Admin. Provides a simple interface to create employees, assign them to groups and relate to responsibility tags Encompasses universal broking methods

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2 Admin suite is a web based application built on an open architecture, with enormous flexibility for insurance broking houses. Our approach is to deliver a solution that can increase processing productivity, show a quick return on investment, reduce expenses and help facilitate growth. Some of it s salient features are: The admin module provides the interface to setup and manage the whole system. It is the place to create administer users, assign roles and permissions to them. It also provides a facility to create and tweak configurations related to premium, brokerage, service tax etc. Admin module does the following: Built from scratch for the Insurance Broking Industry Application Settings Meets specific broking requirements in order to serve your clients better Provides a simple interface to create employees, assign them to groups and relate to responsibility tags Encompasses universal broking methods Eliminates paper work to a large extent Allows to assign roles, depending on the module for which they need access Works on a cost-effective platform, which helps in reducing the Total Cost of Ownership (TCO) Creates and manages role based access control for different groups of users Completely Web based and Cloud compatibility Handles all important aspects of General and Life Insurance policies across various insurers/products The General Insurance sectors handled include Motor, Property, Travel, Liability, Health, Marine and Corporate The Life Insurance sectors handled include Individual and Group policies, Money-back, Term life, Whole life, ULIP, Endowment, Whole life endowment, Individual Pension and Group Pension Screenshot - Admin The whole application is divided into logical modules as described below: Creates multi-level organization structure Creates a designation tree for the entire organization Modules Sets the sharing access between the users Admin Sets the record level access control for all the tasks CRM (Customer Relationship Management) Claims Management * Facilitates a smooth exit process for an a existing employee by providing an interface to reallocate client portfolio Finance Backs up and restores the database DMS (Document Management System) Insurance Settings Reports Stores details of insurance companies, branches, products and their finer details Alerts Presets insurance settings which allows setting up of insurance products, brokerage, tax structure etc Claims Finance Generates various kinds of reports for the administrator CRM Some of the sample reports are:»» User Log reports Admin»» Role based privilege reports»» Active/Inactive user reports DMS Alerts Reports * Applicable only for General Insurance 2

3 CRM (Customer Relationship Management)»» Pending Proposals reports It provides you with a simple to use interface to record client and its contact information. It also allows you to quantify prospective business size for each prospect and also a simple business profile. It facilitates the enterprise to handle the entire selling process to prospective clients. The CRM module does the following:»» Branch wise reports, Relationship Manager reports, Business head reports etc Claims Management * Claims creation, tracking and management forms a part of the core general insurance broking process. It is a cost center for the broker to generate goodwill with the customer. However this module helps to reduce the cost of processing, by automating routine and mundane tasks. This module handles all aspects of claims management including claimant information tracking, damage inspection information and claim settlements. Claims Management module does the following: Tracks information on prospective customers, and then qualifies the enquiries Monitors the progress of each transaction from an initial contact, close of sale upto post-sale support Offers customized templates to create and send messages to prospects and customers Provides an efficient user-friendly interface to create and manage a centralized repository for customer information Creates, tracks and tags the progress of each claim Provides separate interfaces for Internal and External claims along with Ready Reckoners Creates a stage and pivots the entire lifecycle of insurance policy administration Assigns different flags to each claim through its lifecycle to understand the bottleneck phases, and take corrective actions Screenshot - CRM Handles insurance policies of various companies Screenshot - Claims Provides a check list for policy creation Automates premium calculations along with tax data Generates various kinds of reports for the claims manager Manages special projects under writing including installment calculations Some of the sample reports are: Creates renewal reminders/alerts through s/sms to the clients +»» Document Checklist reports»» Total Client wise claims reports»» Claim Status reports Provides endorsement facilities including nil endorsement»» Pending Claims reports Generates different Ready Reckoner views for sales renewals, expiries etc Finance The Finance module includes Accounts Receivable, Invoice generation, Ready Reckoner and Reconciliation views with extensive reporting capabilities. Generates Claims Ratio for each portfolio Interfaces with the Dynamic Reports module to generate various kinds of reports for the top management Some of the sample reports are:»» Sales reports + Through your service provider * Applicable only for General Insurance 3

4 Accounts Receivable Accounts Receivable represents brokerages that have not yet been collected from the insurance companies. With Accounts Receivables module, you can manage your fund flow by keeping track of outstanding receivables. Finance module does the following: Creates a cheque deposit facility to contain and process receipts from the insurance company Reconciles the Brokerage Amount, Tax against the received cheque from the insurance companies Screenshot - DMS Facilitates the document search using keywords Facilitates partial brokerage payments from the insurance companies Reports Reports is a dynamic solution which can generate custom reports based on captured data. It is a wizard interface that loops through the tables and populates the screen. You can define the structure and the way it is displayed. Other options include filtering, sorting, grouping and summarizing. It can also generate graphs based on the data sets choosen for reporting. You can then save it with a name of your choice. Reports thus saved can be viewed through the Dashboard link. Reports module does the following: Screenshot - Finance Generates tax invoices Generates reports with real time information through an Intuitive report wizard Prints complete transaction details, including the details of receipts and keep a complete transaction history Provides options for exporting reports to various file formats such as pdf and xls Facilitates the viewing of receipts by customer range and date range Ready Reckoner view to understand accrued earnings Some of the reports available are:»» Tax reports»» Regulator reports DMS (Document Management System) This module helps in organizing, managing and keeping track of documents created and uploaded. With this module, you can create and maintain a document repository, quickly search and retrieve documents. Screenshot - Reports Generates summary reports with subtotals and other information DMS module does the following: Provides multi-module reporting capability to analyze critical business activities Facilitates document access with minimal clicks Provides graphical representation of reports like bar graphs and pie charts Lets you create custom folders Stores your key documents in custom folders 4

5 Alerts mutually beneficial and satisfactory. Our founding members laid this as one of the pillars of our customer engagement policy. The strengths we have acquired all around are truly reflective of this. Some of our strengths are: Alerts will remind you when you have an important activity or an appointment. It can be integrated with the system to remind you of important activities by generating / SMS reminders. The external service component in the form of / SMS server has to be subscribed or purchased by you. Some of the sample alerts are: Well balanced team led by skillful people We are well known in the Indian Insurance Industry Have a strong frame work with rapid proto-typing ability Constantly evolving product base that brings incremental benefits to the customer with each passing day Understand the Web 2.0 parlance very well Screenshot - Alerts»» Installment collection alerts»» Policy Renewal alerts»» Endorsement alerts»» Policy expiry alerts»» Cash Deposit balance reminder alerts Benefits Following are the key features of the mzapp Insurance Broking software that benefits the customer: Robust and Scalable enterprise class solution Deployment over the internet for global access Built with Web 2.0 standards Multi user operations built with cutting edge technology Reduces manual intervention Reduces transactional costs Friendly User Interface for faster end-user learning Increases your customer service levels Provides greater control over routine activities Context-sensitive help Provides a vast library of reports Our Strengths Mindzen was born out of a zeal to fundamentally change the way IT services are being delivered, by serving the customer in an enlightened manner where the engagements are 5

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