Quotes requested, market answers and conversion

Read statements and reconcile against receipts

Policies and receipts editable; claims read-only

Retainers, instalments and rents — what goes out the same every period

Everything the company issues or receives — the types are configuration

The sum of the movements — no stored total to disagree with it

Everyone we do business with, and the roles they play

What each account was carrying on the day the system changed

Current accounts, aging and payments

Group what happened by period, counterparty, article or own field

Production, loss ratio and retention by period

What the system detects, and what somebody has taken on

Policyholders, contacts and each one's book

Reporting, reserves and follow-up

Statements per agent and the period payout

Fees and handover to the certified system — does not issue invoices

Agreed terms per insurer, and where the book doesn't match

Bring in an acquired firm's book

Files attached to policies, clients and claims

What each agent sees

Counterparties, articles or route stops from a spreadsheet

Articles, document types and reference lists — what makes this ERP yours

Members, roles, the agent network, offices and the audit trail