Swift Features

Some of the features that Swift offer are:

  • Policies

    Policy information can be configured to meet your business needs, coverage and benefit details. Policy types can be configured to meet your business needs.

  • Client Documentation

    Policy information is generated into quality package schedules, including coverage and benefit summaries. Customised client letters can be sent at any stage of the insurance process. Tax invoices and statements can be configured to connect with your payment gateway. All documentation can be stylised to meet your brand guidelines.

  • Accounting

    Functions on either a cash or accrual basis. All accounting entries generated by the broking system are recorded in an inbuilt general ledger. A full range of accounting reports are available.

  • Claims

    Full claim recording and tracking is displayed in a single view; claims are assigned by risk item for detailed recording.

  • Reporting

    Includes a suite of standard business reports, all of which can be scheduled to automatically print of email on a regular basis. Available reports include: Activity, Claims, Policy, Profit & Loss, Premium Income Reports, Client Profiles, Contact Letters, Invoice Registers, Notes & Tasks, Outstanding Placing Slips and Policy Listings.

"The reporting information that comes from Swift is wonderful. In my old system you had to print two reports to cover the same data."

Broker / Branch Manager