UPM2 Agency Suite is a fully integrated, comprehensive business management system that unifies all underwriting process management functions and can be delivered onsite or as an on-demand service.

Automated processes allow staff to significantly increase their productivity and off-load manual repetitive work to a reliable business management system. Operational capacity is freed up to scale, while reducing the cost per unit.

  • Unparalleled automation of workflows across the entire operational underwriting process
  • Fully configurable to suit your agency’s specific requirements and procedures
  • Employees and brokers are guided through each step of the business processes
  • In-built service capability to improve the customer experience
  • Real time accurate management information to make the right decision at the right time
  • Governance is monitored and assured through in-built business rules

Online services presented through a business portal allow secure access to services such as policy information, quote generation and claim management. Fast and flexible self-service options not only improve direct customer and broker performance, it also allows you to reduce manual workloads and staff overheads.

Business rules which are specific to your operations are built into the automated processes assuring strong governance. As a result, work procedures are right first time and consistent, while the potential for human error is significantly reduced.

Operational risk is managed pro-actively through automated rate calculation and monitoring of all policy premiums. Comprehensive audit trails can be easily created to meet regulatory requirements.

Business performance indicators can be seen instantly across all relevant KPIs with 360-degree visibility. You can capitalise on market opportunity through shorter development times for new products.

More information can be found here:

UPM2 Agency Suite

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1800 111 110

Head Office:

Gratex International, a.s.
GBC IV, Galvaniho 17/C
82104 Bratislava
Slovak Republic

Australia and Asia Pacific Office:

Lakes Business Park
Level 1, 2A Lord Street
Botany, NSW 2019

Tel: (02) 8335 1100
Fax: (02) 8335 1190