Phoenix is a client orientated system, catering for Individual and Company Clients. The extent of client details to be captured can be customised and validated as required. Allowing for lifestyle, marketing and additional insured information to meet both underwriting and reporting requirements.

A highly visual traffic light system is provided that can be interfaced to online or batch credit checking systems.

All client details, including lifestyle and marketing information can be used within policy rating.

Multiple addresses can be recorded. This is simplified by the integration of QAS software, which allows postcode/address lookup functions.

It is possible to view and access any policy associated with the client.

Client Activity

All inward and outward client related communications are visible in an activity viewer. The viewer also allows for the creation of ad-hoc documents, using pre-defined templates or from scratch.

Workflow diary tasks relating to the client, can be set up, scheduled or cleared.

Search Facilities

Client search facilities allow clients to be identified using minimal matching criteria, including pattern and wildcard searches. Searching can be performed through client information, address (risk or correspondence) and additional insured/interested parties.