Introduction
Product Information
Demonstration
User Questionaire

 

 

 

 

 

 

 

   HOME > AIO SOFTWARE > USER QUESTIONAIRE

AIO Insurance Software Potential User Profile Questionaire

Please complete the questionnaire and click submit when finished.
Send a copy of your chart of accounts to aio@sprynet.com

1. COMPANY PROFILE

1.1   Country:   
  1.2   Company:  
  1.3   Contact personne:  
  1.4   E-mail:  
  1.5   Phone:  
  1.6   Fax:  
  1.7   Offices:    
 
Head Office   
  Underwriting Branches  
  Other branches  
  Total  

2. SYSTEM CONFIGURATION

How do you propose to configure your system in terms of number of workstations? Please bear in mind that cost of the software will be quoted on the basis of the number of branches using the system, the number and types of insurance class modules and the number of workstations.
    
Number of workstations
  Department  
Head Office
  
Branches
  
Total
  Management  
 
 
  Underwriting  
 
 
  Claims  
 
 
  Reinsurance Accounts  
 
 
  Marketing/Production  
 
 
  Total  
 
 

3. UNDERWRTING

3.1 Classes of business written
Listed below are classes of insurance business. Please place a tick mark against those that you write and give the approximate number of policies now in force. You may add further classes to the list.
Class of insurance
  Number of Policies
  1. Accident & Health   
    
      Personal Accident /GPA  
 
      Workmen's  
 
      Medical  
 
      Travel  
 
 
  2. Motor        
      Private-Act Only  
 
      Private-Third Party  
 
      Private-Comprehensive  
 
      Commercial-Act Only  
 
      Commercial -Third Party  
 
      Commercial –Comprehensive  
 
      Motor Trade  
 
 
  3. Aviation  
   
      Hull & Liability
  
 
      PA
  
 
 
  4. Marine Hull  
   
      Commercial  
 
      Private  
 
 
  5. Marine Cargo/Transit  
   
      Marine Cargo  
 
      Goods In Transit  
 
 
  6. Fire & General Accident  
   
      Fire - Material Damage  
 
      Fire - Loss of Profits  
 
      Burglary  
 
      Glass  
 
      All Risks  
 
      Householders'/Houseowners'  
 
 
  7. Engineering  
   
      Contractors' All Risks  
 
      Contractors' Plant & Machinery  
 
      Erection All Risks  
 
      Machinery  
 
      Machinery Loss of Profits  
 
      Electronic Equipment Insurance  
 
     
   
  8. General Liability  
   
      Public Liability  
 
      Employer's Liability  
 
      Products Liability  
 
      Professional Indemnity  
 
 
  9. Pecuniary  
   
      Monery  
 
      Fidelity Guarantee  
 
      Bonds  
 
 
  10. Agricultural Insurance  
   
      Livestock  
 
      Crop   
 
 
  99. Special Risks  
   
      Oil  
 

Please specify any insurance classes you write that is not mentioned above.

4. CLAIMS

For each of the classes of insurance you listed under 3.1 above, please give the approximate number of claims notified in a year.
Class of insurance
  Number of Claims
  1. Accident & Health   
      Personal Accident /GPA    
     Workmen's  
      Medical  
      Travel  
 
  2. Motor    
      Private-Act Only  
      Private-Third Party  
      Private-Comprehensive  
      Commercial-Act Only  
      Commercial -Third Party  
      Commercial –Comprehensive  
      Motor Trade  
 
  3. Aviation    
      Hull & Liability
  
      PA
  
 
  4. Marine Hull    
      Commercial  
      Private  
 
  5. Marine Cargo/Transit    
      Marine Cargo  
      Goods In Transit  
 
  6. Fire & General Accident    
      Fire - Material Damage  
      Fire - Loss of Profits  
      Burglary  
      Glass  
      All Risks  
      Householders'/Houseowners'  
 
  7. Engineering    
      Contractors' All Risks  
      Contractors' Plant & Machinery  
      Erection All Risks  
      Machinery  
      Machinery Loss of Profits  
      Electronic Equipment Insurance  
       
  8. General Liability    
      Public Liability  
      Employer's Liability  
      Products Liability  
      Professional Indemnity  
 
  9. Pecuniary    
      Monery  
      Fidelity Guarantee  
      Bonds  
 
  10. Agricultural Insurance    
      Livestock   
      Crop   
 
  99. Special Risks    
      Oil  

5. ACCOUNTS

5.1 Account segments

Account segmentation facilitates selectivity in the production of reports for such accounting entities as office, division, department, class of business, or for combinations thereof. Given below is an example of such segmentation.
 
  Example
 
•    Segment 1: Office
•    Segment 2: Division (Life or Non-Life)
•    Segment 3: Account Group Code
•    Segment 4: Main Class/Sub-Division
•    Segment 5: Class/Department
•    Segment 6: Sub-Account
 
  Enter the format of the general ledger account segmentation format that you will use: (eg. xx-xx-xx-xx-xx-xx)

   Please send us a copy of your chart of accounts.
 

5.2 Accounting Vouchers / Documents

What accounting vouchers do you use in your accounting system? Please place a tick mark inside the appropriate cell in the following table.
 
 
Debit Note
Credit Note
Receipt Voucher
Payment Voucher
Journal Voucher
  Unerwriting
  Claims
  Reinsurance Accounts

6. ACCOUNTS – DEBTORS / ACCOUNTS RECEIVABLE

6.1 Number of Accounts:  
Approximate number of accounts:  

6.2 Classification
If you classify debtor accounts by type, please list the classifications (e.g. customers, staff, sundry etc. or, in the case of customers, private, corporate, government, etc.)
1.
   6.
2.
  7.
3.
  8.
4.
  9.
5.
  10.

6.3 Account Coding
If the account numbers you assign to debtors are a system of codes, please list the variables that are represented by the codes (e.g. branch office, debtor type, etc.)
1.
2.
3.
4.
5.

6.4 Ageing Periods
The first half of the table below gives an example of periods used to age outstanding debts. Enter yours in the second half of the table.
No.
Number of Days
        
No.
Number of Days
From
To
From
To
1
1
30
  
1
2
31
60
  
2
3
60
90
  
3
4
91
365
  
4
5
over
365
  
5

7. SALES COMMISSIONS

7.1 When do commissions payable to producers become due? Please either place a tick mark in the appropriate box in the table below or write out a summary of the rule that you follow.
1. only upon full payment of premium
  2. on each partial payment of premium

7.2 If commission system includes overriders as well, please describe its salient features.

7.3 Please describe any other features of your commission system.