IAssicur DBI

IAssicur DBI is a software gestionale (management software) specifically designed for the insurance brokerage industry. According to the vendor, it provides a range of tools and functionalities to assist insurance brokers in managing their operations, including policy management, customer relationship management (CRM), compliance management, document management, and business intelligence. The software aims to improve efficiency, productivity, and customer service in the insurance industry. IAssicur DBI is said to be suitable for insurance brokerage firms of all sizes, ranging from small independent brokers to large multinational agencies. It caters to various professions and industries, including insurance brokers, insurance agencies, insurance intermediaries, risk managers, and insurance consultants.

Form Authentication: According to the vendor, IAssicur DBI offers the option of implementing Form Authentication during the login process, providing an additional layer of security beyond the standard Windows authentication.

Access Analysis and Intrusion Attempts: The software includes tools to analyze access logs and detect potential intrusion attempts, such as attacks from hackers or cryptoviruses, according to the vendor.

Data Obfuscation: IAssicur DBI allows for the obfuscation of certain information in data visualizations, providing the broker with the ability to customize and manage the displayed data according to their specific needs and requirements, according to the vendor.

Immutability of Logs: The vendor states that the software ensures that the log of user operations cannot be modified in any way. All user activities from the moment of login onward are permanently recorded and cannot be altered.

Complete Traceability of Operations: According to the vendor, from the moment a user logs into IAssicur DBI using a password, all operations performed are tracked and monitored for future reference or auditing purposes.

Granular Data Access Hierarchies: IAssicur DBI provides the ability to limit access to specific fields or documents containing sensitive data, allowing for the implementation of restrictive rules regarding data visibility, according to the vendor.

Data Portability: The vendor claims that the data stored in IAssicur DBI, including portfolio and customer information, can be easily exported using a simple select query.

Access Control: According to the vendor, IAssicur DBI includes a system for controlling concurrent duplicate access, preventing access from two different machines using the same user credentials.

Automatic Generation of Mandatory Documents: According to the vendor, the software provides the user with the ability to automatically generate the necessary documents that regulate the relationship between the broker and the client, such as 7A/7B forms, suitability documents, and mandates.

Responsive Interface: IAssicur DBI offers a responsive interface that allows users to access the software from any device with an internet connection, including desktops, laptops, smartphones, and tablets, according to the vendor.