Payment & invoicing

 
The Payment & invoicing module helps you manage the cash flow between all parties involved in the insurance process. Here you can create customer invoices, manage premiums, taxes, fees, commissions, in and outgoing payments, as well as payment periodization with the most common payment processes.

Accounting

Technical accounting of financial transactions. Ability to export to general ledger.

external integrations

Country-specific integrations, such as connection to Autogiro, e-invoice and TelePay

EXTENSIONS TO PAYMENT & INVOICING

 

PARTIES handling

Here, the parties that interact with the system are registered, such as customers and brokers.

Web office

Web office is for you who do not have their own front-end solution. Web office gives you a digitized process for your users.

Collaboration

Enables collaborative work of several parties on the same business process

Import & export

Import and export selected business objects between different Insicon i2i environments.

Correspondence

Build templates for your customer communication and select distribution channels.

Security

The people who work in the system should have different roles. Here you set rules for eligibility with administration of users, roles users have in the system and functionality and data access permissions

Batch

Automates large volumes of data through scheduled batch runs.

BI

Business information reports for follow-up, statistics and processing.

API-integration

Exposes Insicon i2i components that can be used by other external systems.

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