Automate Your Sales Lifecycle
With Tritech's Point of Sale (POS) System you get everything you need to fulfil your insurance sales lifecycle with a fully automated, easy-to-use system. POS provides new business and endorsement quoting for Automobile and Personal Property.
The system is driven entirely by your business rules, products, and rates — allowing you to maximise sale opportunities. Easy-to-use screens deliver a comprehensive experience to both agents and consumers.
POS provides a fully automated new business process: from draft quote to full risk quote, through collecting case-specific approvals and legal documentation for the policy. It also offers communication workflow between the agent and underwriter.
Why POS?
The best part is that you can be assured that the system will be driven by your business rules, products, and rates — allowing you to maximise your sale opportunities.
- Easy-to-use screens for both agents and consumers
- Communication workflow between agent and underwriter
- Business analysts can version and update all rules without programming
- Fully integrated with GIMS — shared database and business rule tables
- Deploy to any browser via HTML5 — no client install required
Flexible Setup — No Programming Required
- Packages, coverages, limits, and deductibles
- Rating factor tables, algorithms, and steps
- Discount factor tables
- Validation tables: required fields, required documents, underwriter approvals, errors
Data Provider Integrations
- Current Carrier history
- Driver Motor Vehicle Record (MVR)
- Claims history
- Credit score & Vehicle score
- Vinmaster
- Zip Code / Postal Code
Technology Stack
- ASP.NET MVC, .NET 4.5 — Oracle or SQL Server
- HTML5 & jQuery browser-based UI
- REST & JSON Web API business logic
- GIMS and POS share online database and business rule tables