The Policy

This is the operational section dedicated to the insertion of all data relating to each individual Policy, such as:
number and kind of Policy, underwriting year, starting and closing date, Company code and the Broker.
In addition to the Insured, you can specify the Leader and the Shares percentage of underwriters.
Here it's possible to attach the Policy document, to have it always available online, and eventually other documents, in every format.

Search module

This useful tool with 10 search fields, allows a quick identification of the Policy you are looking for.

Borderau export

Your search result on Policies can be exported as a spreadsheet in .XLSX format.