Financial services sales, marketing and admin tools | Stubben Edge

Technology

At the heart of Stubben Edge’s solutions lies our technology; a core offering of sales, technology and analytics tools that is built to your business’ needs. Not being 100% off the shelf means we can get you up and running in just 24 hours it’s built to your unique requirements – therefore you won’t be limited by a predefined specification.

And here’s the really clever bit – no code is required! Let us do the heavy lifting while you concentrate on running your business.

 

Sales

  • Take on new business through multiple channels such as white label bespoke branded portals, APIs or bordereau import
  • Built-in CRM for quote & buy / lead management
  • Validate quote requests against industry datasets such as flood, crime, sanctions, PEPs or credit history including data which is unique to your business
  • Automated cross-selling of your products
  • Social media integration to generate leads and get them straight into your system

Find additional products

  • From niche providers to the biggest names
  • Add unlimited products in family groups with multiple underwriters and commission structures as well as varying premium and risk calculations
  • Cover multiple currencies and jurisdictions
  • Drag and drop interface to create product specific question sets and validation for the sales portals
  • Intuitive email, letter and documents template manager with dynamic policy content
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Administration

  • Automated life-cycle events including new business, adjustments, claims, cancellations and renewals
  • White label policyholder self-service portals
  • Easily customise reports and dashboards to suit individual user needs
  • Customise and create unique Automated Robotic tasks to deal with any policy or policyholder action or event, including SMS alerts
  • Import legacy data and books
  • Custom ledger and chart of accounts connect to common accounts solutions such as Sage,
  • Quickbooks, Xero, Sun and more
  • Export bordereau data via spreadsheets to email or direct API transmission to your underwriter
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Claims handling

  • Claims administration with AI-powered fraud prevention
  • AI sentiment checking on claims statements
  • GPS location extraction from claims imagery
  • Weather matched data to claim time and place to detect fraudulent patterns

Data analytics

  • Analyse your insurance book’s successes & failures
  • Produce claims ratio reports to discover where your book is losing money
  • Understand your policyholders and which demographics are buying your product

Payments

  • Take payments by card, instalments or invoice
  • Simple, seamless integration with Stripe and GoCardless gets you paid easier, faster. From recurring to one-time to user-based charging to midterm adjustments, Stubben Edge does it all

Support & Security

  • Always up to date, based on the powerful Microsoft Dynamics platform for ultimate security, stability and disaster recovery
  • UK support and training team
  • Industry standard backup & disaster recovery solutions