2. • Technology
in
the
service
of
business
• Koolsite
Insurance
Anywhere
• The
business
development
• A;en<on
focused
on
the
client
• Data
management
• Business
management
• Addi<onal
modules
• Cloud
or
in-­‐house?
• Mobile
Apps
• Complementary
services
• Panoramic
summary
• Contacts

3. System
integra<on
and
bespoke
project
development
Koolsite
is
a
company
specialised
in
the
development
of
soGware
and
is
a
B2B
service
provider
for
the
insurance
industry.
With
over
25
years
of
experience
and
15
years
presence
in
Portugal
and
Spain,
the
company
is
now
ac<ve
in
the
Italian
and
UK
markets.
Koolsite’s
team
technical
exper<se
are:
Java,
mobile
Apps
and
system
architecture
(Mainframe,
iSeries,
AIX,
Linux,
Windows
and
Mac
OSX)
Wide
range
of
products
intended
to
be
used
in
cloud
mode
Koolsite
is
a
partner
of
Generali
Portugal
and
a
soGware
provider
for
their
na<onal
sales
network
and
the
back
office.

4. Koolsite’s
soGware
solu<on
was
created
to
sa<sfy
the
current
demands
of
the
insurers
and
the
insurance
intermediaries
Business
growth
Focused
on
the
client
Data
management
Business
management

5. In
order
to
generate
new
business
with
con<nuity,
the
Insurance
Companies
and
Intermediaries
should
always
be
a
step
ahead
of
the
market
and
their
compe<tors.
The
management
modes
of
the
commercial
ac<vity
are
always
more
complex
and
integrated,
while
contrac<ons
these
days
are
at
play
that
put
the
corporate
structures
under
a
lot
of
pressure.
The
modern
business
models
require
instruments
able
to
operate
along
the
en<re
value
chain,
both
for
the
insurer
and
the
intermediary.
OBJECTIVE:
to
increase
the
business
volume
and
make
full
use
of
the
channels
Single
personal
record:
Leads,
collaborators,
service
providers,
clients
and
all
data
and
documents
associated
to
them
are
always
available
in
the
database.
Mul<channel:
Email,
SMS,
no<fica<ons,
fax,
private
web
site
and
na<ve
Apps
increase
the
possibili<es
to
find
and
reach
clients
in
more
occasions.
Savings:
The
costs
of
acquiring
and
retaining
clients
are
reduced
due
to
the
simplicity
and
speed
with
which
one
works.
Koolsite
accelerates
the
commercial
development
ac<vi<es
through:
Sales
Management:
One
can
manage
the
ac<vi<es
of
workers
and
external
collaborators
by
alloca<ng
tasks
and
specific
por^olios.
Variety
of
offer:
The
soGware
manages
the
products
of
the
insurers,
allowing
to
issue
policies
and
handle
renewals
and
the
underwri<ng.
Budge<ng:
With
the
ability
to
create
quotes
and
proposals
conver<ble
into
policies,
the
client
is
monitored
during
the
decision-­‐making
process.

6. The
client
management,
from
the
point
of
view
of
customer
lifecycle
value
and
service
quality,
is
a
basic
requisite
for
the
Insurer
and
Intermediary
that
would
like
to
provide
added
value
to
the
market.
The
Customer
Rela<onship
Management
(CRM)
approach
provides
precisely
this:
To
manage
the
interac<on
with
the
clients
with
the
objec<ve
to
develop
and
exploit
virtuous
dynamics
to
generate
addi<onal
business
while
maintaining
high
sa<sfac<on.
This
requires
specific
instruments
capable
of
handling
effec<vely
the
client
data.
OBJECTIVE:
To
build
customer
loyalty
and
increase
the
level
of
sa<sfac<on
En<ty
record:
The
client/corporate
record
is
designed
to
collect
in
a
single
place
all
the
informa<on
useful
for
managing
rela<onships
and
trade.
Documenta<on:
Policies,
quota<ons,
receipts,
claims
and
any
other
documents
related
to
the
customer
are
always
available
for
viewing
and
strategy
planning.
Personalised
communica<on:
Tools
for
mul<-­‐channel
communica<on
allow
it
to
be
managed
according
to
client
preferences.
Koolsite
promotes
client
focus
by
means
of
the
following
key
features:
Claims:
The
claims
handling
process
is
rapid
and
integrated,
it
is
followed-­‐up
and
the
client
is
kept
informed
about
the
case
progress.
Mul<-­‐channel:
email,
SMS,
fax
and
na<ve
App
with
push
no<fica<ons
enrich
the
ability
to
make
and
maintain
contact
with
the
customer
base.
Social
Media:
Facebook
integra<on
allows
one
to
stay
in
touch
with
clients
through
a
commonly
used
channel.

