ClearBroker

ClearBroker
The proven system for direct and reinsurance brokers

Manage Your Broking Operations With Less Time & Paperwork

ClearBroker is a post-placement broking solution with Claims, Reinsurance and GST modules

Designed to ease the work of brokers by automating redundant tasks and reducing human error. ClearBroker is a Windows client-server solution based on Microsoft SQL Server database.

Optimized for Direct & RI Broking

Broking systems are complicated and hard to master.

ClearBroker was designed to overcome that limitation via streamlined workflow and simple interface.

BENEFITS

CUSTOMIZABLE SOLUTION

EASY TO LEARN AND USE

QUICK ISSUANCE OF DEBIT NOTES & INVOICES

COMPREHENSIVE SUPPORT OPTIONS

AND MUCH MORE…

For Broking

Quotations

Risk Notes

Attach Broking Slips to Quotations and Risk Notes

Motor and Non-motor formats

Producers Performance Reports

For Operations

CAB / Non-CAB Processing

Claims Tracking

Cash Calls

Policy Tracking

E-Filling

For Accounting

Back-to-back Receivables to Payables

Brokerage Recovery (Direct Payments)

Budget / Forecast Planning

Expenses Management

GL Journals

Balance Sheet

Income Statement (Profit & Loss)

CLEARBROKER HIGHLIGHTS

Granular Security

Detailed access rights based on user roles
Provides overriding features to higher level personnel such as confirmation of draft, re-print of debit
/ credit notes and more

Multiple Bank Account (Trust Accounting)

Supports bank accounts for collection and expenses purposes
Quick bank account transfer – Includes a step by step wizard to easily transfer brokerage commission
from collection to expense bank account

Productive Accounting

Automated posting – Allows unattended posting of transactions to improve real-time depiction of transactions and
minimise errors of human entries.

Supports flexible accounting, without sacrificing integrity, with transactions that include:

Integrated with ProLine for GST and full-set accounting
Partial payments and direct payments for brokerage recovery
Multiple transaction write-offs with single payment
Single-click cancellations
Reconciliation for banks and creditors

Printing control and routing

Allows printing of documents to be routed to different printer
Provides full access control over re-printing of confidential or important documents
PDF generation for email and archiving

Multi-currency support

Provides accurate conversion of foreign currencies to capture the exact representation of transactions
Currency-aware reports to ensure accurate reporting

Easy Creation of Final Reports

Allows creation of multiple final reports including balance sheet and income statement (P&L) reports
for better insights of financial aspects of the business
Include generation of Bank Negara Malaysia (BNM) and Labuan Offshore (LOFSA) reports