A-Z Glossary of Products

//A-Z Glossary of Products
A-Z Glossary of Products 2017-12-13T09:23:16+00:00

Browse our full list of insurance software products:

Active Quote

Active Quote allows users to apply flexible pricing rules to a comparative quote engine for online trading and their Core trading system. You can add specific loads and discounts according to target markets and insurer agreements.

Add-on Marketplace

A fully integrated quote, offer and acceptance comparative quote engine for add-on policies at point of sale for all business lines.

Address and Vehicle Look-Up

A cost-effective solution that allows you to perform look-ups at premises level, as well as DVLA* data, held by Carweb. Information can be automatically retrieved via the Open GI system or your website. *DVLNI in Northern Ireland.

Advanced Prospect Management

A fully flexible and validated prospect data capture and storage system that uses a single, separate database for all prospect records.

Broker Enrichment

Fully integrated with the Core Back-Office, this product offers a new, real-time point-of-quote service that allows you to obtain in-depth information about a client to adjust a premium or offer more flexible payment terms.

Business Continuity Service

Offers the guaranteed delivery of loan equipment to keep your business running with the minimum of delay.

Core Back-Office

An all-in-one office administration system for both commercial and personal lines that delivers speed and functionality across your business.

Core Cloud

Your trusted policy administration system in a secure, hosted environment. Core Cloud is deployed using published applications.

Core High Availability

For businesses that require extra Back-Office resilience, this service brings you complete peace of mind. In the unlikely event of a hardware failure, a second server will take over the workload, allowing your business to continue trading within minutes.

Core MSP

The complete office administration system for insurance brokers dealing with commercial and personal lines business. Core can be deployed as a Managed Service Provision (MSP) with access via a secure internet connection.

Core System

The complete office administration system for insurance brokers dealing with commercial and personal lines.

Core Toolkit

An advanced software suite that enables you to develop your own workflow – including automated document production and transaction creator.

CreditLine Plus

A fully integrated service for taking secure and fast electronic payments by credit and debit cards. Open GI collaborate with a number of key partners who meet the latest regulation requirements of the Payment Card Industry Data Standard (PCI DSS).

Custom Quote

Integrated with our personal lines quotation engines, Custom Quote supports the addition of broker specific data capture – enabling you to capture data that is not part of our generic question set.


An internet interface that lists your products with major online aggregators, exposing your business to the widest possible internet audience.

eBroker & mBroker for Commercial Lines

Your gateway to selling SME commercial business to clients via the web using the PowerPlace platform, putting you at the forefront of online product distribution in this rapidly growing market. A platform for smartphone/tablet devices, mBroker for PowerPlace, is also available.

eBroker for Personal Lines

One of the market-leading online quote and buy toolsets for motor, home, commercial vehicle and bike risks. Complete web design and integration ensures your brand has maximum online appeal.

Enhanced Support Service and Additional Services

An extended support service that allows you to outsource the administration of your IT system.

Express Backup

This solution backs up your Core Back-Office to a network repository, removing any manual intervention. Further configuration options include the ability to stream data to a secondary server.

Hosted InStream

Automatically turns data gathered from external sources including the web and third-party mailing lists into new prospect records.

Hosted xStream

A dedicated Java-based web service that enables broking applications to communicate using the industry-standard XML format.

InfoCentre Plus

A powerful business intelligence tool that allows you to access a ‘living image’ of your business data through Microsoft SQL®, an industry-recognised format compatible with third-party data mining applications.

Insurer Administration System

Enables insurers to trade on a Full Cycle EDI basis by automatically processing inbound EDI messages.


This responsive platform allows customers to purchase insurance, on the move, with their tablets and smartphones. It’s fully integrated with CreditLine Plus for PCI compliance.

Open Attach

A software solutions that allows you to attach any files, including Open GI and Microsoft® documents, to the prospect, client or policy record within the Core Back-Office.

Open Claims Portal

A mobile optimised, online FNOL claims portal where your clients can first notify you of a claim.

Open Client Check

An automated solution to validate clients at key trigger points during the policy administration process. It is fully integrated with the Core Back-Office and leading third-party data providers to support a comprehensive selection of checks, including insurance fraud, claims (sourced from Cue™) and ID.

Open Customer Portal

As part of our digital range of products, we have developed Open Customer Portal. The portal offers six components that work seamlessly together as one complete solution, or they can function as individual elements dependent on your business requirements.

Open Document Centre

Gives you the power to control the distribution process for your entire business from one central location, automatically converting Back-Office documents to PDF and providing all the tools necessary to manage multiple delivery queues.

Open Document Download

Lets you email your clients to request outstanding documents which can then be uploaded via a secure, hosted portal with full integration to the Core Back-Office.

Open Document Portal

A secure document web portal where your clients can download their own policy documents and details.

Open Print Manager

A flexible user interface that enables system documents, including those generated by the EDI process, to be output in PDF format and distributed within the print queue.

Open Payment Portal

A payment gateway that gives your clients the ability to make secure online payments against their insurance policies.

Open Renewals Portal

A renewals area that sits on your website and provides your clients with the option to quickly renew like-for-like policies online.  Available for all product lines, Open Renewals Portal is fully integrated with the Core Back-Office and CreditLine Plus, for compliance.

Open Word

An extension of the word-processing capability of the Core system that lets you use Microsoft Word® to create one-off documents, emails and templates.

Open Workflow Manager

Software that automatically converts personal lines business from prospect to ‘live’ and transfers data to the Back-Office without any manual intervention.

Open-i Quotations

Market-leading quotation engines for motor, home, commercial vehicle and bike risks, with an improved user interface that transforms the Back-Office into an intuitive point-and-click style system.


A commercial register tool that enables you to create professional register presentations using Microsoft Word®.

Online MTA

Online MTA enables your clients to access a securely hosted customer portal in order to make amendments to their motor policy.


A fully integrated SME trading platform that simplifies the full cycle process for commercial risks, offering comparative quotes from multiple insurance providers.

Powerplace Complex

A fully integrated solution for both Core Back-Office and the Powerplace platform. Powerplace Complex gives you access to a library of commercial questions, in a structured data capture form, to aid the production of a risk register and supplement with your own specific question set.

Premium Finance Software

This fully integrated module makes the electronic trading of selected premium credit facilities available as part of your data capture, quotation and sales process.

Regulation Module

A range of system enhancements that will assist with your compliance procedures.

Sanctions Checking Module

Allows you to screen clients against Her Majesty’s Treasury UK and Northern Ireland sanctions list at point of sale and throughout the life of the policy from within the Open GI system.

SMS Text Messaging

This advanced communications solution provides integrated functionality to send text messages.