7. Data
management
is
of
utmost
importance
for
the
service
sector.
For
operators
in
the
insurance
industry
in
par<cular,
a
large
volume
of
informa<on
is
managed
on
a
daily
basis.
For
this
reason,
it
is
paramount
that
changes
to
the
data
are
always
focused
on
two
main
aspects:
First,
corporate
informa<on
systems
must
be
able
to
manage
in
an
integrated
database
to
facilitate
the
opera<ons
and
decision
making;
then
it
is
also
essen<al
to
have
reliability
with
regards
to
the
security
of
the
informa<on
holding
companies.
OBJECTIVE:
Store
and
process
data
in
a
protected
and
efficient
way
Profiled
access:
The
users
profile
can
be
precisely
configured
to
ensure
that
there
is
a
correspondence
between
data
opera<ons
and
the
user
exper<se.
Cloud:
Storing
the
data
in
the
cloud
reduces
costs
and
allows
immediate
access
to
the
system
at
any<me
and
everywhere
with
internet
connec<on.
Security:
Koolsite
servers
use
redundancy
and
operate
in
master/slave
mode.
They
are
under
vigilance
24/7
and
have
power
supply
backup.
Koolsite
allows
the
administra<on
of
the
data
with:
Backup/Restore:
all
of
the
database
informa<on
is
under
a
systema<c
periodic
backup
and
is
always
available
for
an
eventual
restore.
Web
Services:
Koolsite
can
interact
directly
via
Web
Services
with
some
Insures
for
automa<c
direct
data
exchange
(policies,
claims,
etc.)
Mul<-­‐plaMorm:
The
soGware
can
be
completely
used
under
Windows,
MAC
OSX,
Linux
(Ubuntu,
Red
Hat,
Suse)
and
na<ve
iOS
and
Android
Apps

8. The
administra<ve
opera<ons
daily
ac<vi<es
should
not
represent
a
burden
in
terms
of
cost
and
<me,
these
opera<ons
are
instrumental
in
the
business
development.
An
IT
system
that
takes
into
account
this
priority
allows
its
users
to
work
with
simplicity
and
speed,
offering
func<ons
and
data
in
an
intui<ve
and
user-­‐friendly
way.
OBJECTIVE:
To
carry
out
the
administra<ve
opera<ons
with
simplicity
and
efficiency
Receipts:
The
receipt
collec<on
is
highly
flexible
and
can
handle
par<al,
total
and
by
instalments
payments
to
the
insurer.
Finance:
The
opera<ons
on
the
insurer
bank
accounts
and
the
clients
are
all
within
the
reach
of
a
click:
Deposits,
collec<on,
reconcile,
transfers
and
balances.
Collaborators:
It
is
simple
to
assign
work
and
clients
to
various
insurer
collaborators,
the
commission
calcula<on
is
automa<c
and
immediate.
Financial
repor<ng:
reports
of
the
services
provided
for
the
insurer
are
generated
in
a
few
seconds
and
automa<cally
(webservice).
Koolsite
facilitates
the
management
of
the
business
with:
PorMolio:
The
details
of
the
policy,
the
receipts
and
the
claims
are
always
available
with
search
filters
and
customised
viewing.
Special
documents:
the
system
is
also
prepared
to
manage
the
issue
of
Cover
Notes
and
Green
Cards.
Mul<tasking:
Different
tasks
can
be
accomplished
together
since
each
func<on
window
is
managed
independently.
Sta<s<cs:
The
performance
of
the
relevant
business
indicators
is
monitored
so
that
text
and
graph
reports
can
be
generated.

