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New invoicing process 21

The invoic­ing process 21 cov­ers all steps from invoice and bro­ker­age fee con­trol and deliv­ery of the invoice to the cus­tomer to bro­ker invoic­ing and post­ing in finan­cial account­ing. Dif­fer­ent vari­ants can be select­ed depend­ing on requirements

Receipt of the invoice
Invoic­es can be deliv­ered in the fol­low­ing ways:

  • Eco Hub / DXP
  • One Bro­ker
  • Direct­ly through insurers
  • Man­u­al input

Data and XML
A dis­tinc­tion is made between struc­tured data and doc­u­ments. An XML file can con­tain both data and PDFs. Both are stored ful­ly auto­mat­i­cal­ly in BrokerStar.

Invoice ver­i­fi­ca­tion
A fixed pro­ce­dure must be fol­lowed in Bro­ker­Star for the ful­ly auto­mat­ic check­ing of pre­mi­um invoic­es: Deb­it posi­tion — read­ing — dif­fer­ence han­dling
⇒ for bro­ker­age fee control

Mail noti­fi­ca­tion
As soon as the invoice has been checked and giv­en the elec­tron­ic «checked» stamp, the cus­tomer receives a noti­fi­ca­tion to down­load the invoice from BrokerWeb.

Bro­ker­Web
The cus­tomer recog­nis­es the new invoice in the cus­tomer por­tal, which can be down­loaded. In this case, there is no need to send the accom­pa­ny­ing let­ter by post.

One Bro­ker
The process for auto­mat­ed invoice pro­cess­ing can be com­bined with Bro­ker­Star. The lat­est tech­nol­o­gy extracts data from dif­fer­ent sources.

Inter­me­di­ary billing
If there are inter­me­di­aries with a com­mis­sion claim, the state­ments can be cre­at­ed auto­mat­i­cal­ly and the pay­ments trans­ferred direct­ly to e‑banking.

Account­ing
Bro­ker­Star main­tains open item account­ing. With the finan­cial account­ing inter­face, account­ing-rel­e­vant trans­ac­tions are trans­ferred direct­ly to Sage or Aba­cus programmes.