Policies and Claims

MS Flex Insurance Brokerage Management Software provides instant access to all client, policy and claims information through a single, intuitive interface.

View active and inactive policies, track claims, manage renewals and access supporting documentation without switching screens.

• Centralised client records
• Policy and claims management
• Advanced search capabilities
• Built-in filters and grouping
• Real-time portfolio visibility

Powerful search and filtering tools allow users to locate clients, policies and claims quickly and accurately. This means less searching, more servicing.

• Sophisticated client searches
• Dynamic filtering and sorting
• Active and inactive policy views
• Claims tracking and management
• Instant access to related documents and communications

Your Entire Book of Business at Your Fingertips

MS Flex gives brokers a complete view of every client relationship, from active policies and claims to historical records, communications and documents.

Advanced search tools and intelligent filters help users uncover exactly what they need, exactly when they need it.

Designed for busy insurance professionals, MS Flex combines client management, policy administration and claims tracking within a single integrated platform.

Users can perform sophisticated searches across thousands of records, utilise built-in filters to refine results instantly, and access all related information from one central location.

Whether managing renewals, servicing clients or reviewing claims activity, the information you need is always just a few clicks away.

Create personalised emails, renewal notices, welcome packs, joining instructions and client correspondence in seconds. 

Attach supporting documents instantly and deliver consistent, professional communications every time.

MS Flex Insurance Brokerage Management Software automatically merges client and policy data into templates, eliminating repetitive data entry and ensuring every communication is accurate and professional.

• Automated client and policy merging
• One-click document attachments
• User-defined templates
• Email and letter generation
• Built-in multilingual support

English • Spanish • French • German

Whether sending policy renewals, onboarding documents or routine correspondence, MS Flex automatically merges data from the selected client and policy into professionally formatted templates.

• Create your own templates
• Merge policy and client information automatically
• Attach client documents with a single click
• Send emails directly from MS Flex
• Support for multiple languages

Save time. Reduce errors. Improve communication.

Create complex workflows in seconds by assigning predefined tracks to one or many clients simultaneously. MS Flex automatically calculates due dates for every task and milestone, ensuring consistency, visibility, and timely completion.

• Assign complete workflows instantly
• Automatic due date calculation
• Multi-client processing
• Standardised business procedures
• Improved compliance and accountability

Whether onboarding a client, managing a renewal, or handling a compliance process, MS Flex can create an entire series of tasks and deadlines automatically.

•  Bulk assignment of workflows
• Intelligent date scheduling
• Document attachment support
• Automated task creation
• Consistent process delivery

MS Flex Insurance Brokerage Management Software allows organisations to build reusable workflow templates and assign them to clients in seconds. Every step, dependency and deadline is automatically generated, helping teams stay organised while ensuring nothing gets overlooked.

Save hours of administration by applying complete process templates to multiple clients at once. MS Flex automatically schedules each task according to your defined timeline, creating a structured path from start to finish.

From onboarding and compliance to renewals and project delivery, every process follows the same proven workflow.

Keep every process on track with real-time visibility of tasks, deadlines, and outstanding actions.

🟢 On Schedule
🟠 Approaching Due Date
🔴 Overdue Action Required

Ensure nothing is missed with colour-coded tracking, automated reminders, and complete audit visibility.

MS Flex Insurance Brokerage Management Software tracks every stage of your workflows, from initial documentation through to completion.

• Traffic-light status indicators
• Due date monitoring
• Task ownership and accountability
• Automated reminders
• Full process history

Stay organised. Stay compliant. Stay in control.

Whether managing renewals, claims, compliance activities or customer onboarding, MS Flex provides complete visibility across every task and milestone.

Transform policy data into actionable insight with powerful pivot reporting, dynamic charting, and real-time portfolio analysis.

• Interactive dashboards
• Flexible data exploration
• Export-ready reporting
• Drill-down policy intelligence
• Business performance visibility

MS Flex Insurance Brokerage Management Software gives brokers instant access to renewal trends, product performance, customer data and business KPIs through a single intuitive reporting platform.

• Advanced Pivot Tables
• Custom Charts & Visualisations
• Portfolio Analysis
• One-Click Exporting
• Real-Time Business Intelligence

From renewals and policy performance to customer insights and growth opportunities, MS Flex turns complex information into clear, actionable intelligence.

MS Flex delivers comprehensive reporting across your entire book of business.

• Monitor renewal pipelines
• Track product performance
• Identify opportunities and risks
• Create custom reports instantly
• Make confident data-driven decisions

The Form Designer allows administrators to create and maintain the custom forms used throughout MS Flex Insurance Brokerage Management Software. These forms are displayed when users select View from the Policies or Claims grids, and can also be linked to workflow Process Events configured within Tracks and Items.

