Receipt management

Control the status of the receipt, and manage its collection/return, as well as commissions to brokers. If you use the multi-product option you will be able to know the premium amount of each insurer.

Claims Management

All claims management in a single module without the need for other applications: Design workflows with the BPM and the task manager, also controlling payments, reserves and recoveries.

CRM

Have a global view of the client: policies, receipts, quotes, opportunities, claims, statistics, profitability, documentation control, calss, notes, etc.

Business network

Designed to manage the entire business around commercial networks. Create groups and assign points of sale, as well as brokers. Have a full control of sales with a single click.

Bordereaux Generation

Configure the bordereaux you need and run it as often as you wish: manually or program it to be generated automatically. From BDX issuance, payments, claims, etc.

Product workshop

You can combine several products into one (multi-product). Add coverages, limits, rates, formulas, rules, etc. Everything you need without being a programmer.

Business rules

Rules for underwriting processes, supplements, claims, etc. Automate processes and manage the rules you decide to authorise or reject individually.

BPM

Hermes is based on a BPM (Business Process Management) system with which you can decide how your business flows. Hermes is flexible and adapts to your business.

Tasks

Create, assign and schedule tasks for an user, department or group of users. Monitor SLAs with the KPI tool. Add tasks to the BPM and it will automatically do the rest.

API Rest

Hermes has a large API Rest that allows third parties to connect to your system to: quote, issue, manage policies, claims, etc. Set the limits and control with Hermes.

Landing pages

From our system you can create portals, landing pages for promotion and sale of specific products. Configure the look & feel of the website and add visibility to the products you decide.

Statistics

All the information of your business visible from the control panel or Statistics module: Graphs, lists, triangulations, cubes, etc. Combine underwriting and claims and obtain the accident rate.

Reporting

Generate sales, underwriting, claims, etc. reports. Apply filters, styles, etc. and generate them when needed or schedule them as an automatic task.

Customised Look & feel

Configure colour, logos, emails, etc. Customise documents (policies, receipts, etc.) and apply style rules according to point of sale, broker, etc.

Multi-language

Adapted for the language you need. Both the software and the generation of documents (policies, receipts, etc) are adapted to the language of your region. Assign a language to each user. Currently available in Spanish, English and French.

Multi-currency

Hermes can manage more than one currency in the same environment. If you operate in several countries, manage everything with the same database. Each environment and product is configured with a default currency: EUR, USD, GBP, JPY, etc.

Integrations

Hermes is integrated with different third party applications: from government databases, electronic signature companies (Docusign), email (MailChimp, Mandrill, etc.), as well as other integrations you may need.

Payment methods

Fully integrated with credit card payment gateways (VISA, MasterCard, AMEX, etc.), PayPal, Transfers (Sofort Banking), SEPA Payments, Direct Debit, etc.