Technology

We use innovative IT solutions to help to deliver the exemplary levels of service that our clients have come to expect. Members of the Real Estate & Construction team together with in-house programmers have developed our own bespoke property insurance system named Asset, a unique system designed to gather, store and organise all the data relevant to your property portfolio.

It provides you with online access to all your property information, accounts, claims and documentation. Our panel of insurers accept it as the key means to store and report on portfolio activity, which includes many of their own internal reporting requirements.

Click here to log onto Asset On-line.





Asset’s key features integrate many functions including:

• Issues Invoices, Certificates of Insurance and reports apportioning premiums to tenant level. Invoices and Certificates of Insurance can be produced for estates or properties with reports providing a premium breakdown to tenant level. Alternatively, Invoices and Certificates can be produced for each tenant. We would produce a monthly statement detailing the current payment position on an individual property or tenant basis and will agree the exact format with you upon our appointment. All Certificates of Insurance are produced on insurer headed paper.
• Generates credit control reporting and letters including direct tenant billing. Asset incorporates a credit control suite. This allows standard letters to be produced on a batch basis, statements of account to be generated and aged debtor analysis.
• Batch processes renewals and documentation. Renewal processes can be handled on a batch basis. If required Sums Insured can be indexed and renewals generated. Documentation can also be produced en masse.
• Calculates renewal and mid term premiums including terrorism. Simply by changing sums insured, periods of cover and rates within Asset, renewal and mid-term premiums can be calculated whilst fully complying with Terrorism rules.
• Integrated provision of detailed claims analysis and reporting. Asset includes an integrated claims function. This records open and settled claims and provides a variety of claims reports including Loss Ratio calculations.
• Links to Lockton Group accounting system negating the need to re-key data. All premiums within Asset are automatically posted on to our Group accounting systems. A clear audit trail is maintained. Other brokers’ systems usually require that premiums be posted manually, which can generate accounts queries and significant additional work.
• Imports property information from Excel spreadsheets. Data can be imported directly into Asset via a simple excel spreadsheet. Data can either be imported interactively or on a batch basis. This enables us to cleanse address information using the integrated Quick Address Software.
• Maintains an audit trail on commission rebate and sharing. Within its ledgers Asset maintains full details on commission rebates and payments. A full history is maintained and reports are available.
• Online access for enquiry for Clients, Sub-Client, Managing Agents and Loss Adjusters. Our web portal provides Clients with historic enquire, search and document reprint facilities.
• Provides a wide variety of reports including both client bespoke and standard. If your reporting requirements are not met by one of our standard reports, we will design a bespoke one for you. Reports and documents are available both on paper and electronically e.g. Excel.
• Retains a full transaction history of your portfolio activity which you can view online. A key feature of Asset is that it retains a history of your portfolio activity. All changes are recorded and are available for audit at a later stage. Unlike other systems, documentation can be reproduced from the historic information when required. Clients can view historic information on-line.
• Awareness of Lenders and Third Party Interest. Asset allows the interest of third parties to be shown automatically on all certificates issued. It will also highlight those properties being cancelled so that the interested parties can be notified.