The most powerful process management system for underwriting agencies. Designed to work the way you do. Learn more
UPM2 Claims Management
Consistent Outcomes. Fast turnaround.
Improve customer satisfaction and staff efficiency. Minimize manual work through process automation. Scale claims volume at reduced cost per unit. Learn more
UPM2 iClose Connector
Faster. Efficient. Automated.
Integrate UPM2 seamlessly with Ebix Broker Systems. Automate the entire policy lifecycle. Learn more
UPM2 solutions break the conundrum of ‘more volume – more people’ through great systems so that higher revenues and business volume can also deliver greater margin.
BUILD CHANNEL PERFORMANCE
The way an underwriting agency services intermediaries and brokers has a direct impact on their loyalty and performance. Your ability to compete for your channel’s attention is dependent on well designed and effective operations. The pressure to reduce cost while increasing service levels demands freeing-up staff from manual tasks to focus on your customers and add value to their business.
REDUCE TIME TO MARKET
Competitive pressures and new business models require rapid turnaround time and reduced time to market for innovative new insurance solutions. To protect market segments, maintain renewal rates and achieve growth, the speed and agility of taking increasingly complex products to market has become a key competitive advantage.
IMPROVE OPERATIONAL EFFICIENCY THROUGH AUTOMATION
Traditional operational processes have relied heavily on a skilled workforce with industry experience. The change from manual work to automated, online enabled processes reduces your dependency on highly skilled, experienced staff. Running your operations on smart and future proof business systems has become critical to compete in the market.
ENHANCE CUSTOMER EXPERIENCE
Customers have never been more demanding or more educated and have never had so much choice. To not only attract but also retain customers and partners requires relentless focus on the customer experience. Speed, agility and digital on-line capabilities have become a business mandate.
ANZIIF INNOVATION AWARD 2014
Innovation of the Year winners at the 2014 Australian Insurance Awards
HOW WE DELIVER
We take service personally and invest in building long term partnerships with our clients. Our proactive approach ensures continued alignment of your systems with changing business needs. Every business has a different vision and expectations. Through our extensive product and service portfolio we provide the flexibility to tailor a solution specific to your business’ needs..
HOW WILL YOU ENSURE YOU GET THE RETURN ON YOUR INVESTMENT THROUGH HIGHER PRODUCTIVITY?
As we configure the UPM2 solution according to your work processes, your employees will find it easy to use the system and very quickly gain significant productivity advantages. We work closely with you on the appropriate training schedule and ensure that your employees get the best out of the system. Downstream, you will benefit from shorter on-boarding time frames and offering a more attractive, modern workplace for your staff.
HOW CAN YOU MINIMIZE THE BURDEN ON YOUR BUSINESS-AS-USUAL OPERATIONS?
At Gratex we understand that new systems can be disruptive to your day to day business. We work carefully with you to minimize any impact, and enable a smooth and painless transition at the pace of your business. No matter if you want to introduce new functionality step by step over a longer period of time, or change your entire operations in one big project, we work with you to achieve the best outcome and keep business-as-usual going.
WHAT KIND OF PARTNERSHIP WOULD YOU LIKE?
UPM2 solutions can be implemented on your premises and managed by your existing IT team, or entirely managed and hosted by Gratex International in a local data center ensuring full compliance with local data management related legislation. You can acquire the system through an operational expensed subscription model or invest your capital and buy it outright. If you partner with Gratex, your systems are supported and maintained by experts that not only understand IT, but also understand your business.
HOW CAN YOU PROTECT YOUR EXISTING INVESTMENT?
Over the years you may have invested significantly in systems and infrastructure. However, it may lack functionality or integration with other systems. This can impose unnecessary and costly manual work like frequent re-keying of data. The UPM2 Suite consists of modules which can be implemented separately, or as an end-to-end system. Gratex consultants can then help you to integrate the systems. This way you can deploy processes and systems at the right pace for your business.
HOW WILL WE HELP YOU MANAGE A SUCCESSFUL TRANSITION FROM OLD TO NEW SYSTEMS AND PROCESSES?
The success of a project of this nature lies not only in the delivery of a suitable system solution but also in how that system is implemented and assimilated into the operational environment. Under this proposal, an experienced Change Management team will be assigned to work with the client organization in achieving the business benefits of this project, as listed in the preceding paragraph. This team will also ensure organizational preparedness and support the client through the business transformation process. The experience of the team will be leveraged to support the client to ensure that service disruptions are minimized during the transition and that employee engagement is maximized during the period of change.