Finance
MG Insurance Services Ltd. (FileMaker Pro v9 under FM Server Advanced 9 on dedicated server)
Specialising in business and corporate insurance MG has experienced phenomenal growth over the last few years and investment in their database has been critical to this expansion.
This full critical path solution takes care of business from initial enquiry through the quotation/acceptance procedure and on to sales ledger and credit control. The solution is departmentalised and includes; telesales, renewals, underwriting, policies, claims and accounts. A tracking system automatically logs key events, providing a complete picture of each and every transaction.
Mortgage and Insurance Shop Ltd. (FileMaker Pro v9 under FM Server Advanced 9 on dedicated SBS server with mixed Mac and Windows clients)
High Street Mortgage and Insurance franchise business.
The MIS Databank provides franchisees with the ability to quote home owners and buyers with a range of mortgage and insurance products via this separation model which keeps delicate data secure on a remote server while allowing multiple franchisees to access and add data using individual Interface sets. Fast and secure as data is streamed to remote sites from the central secure server which retains all the case data and FSA compliance documentation and reporting for the whole group.