Who We Serve
Brokers
Our streamlined workflow system greatly reduces policy administration, so you and your clients can spend your time more profitably.
Our broker clients tell us that using Yellowblox is often a big factor in winning new clients. That’s because their prospects also appreciate how Yellowblox reduces admin, tracks endorsements, and enables simple online access to both policies and management information
While we’re keen on helping you grow revenues we’re also big on reducing your costs. For example, Yellowblox helps you minimise the administrative burden of writing volume business by automating and streamlining both workflow and reporting.
If you have delegated authority business, manage lineslips, or just need to track policies or claims, Yellowblox is the ideal system for overseeing these types of agreements more easily.
Insurers
Yellowblox stores multiple lines of business so you can more easily spot and exploit cross-selling opportunities. You can then wrap them up in the same contract with an efficient, streamlined online process.
The Yellowblox system features fully customisable document sign-off processes. These save you the stress and hassle of sending email chasers to colleagues. They also provide total transparency on the status of agreements.
Our bespoke rating matrix deployment ensures your policies are priced according to your agreed criteria. Plus they help eliminate pricing inaccuracies.
Yellowblox also comes with compliance ‘peace of mind’. With everything stored digitally in one online location, you’ll save money on their (often significant) travel costs. That means you can spend less time talking to compliance and even less time worrying about it.
The result? Spend less time doing the things that hold you back, and more time doing the things that drive you forward.
Coverholders
Whether you licence it directly, or through your broker or insurer, Yellowblox enables you to manage premiums and claims in one easy-to-use system.
Yellowblox allows you to store all your digital documents in one online place. Yellowblox produces and files your insurance certificates, debit notes, credit notes, endorsements and waivers – each stored against the relevant policy. So if anyone has a claim you have instant access to it.
Yellowblox knows that financial reconciliation is important for coverholders, and with Yellowblox you’ve got it sorted. At the click of a button, you can see what’s been written and what’s been paid and produce reports as needed.
Of course, this all means that your audit trail is easy to track. What’s been agreed? What endorsements have been made? What’s been paid? Yellowblox keeps your audit trail up-to-date so if anything comes up, you can easily track it down.