Swift features

Viewing

All client information is held within the one system, available in a single view.

Quoting

Generate domestic policy quotes with Swift's integrated quoting tool. It delivers quotes from multiple insurers providing accurate premium comparisons for new business and renewals. House, contents, and private motor vehicle policies can also be auto quoted on by three major insurers.

Policies

Facility for complete policy schedule generation and recording along with full (audit) version tracking.

Accounting

Functions on either a cash or accrual basis.

Claims

Provides full claims recording and tracking displayed in a single view.

Reporting

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

Administration

Built-in tools enable effective time and office management.

Technical

Requires minimal hardware specs. A computer and a connection is all you need.

Easy to access and use

Swift has been designed with brokers in mind. It’s a complete insurance solution that helps improve customer service. Contact us today to talk to us about how Swift can make your business more efficient.

3rd Parties

Swift is supported and managed by independent parties Tenzing and Revera.