Agiliux Commercial™
For commercial insurance brokers (direct & reinsurance) – Digitalising end-to-end operations
Maximise Efficiency with Agiliux Commercial for Brokers and MGAs
Agiliux Commercial enables insurance brokers and MGAs to digitalise their entire operation, from placement to payment, ensuring greater productivity, efficiency, and regulatory compliance.
Agiliux Commercial is the ultimate insurance broking software, catering to both Direct and Reinsurance Brokers. With modules dedicated to customer engagement and operational efficiency, it streamlines sales, service, billing, and accounting processes. Seamlessly integrate with websites for lead capture, empower customers with self-service portals, and ensure compliance with customisable reporting. Elevate broker efficiency while enhancing customer engagement with Agiliux Commercial.
Commercial (Direct Insurance) Broking
Marketing & Proposal
Transform your insurance quoting process with Agiliux Commercial. Our cloud platform provides standardised quote templates, streamlining renewal and marketing effortlessly. Enhance interactions with insurers using centralised tools, generating broker slips and product application forms seamlessly. Integrate insurer proposals with built-in online calculators for heightened efficiency, revolutionising the experience for Commercial Brokers.
Policy Booking
Optimise policy management with Agiliux Commercial, featuring a robust policy module to record and track policy details, streamline timely renewal reminders, and facilitate quick issuance of endorsements for changes. Leverage our integrated document management for easy upload, storage, and retrieval of policy documents, policy schedules, and certificates, supporting efficient claims processing.
Claim Management
Elevate claims management with Agiliux Commercial’s comprehensive module, covering the entire claims process from notification to settlement. Tailored for Insurers, Brokers, and TPAs, our integrated system includes document management for a centralised repository of insurer forms and customer documents. Enhance customer experience and boost renewal rates by leveraging automated email communications, keeping clients informed on claims processing status directly from the cloud platform.
Billing and Payment
Simplify billing processes with Agiliux Commercial, enabling one-click creation or automated generation of debit notes and invoices upon policy booking. Utilise multiple billing functions for flexibility, billing to customers or subsidiaries based on entity-wise shares entered in the policy module. Enhance financial control and customer satisfaction by issuing invoices with customisable instalment options, all seamlessly managed within our cloud software.
Inquiry & Lead Management
Capture and qualify leads effortlessly with Agiliux Commercial, as our cloud software seamlessly records inquiries from your website or social media webforms. Transform initial interest into detailed applications, streamlining the insurance brokerage process with efficient lead management.
Customer Service Helpdesk
Enhance customer satisfaction with Agiliux Commercial allowing you to generate support tickets effortlessly for complaints or change requests. Keep track of every customer touchpoint with our efficient ticketing system, ensuring a responsive and customer-centric approach.
Dashboard and Reports
Maximise insights with Agiliux Commercial through generation of analytical reports and seamless export options to Excel and PDF. Leverage default dashboards for sales, policy renewal, claims, and finance, with the flexibility to customise and add more as per your needs for a data-driven approach.
Back-Office System
Optimise system control through our highly customisable user management and permission setups. Tailor access levels precisely to your brokers’ needs, enhancing flexibility and control.
Inquiry & Lead Management
Capture and qualify leads effortlessly with Agiliux Commercial, as our cloud software seamlessly records inquiries from your website or social media webforms. Transform initial interest into detailed applications, streamlining the insurance brokerage process with efficient lead management.
Customer Service Helpdesk
Enhance customer satisfaction with Agiliux Commercial allowing you to generate support tickets effortlessly for complaints or change requests. Keep track of every customer touchpoint with our efficient ticketing system, ensuring a responsive and customer-centric approach.
Dashboard and Reports
Maximise insights with Agiliux Commercial through generation of analytical reports and seamless export options to Excel and PDF. Leverage default dashboards for sales, policy renewal, claims, and finance, with the flexibility to customise and add more as per your needs for a data-driven approach.
Back-Office System
Optimise system control through our highly customisable user management and permission setups. Tailor access levels precisely to your brokers’ needs, enhancing flexibility and control.
Reinsurance Broking
Comprehensive Reinsurance Broking system, offering end-to-end capabilities for both treaty and facultative business. Our cloud software supports the entire policy lifecycle, from quote and bind to renewals and claims management, providing a robust solution for Brokers
Centralise Master Data
Enhance visibility and data security with Agiliux by centralising cedent, reinsurer, and reinsurance policy data within dedicated modules for streamlined and secure data processing, ensuring greater control and accessibility.
