS function for added immediate notifications within certain functions of the system.

Full accounts function with debit runs, bordereaux generation, bordereaux summaries, commission statements, handling of unpaid and arrear premiums, transaction records and history file per client etc. The system can easily be adapted to suit the needs and reporting to any third-party premium collection agency.

Underwriting of policies and generation of schedules with full endorsements, exclusions, warranties, extensions etc. User access to this functionality can be restricted on many levels. The endorsements, rates, wordings etc. can also be changed within minutes and will reflect immediately on all policy schedules generated thereafter. Same goes for excess structures etc.

Data export function to insurer systems in any format and in any specific sequence as requested by an insurer.

Web based system that can be accessed from any device, from anywhere with an internet connection.

Broker tools, with vehicle valuator, professional property calculator, terminology guide, policy comparison feature (if needed), and task manager – all can be linked to specific client as well for easy referral afterwards.

TCF mailer – connected to any finalization of quotes, claims, amendments, renewals etc. It sends a message to the client with a service rating, responses are saved under both broker and client profiles.

Mailer function that handles all communication from within the system to a specific selected group of clients or brokers, also with a “read receipt” function. Great for letting a lot of people know about - for example – increases in excesses for specific insurer for a specific product (plus it shows that it was received and accepted)!

Powerful reporting features. Anything can be extracted from any data within the system – possibilities are endless and reports are written on-demand from insurers and/or brokers. Key reports like multi-claimants, hit ratios per broker/representative/product of insurer and specific to insurer, large claims report, outstanding client info report etc readily available.

New client quote mailer for obtaining necessary information from large groups of people, using layman’s terms to describe various fields and sections for the client.

Daily backup of all and any data with 2 servers (different physical locations) hosting data and mirroring one another – no down-time!

In an ever-changing digital world, the insurance industry should also stay in the game and make use of the latest and newest developments available in order to maintain relevance whilst ensuring growth maximisation and client retention.

Underwriting Managers

All parties concerned need trusted systems for security and compliance in a legislative environment, heavily favouring decisions toward clients.

Outsourced Business Brokers

We believe that we have a solution for brokers and UMA’s alike. Insurers and UMA’s does not want to lose control over their books of business that is outsourced and want to be actively involved in the management of these books, while brokers need less administration and more time on marketing of products.

Administrative Agencies

Give us a chance to illustrate this dynamic system to any party concerned, we are sure you will understand why afterwards…

A revolutionary new web-based software system for Brokers, Administrators and Underwriting Managers to service the needs of clients across all products…

In an ever-changing digital world, the insurance industry should also stay in the game and make use of the latest and newest developments available…

Introducing a wonderful new online tool for Asset management, Fleet management and many more applications…

Introducing a wonderful new online tool for Product Specific Training, Internal examinations and many more applications..

We have developed a web based software system for complaints management that ensures General Code…

If you are a customer that does surveys on a regular basis for whatever field you are in, then this system is for you…

Our suite of software products speaks directly to short term insurance financial services providers. We believe in innovation, automation and insuretech as the pillars of our business.

164 Waverley Road,
Dan Pienaar,