The following broker comments display a small proportion of the assessments made about their chosen software house system or insurer extranet platform. The names of the insurers and software houses have been removed.
Getting quote documents is very long winded. Too many questions are asked. The renewal system is just dreadful which makes me reluctant to put new business through the system
Adding agencies takes too long, its should be automated
I wish the system was a bit smoother sometimes you get hang ups and logged out for no reason
Accept Wizard and Invoice Wizard could be easier, for example all on one screen instead of a combined 5
Needs more occupation categories to choose from
The premiums are not always where they need to be and I do end up having to reduce the premium a lot
A possibility of displaying a 'mock-up' payment schedule, of what it would like to put the client on Direct Debit payments
Contact information as if Web chat is too busy you have no one to help assist and referrals can be lengthy
Data could be uploaded from an interface rather than manually input
It would be helpful to have the ability to go back into the quote to requote if additional information is received instead of re-keying
Price. Too often they are well adrift by more than 200%+ against cheapest
Service - the system is fairly simple however, I feel that you don't always get through to someone who can help on the risk
More flexibility cloning one type of RFQ to another type of RFQ without having to rekey
Only super-users can gain access to all of the system. And if you could amend a premium on account once invoiced that would be a big help
Over complicated, in this day and age with aggregators feel could be a lot easier to navigate on all functions
It is overly complicated and they seem incapable of communicating in plain English. Every update communication is full of jargon and things that might be of benefit are unknown as a result
Integrated calls and better integrated emails
To be able to amend premiums/commission levels with ease once the policy has been invoiced
Being able to use the system with portable devices (tablets etc)
A basic system which is userfreindly and works rather than being overly pretencious
We need Aviva to go full cycle EDI for Household
We have had this software house for over 20 years and have never had training. We don't know what its capabilities are!
I find the system incredibly slow and the referral process incredibly slow. The premium flexibility is non-existent which deters me from using their system. I also am not confident in the referral team behind the system
I find this site unnecessarily complicated and not user friendly. For example, if a MTA goes beyond it's date it has to be NTUd and redone
We are not developing this software house & looking to move to...
Appetite for larger risks
Better email creation and text automation systems
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