INTRODUCING X-ALT | 01xchanging.com.au

INTRODUCING X-ALTTHE ALTERNATIVE FOR THE AUSTRALIAN INSURANCE MARKET

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In a constantly changing world, insurance customers are facing increasingly complex and volatile personal, environmental and technological risks.

The challenge for the insurance industry is how it supports its customers to buy the right insurance at the right time in order to effectively manage those risks.

X-alt gives you the ability to compare, create and customise solutions for your customers.

The result is better insurance protection in a crowded, complex and ever-changing environment.

INTRODUCING X-ALT | 03xchanging.com.au

BENEFITS

CHOICE

Customers want choice. Brokers want choice. X-alt delivers both.

X-alt is the true alternative for the Australian insurance broking industry.

GROWTH

With the right people doing the right things easily and efficiently, X-alt allows brokers

to focus on growth. X-alt reduces the effort required to seek quotes from insurers, and increases the available time for high value customers. X-alt’s analytics capability also enables brokers to build better sales strategies.

INNOVATION

By understanding your customer better, you can respond to customer needs quicker. You can implement

new ideas, create dynamic product solutions and improve your existing services. You can provide services which are personal and tailored to meet existing and future customer needs.

X-alt’s integrated customer relationship management, document management, accounting management and analytics capability equips brokers to anticipate the impact of emerging trends and innovate with customer solutions.

INSIGHT

By using X-alt you can build a greater understanding of your customers’ buying patterns,

determine which customers are more profitable and why, and identify customers who are under insured and exposed to unacceptable risk.

Greater insight allows you to focus your business development efforts, assess the size of a new market niche and benchmark your attrition rates against other brokers or insurers.

X-alt provides brokers with a technology platform which enables the delivery of high quality customer solutions. X-alt’s sophisticated analytics capability enables you to base your marketing and new business campaigns around comprehensive metrics.

X-alt’s efficient system design allows brokers to spend more time with your customers, and less time in administration, while improving governance and compliance.

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FEATURES

DASHBOARD

X-alt’s easy-to-use and easy-to-see

dashboard allows you to create and view

tasks, check your work in progress, access

Sunrise Alerts and read the latest news

headlines.

TASKS

X-alt makes it easy to record tasks that

need to be performed and set reminders

for work that needs to be followed up.

You can create tasks from almost

anywhere within the system and attach

them to the customer record.

COMMUNICATIONS

Create emails, letters, notes and faxes,

record details of telephone calls and

meetings, and attach documents to the

customer record. The result is a safe,

centralised, complete customer profile.

DOCUMENTS

Create and automatically generate

documents such as letters, statements

and invoices through X-alt. You can

customise document templates to achieve

consistency and promote your brand. The

auto-populate feature means no more

time wasted rekeying information.

CLIENTS

Track all aspects of your client’s records

including personal details, address

information and policy proposals. You

can also link related clients, record client

marketing preferences and generate a

manual of a client’s insurance policies.

POLICIES

X-alt enables you to manage the lifecycle

of your customers’ insurance policies and

the communication path from the client to

the broker to the insurance company and

back.

FINANCE

Create invoices, receive funds, make

payments, manage finances and generate

financial reports using X-alt. The result is

customer and regulator confidence in your

robust financial management processes.

CLAIMS

Notify new claims, keep track of claims

and upload claim evidence using X-alt.

REPORTS

X-alt enables you to run a range of

preconfigured reports, or you can create

your own custom reports to keep track of

sales performance, conduct audits, and

effectively manage all aspects of your

insurance portfolio.

GENERAL ADMINISTRATION

X-alt is a highly configurable system, and

you can configure X-alt to suit the

particular needs of your brokerage. You

can control user access, add and modify

the operating company’s details and even

modify some elements of the screens.

INSURER ADMINISTRATION

The Insurer facility within X-alt allows you

to record the details of insurers and

underwriters. You can record multiple

addresses, add multiple contact details

and attach the details of a range of

products for each insurer.

SECURE

X-alt’s security features protect your

valuable customer information and

ensure that access is only available to

those authorised to receive it.

“This platform complements Xchanging’s business processing services to free brokers from the back office, allowing them the freedom to innovate the services they offer.”

Designed exclusively for general and small commercial insurance brokers in Australia, X-alt is a browser-based application which drives significant efficiency improvements and analytics capabilities for insurance brokers.

INTRODUCING X-ALT | 05xchanging.com.au

TRAINING AND TECHNICAL SUPPORT

Once X-alt is installed, you are not

alone. Our skilled technical support

crew is available to assist you with your

enquiries. Call us, send us an email or

access our website.

EASE OF IMPLEMENTATION

You run a business. The last thing you

need is an inefficient, time consuming

system implementation. The X-alt

implementation team will ensure a

seamless move to X-alt. Our team of

specialist implementers will come to

you, install X-alt onto your hardware,

train your people, leave you with easy to

follow instructions and help when you

need it with X-alt online and telephone

support.

ABOUT XCHANGING

WHO WE ARE

Xchanging is a technology-enabled provider of technology, procurement and business processing services. As a leading international outsourcing specialist with operations in 11 countries, our customers span the globe across multiple industry sectors. In order to meet the IT needs of this diverse and demanding customer base, our dedicated staff of more than 7,000 employees ensures complex business challenges are met with the right industry and technical expertise. Through its innovation and business and technology capabilities, Xchanging adds value to its customers’ businesses by enabling them to deliver operational efficiencies, improved quality of service and better customer relationships.

WHAT WE DO

Xchanging offers a full suite of IT services providing enhanced processes through practical and user-friendly systems. By providing a holistic, integrated and straight forward technology solution, our customers benefit from a simplified single vendor relationship and increased cost savings and efficiency.

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