Administrators can add new fields, modify existing fields, change field labels, alter field types, and control the order in which fields appear on the form. Supported field types include text, dates, numeric values, drop-down lists, and notes fields.

The main grid displays the configuration of each field, including:

• Field Name
• Field Type
• Caption
• Display Size
• Sort Order
• Required status
• Visibility
• Additional field behaviour options
• Calculation

Selecting Preview Form displays a live representation of the form as it will appear to users. Any changes made within the Form Designer are reflected in the preview, allowing administrators to confirm the layout and field placement before making the form available.

Form Designer provides a flexible way to tailor data collection screens to meet business and workflow requirements without requiring application changes.

The Report Designer provides a powerful self-service reporting environment within MS Flex, enabling users to analyse, summarise, and visualise data without requiring external reporting tools.

Reports can be created from information held within the system and presented as grids, pivot tables, charts, or exported to common formats for further analysis.

Users can choose which menu their report should appear on.

The pivot functionality allows users to dynamically reorganise data by dragging fields between rows, columns, filters, and values. This enables information to be viewed from different perspectives without modifying the underlying data.

Users can:

• Add or remove fields from the report layout.
• Group data by selected fields.
• Filter results to focus on specific records.
• Sort and summarise information.
• Display subtotals and grand totals.
• Drill into results for more detailed analysis.

Report data can be displayed as charts to provide a graphical representation of trends and performance.

Available chart options include:

• Bar Charts
• Column Charts
• Line Charts
• Area Charts
• Pie Charts
• Scatter Charts
• Radar Charts
• Stock Charts
• Gantt Charts

Charts can be customised by changing chart type, displayed values, legends, sizing, rotation, and other visual properties.

Reports can be exported for distribution or further analysis using the Export function. This allows users to share report results outside MS Flex or perform additional processing using external applications.

The Refresh Data option updates the report with the latest information from the MS Flex database, ensuring analysis is based on current data.

The Report Designer can be used to query any part of MS Flex

• Analyse policy renewals and expiries.
• Monitor claims activity.
• Review premium income and product performance.
• Track workflow and operational metrics.
• Identify trends and business opportunities.
• Produce management and compliance reports.
• Review Audit Trails and agent activity

In the example shown, policy renewal data is summarised by Product Type and Expiry Month using a pivot table. The same data is displayed as a stacked column chart, allowing users to quickly identify renewal volumes and trends across different product classes and reporting periods.

The Report Designer provides a flexible and interactive reporting capability that enables users to transform operational data into meaningful business information.

The Tracks and Items administration area is used to configure workflow processes within MS Flex. A Track represents a process or business activity, while the Items within a Track represent the individual tasks or events that must be completed as part of that process.

Examples of Tracks might include policy administration activities, claims processes, compliance procedures, or customer service workflows.

Tracks can be created, edited, activated, or deactivated as business requirements change. Each Track contains:

• A unique Track Code
• A descriptive name
• User access level requirements
• Sorting and display options
• Notes and administrative information

Selecting the Expand option displays all Items associated with the selected Track.

Each Item represents a workflow step that users must complete. For each Item, administrators can configure:

• Item Code
• Description
• User access level
• Sort order
• Assigned operator
• Assigned office
• Due date offset
• Associated data entry form
• Active or inactive status

Each Item can be linked to a specific form using the Form to Show setting.

Forms are configured using the Form Designer and determine the information that users must capture when completing the Item. Selecting Preview Form allows administrators to review the form that will be presented to users.

This provides complete flexibility in designing workflow-specific data capture screens without requiring system changes.

The Days In field controls when an Item becomes due.

The value entered represents the number of days after the Track is assigned to a client, policy, claim, or record before the Item is scheduled for completion.

For example:

• 0 Days In – Item becomes due immediately.
• 7 Days In – Item becomes due 7 days after the Track is added.
• 30 Days In – Item becomes due 30 days after the Track is added.

This allows administrators to build structured workflows with automatic task scheduling and escalation timelines.

Items can be assigned to specific users or offices to ensure responsibility for each stage of the process.

Assignments may be configured to:

• Route an Item to a specific Operator
• Route an Item to a specific Office
• Leave assignment open for allocation through normal workflow procedures

This functionality helps ensure work is directed to the appropriate individual or department and supports effective workload management across the organisation.

In the example shown, the Habitation Certificate Track contains a series of workflow Items such as receiving documents, submitting applications, obtaining certificates, and marking the process as complete. Each Item has a defined sequence, due date offset, and associated form, allowing the entire process to be tracked and managed consistently from start to finish.