Case Studies - Insurance Software for MGAs, Insurers, Claims Management and Brokers > Covernet Case Studies - Covernet - Smart Insurance Software

Smart Case Studies

Discover how we’ve already enabled MGA start-ups and helped drive success for leading insurance industry names with our fully hosted insurance solutions and flexible software design.
  • Client name
    AXA Insurance
    Project name
    Commercial Growth in Ireland (ISMIS)
    A Smoother Customer Journey

    Growing in Commercial Lines is of key importance to AXA. When it came to us developing a new farm product, we knew that we could depend on Covernet to work closely with us in developing a solution that would support our ambitions. We had two simple asks of Covernet, firstly that any system be simple resulting in a smooth customer journey that made it easy to do business with AXA. Secondly, any system needed to be flexible and support the pricing and underwriting sophistication requirements to enable us to grow our commercial business profitably. Covernet delivered (and continue to deliver) for AXA in this regard, always meeting and often times exceeding our expectations.

    Quantify Success

    Since launch, staff and brokers have consistently identified our simple and straight forward products and customer journey as one of the key differentiators for AXA. Covernet were the people who were able to deliver these things for us. This is evidenced by the more than 15,000 farmers who’ve made the switch to AXA Smart Farm since our launch!

  • Client name
    Prestige Underwriting Services
    Project name
    Enhanced regulatory compliance (ISMIS)
    A Smart Partnership

    It enables us to set parameters for risk control that would have previously been manual processes. Covernet’s system gives us the opportunity to dictate bespoke rules which can be embedded in the system.

    One of our biggest risks is operating outside of the delegated authority granted by an insurer as this could lead to the withdrawal of the agency.

    So the Covernet claims functions allow us to set up user profiles to manage authority limits in line with the insurer’s claims delegated authority, this control prevents any user from acting outside of their authority limit.

    The system is used on various levels as a fraud prevention tool. 

    Efficiency Successes

    Plus, managing delegated authority for both claims and underwriting creates an inherent conflict of interest. So, to ensure our customers are treated fairly, we can restrict data visibility by using an individual user profile. This means Underwriters can only see the claims data which is necessary for them to carry out their underwriting function, in other terms - robust Chinese walls.

    Covernet also enables us to react quickly to regulatory changes too. For example, we can make a high priority change to documents within a short timeframe, avoiding any regulatory breaches or extended lead in times in comparison with other software houses.

    With Covernet, we can also develop our own Management Information for specific purposes such as regular MI reports or Ad-hoc MI to manage new risks.

  • Client name
    Ibex Insurance
    Project name
    Retail schemes expansion (ISMIS CORE)
    Customer Expansion

    ISMIS CORE enables quick, self-service addition of new schemes without the need for costly development. Plus, the CORE module gives staff in all Ibex’s retail branches quick and easy access to all of this ISMIS functionality for both Euro and Sterling Policies.

     

    Ibex & ISMIS Core

    With ISMIS CORE, a simple set of screens enables the Underwriter to create a policy for new or existing customers by selecting the Insurer and the Scheme. Once transacted, the policy is immediately available within the following ISMIS modules:

    • Claims (Add and manage claims on policy)
    • Business Intelligence (Policy will appear in management reports)
    • Accounts (Account entries generated in Broker and Insurer Accounts for the policy, and available for Accounts Reconciliation)
    • Renewal Manager (Automatic Renewal Notification on Underwriter’s or Broker’s TaskList)
    • Policy Administration (Full lifecycle functionality available to perform MTAs / NTUs / CAN)
    • Underwriter Admin Tools (Change Broker / Reinstate Lapses / Force Renewal)
    • Audit (All interactions with the policy will appear in the Diary and be available for Compliance Reporting.)
  • Client name
    Dale Underwriting Partners
    Project name
    Dale Sports, Leisure and Events
    Maximising Underwriter Efficiency

    “Developing a unique algorithmic rating engine to calculate premium and ensure underwriting qualifying criteria are met, ensures a swift service for brokers, and maximises the value of the underwriting team’s time.”

    For more complex risks, custom broker submissions can also be processed through the digital portal to Dale’s underwriting team for review and pricing. Underwriters can also carry out complex adjustments and apply tailored endorsements to the policy, while enabling the broker to issue the risk and download pdf policy documentation from within the digital portal.

    A Key Differentiator

    Dale casualty underwriter Chris Hootton added: “Our ability to deliver first-class products quickly, efficiently and with minimal manual processing is a key differentiator in an increasingly competitive marketplace. Covernet’s platform enables us to do all that, while also providing us with the all-important data analytics that are needed to inform our reporting, manage our broker relationships and monitor overall portfolio performance”.

    Link to Full News Story

  • Client name
    Europa Underwriting Limited
    Project name
    EDI Motor Migration
    Europa Underwriting selected Covernet to streamline its policy management processes and elevate operational efficiency

    The Covernet ISMIS platform will automate the collection and processing of full cycle EDI messages for Europa Underwriting, ensuring data integrity and automatically identifying exceptions for prompt attention by the Underwriting Team. Additionally, the platform facilitates the transformation and relay of messages to Europa's capacity providers, optimizing communication channels.

    One of the key features of the ISMIS platform is its ability to enable further efficient underwriting at Europa. The platform's user-friendly policy screens provide underwriters with immediate access to comprehensive policy histories, including account breakdowns across every transaction. Moreover, the platform generates user-friendly PDF policy documents with all policy details readily available for review.

    The ISMIS EDI Self Service module empowers Europa Underwriting with the ability to search, review, and manage processed EDI messages independently, enabling quick resolution of exceptions and ensuring seamless operations.

    Enhanced MI and Premium Validation

    Europa Underwriting will also benefit from a suite of reports provided by the ISMIS platform, offering easy access to Management Information (MI) across their entire book of business. This capability allows Europa to monitor portfolio performance, track individual broker performance on a daily, weekly, and monthly basis, and make data-driven decisions.

    In addition to these features, the ISMIS platform incorporates bespoke risk engines for each product, running policy transactions through Premium Validation functionality. This process identifies any inconsistencies or issues in transacted policy premiums from broker platforms, providing Europa with valuable MI for pricing strategies.

    A robust accounts module within the ISMIS platform enhances efficiencies in managing both broker and insurer accounts. Brokers can access statements and process monthly accounts directly through the platform, further streamlining financial operations.