Contracts & Placement
Effortlessly handle diverse contracts, including treaty, facultative reinsurance, proportional and non-proportional contracts, excess loss, quota share, and more with Agiliux Commercial. Our platform supports both general insurance and life and health insurance, providing comprehensive contract management capabilities.
Claims Management
Efficiently handle and associate claims with multiple ceding companies using Agiliux Commercial. Enjoy seamless status updates on claims at any moment, ensuring streamlined and transparent claims management.
Accounting
Agiliux Commercial adeptly manages various account types in both acceptance and retrocession. From estimated and provisional premium accounts to final accounts and cash call accounts, our system ensures comprehensive and efficient handling of diverse financial transactions.
Reports
Leverage Agiliux Commercial to seamlessly generate and analyse reports across multiple modules. View data in aggregated or drill-down formats for in-depth insights. Extract statement of accounts reports, balance sheets with income statements, and regulatory reports effortlessly, enhancing your financial analysis capabilities.
Accounting & Reports
Configurable Settings
Agiliux Commercial offers out-of-the-box functionality for multi-currency, tax, financial period, and budget setups in our cloud software.
General Ledger
Empower financial visibility with Agiliux Commercial’s cloud software, offering effortless GL setup for clients, partners, and bank accounts. Easily track transactional journal entries in the monthly summary section, ensuring accurate allocation of cash and linking all financial entries to the respective account balances.
Automated Journal Double Entry
Automate financial entries into our insurance-specific double-entry ledger through Agiliux Commercial upon creating a customer invoice. This feature empowers you to project revenue instantly from creation and seamlessly reflects in reports. Elevate financial visibility with our cloud software solution tailored for Commercial Brokers.
Receipts and Payment Voucher
Simplify financial transactions with Agiliux Commercial by effortlessly generating receipts for payment collections and payment vouchers for agent or introducer commissions. Ensure precise allocation of cash to specific GL balances, linking all financial entries to the correct account balances for streamlined financial management.
Debt Management
Enhance your Debt Management capabilities through automated reminders and client SOA to reduce administrative costs, providing a streamlined process. Cancel invoices for non-payment after a specified number of reminders, optimising debt management.
Financial and Compliance Reports
Unlock Agiliux Commercial’s comprehensive reporting capabilities, where every captured data point is available for analysis. Easily track premiums, fees, and commissions through the Production Report, downloadable at any time. Gain insights into outstanding collections with SOA and Aging reports. Quickly assess financial health with Trial Balance, Profit/Loss, and Balance reports. Ensure compliance with configurable reports by insurance line, new business, renewals, and insurer type for Commercial Insurance Brokers in the Insurance industry.
Configurable Settings
Agiliux Commercial offers out-of-the-box functionality for multi-currency, tax, financial period, and budget setups in our cloud software.
General Ledger
Empower financial visibility with Agiliux Commercial’s cloud software, offering effortless GL setup for clients, partners, and bank accounts. Easily track transactional journal entries in the monthly summary section, ensuring accurate allocation of cash and linking all financial entries to the respective account balances.
Automated Journal Double Entry
Automate financial entries into our insurance-specific double-entry ledger through Agiliux Commercial upon creating a customer invoice. This feature empowers you to project revenue instantly from creation and seamlessly reflects in reports. Elevate financial visibility with our cloud software solution tailored for Commercial Brokers.
Receipts and Payment Voucher
Simplify financial transactions with Agiliux Commercial by effortlessly generating receipts for payment collections and payment vouchers for agent or introducer commissions. Ensure precise allocation of cash to specific GL balances, linking all financial entries to the correct account balances for streamlined financial management.
Debt Management
Enhance your Debt Management capabilities through automated reminders and client SOA to reduce administrative costs, providing a streamlined process. Cancel invoices for non-payment after a specified number of reminders, optimising debt management.
Financial and Compliance Reports
Unlock Agiliux Commercial’s comprehensive reporting capabilities, where every captured data point is available for analysis. Easily track premiums, fees, and commissions through the Production Report, downloadable at any time. Gain insights into outstanding collections with SOA and Aging reports. Quickly assess financial health with Trial Balance, Profit/Loss, and Balance reports. Ensure compliance with configurable reports by insurance line, new business, renewals, and insurer type for Commercial Insurance Brokers in the Insurance industry.
Accounting & Reports