9. Koolsite’s
standard
version
contains
all
the
necessary
instruments
for
the
complete
management
of
the
technical
and
administra<ve
insurance
ac<vity.
The
soGware
is
intended
to
meet
the
requirements
of
all
sizes,
for
this
there
are
also
available
some
addi<onal
modules.
Workflow
Accoun<ng
The
Workflow
module
can
set
automa<c
workflows
to
ease
the
opera<ons
and
aid
in
assigning
the
ac<vity
to
the
collaborators,
providing
alerts
and
monitoring.
Even
the
most
complex
processes
can
be
under
control.
The
Accoun<ng
module
is
a
mul<-­‐user
solu<on
that
can
operate
independently
or
integrated
to
the
soGware
for
complete
control
over
the
accounts.
It
is
possible
to
register
all
the
accoun<ng
opera<ons
automa<cally
through
the
administra<ve
opera<ons
of
the
soGware.

10. What
is
the
best
solu<on
with
regard
to
the
deployment
of
the
soGware?
Cloud
In-­‐house
CLOUD
IN-­‐HOUSE
Not
required
Specialised
IT
staff
Required
Not
required
IT
Resources
planning
Required
Not
required
Physical
space
for
server
Required
Minimised
Financial
risk
associated
to
IT
Higher
Automa<c
and
immediate
SoUware
updates
Performed
by
the
client
Simple
and
according
to
the
needs
Scalability
Linked
to
systems
and
costs
High
Security/Data
backup
Greater
risks

11. Koolsite
provides
na<ve
mobile
applica<ons
that
can
be
used
on
iOS
and
Android
smartphones
and
tablets,
to
work
on
the
move
using
the
versa<lity
of
the
soGware
and
op<mizing
the
<me
and
cost
of
the
business
ac<vity.
Free
Applica<on
Real
<me
access
to
the
informa<on
Can
also
be
used
by
the
end
user
Push-­‐no<fica<ons
with
reminder
and
informa<on
for
the
client
The
data
resides
in
the
cloud
Possibility
to
enter
Data
as
in
the
desktop
solu<on
Facebook
integra<on
DB
contact
import
>
Device
and
vice
versa
Very
simple
to
use
Same
access
creden<als
Integra<on
with
camera,
GPS,
call,
SMS
and
email

12. Bespoke
website
design
Site
client
area
design
for
the
Insurer
and
the
intermediary
Customised
commercial
proposal
Client
requirements
ini<al
technical
analysis
Client
database
migra<on
Complete
cloud
data
backup
with
secure
copies
Integra<on
with
client
or
third
party
applica<ons
Workflow
structuring
and
customisa<on
On-­‐demand
product
training
modules
On-­‐demand
consulta<ons
and
technical
support
The
clients
of
Koolsite
can
rely
immediately
on
a
wide
range
of
professional
services
designed
to
ensure
the
best
care
from
the
moment
they
start
to
use
the
soGware.

13. Koolsite
IT
Solu<ons
is
thus
presented
as
a
professional
partner
with
a
range
of
soGware
and
related
services
that
can
meet
the
specific
needs
of
insurance
companies
and
intermediaries
in
the
current
market
environment,
characterised
by
mul<-­‐channel
and
rapid
changing
contexts.
• Mul<level
sta<s<cal
management
• Policies
and
receipts
management
• Collaborators
management
and
commission
profiles
• Mul<-­‐user
system
with
profile
access
authorisa<on
control
• Por^olio
data
entry
in
manual,
data
file
or
web
service
mode
• Organiza<on
of
ac<vi<es
and
assignments
with
agenda
• Ability
to
create
quotes
and
proposals
to
convert
to
policies
• Management
of
the
administra<ve
aspects
of
the
ac<vity
• Management
of
the
financial
aspects
of
the
ac<vity
• Na<ve
mobile
applica<ons
rich
in
func<onali<es
• Tariff
genera<on
engine
• Workflow
module
for
process
automa<on
• Accoun<ng
module
for
the
administra<on

14. Tel.:
+44
(0)161
669
8123
office@koolsite.co.uk
h;p://www.koolsite.co.uk
Koolsite
UK
Ltd
Greenheys
Business
Centre
PencroG
Way,
Manchester
M15
6JJ