Symm Insure

Symm Insure allows Insurance Brokers and Underwriters to create an online underwriting presence.

Symm Insure is a powerful tool that allows non technical subject matter experts to create secure intelligent multi page forms.

Symm Insure is accessible via a standard web browser and requires no additional software installation.

Multi Page forms
Any type of data capture form can be created, ranging from a single page contact form to multi page proposal forms incorporating complex conditional logic.

Conditional Branching
Add intelligence to the forms by creating expressions to guide the user through the relevant pages based on the answers they provide. Determine which pages should be displayed on the fly, based on the responses provided.

Input Validations
Check entered data; enforce dependencies between answers through custom validations and error messages. Provide help anywhere on the page.

Calculations
Complex calculations can be created to evaluate mathematical formulae and sophisticated controls (e.g. row selector, cell selector) allow complex rating matrices to be maintained.

Emails
Create customised emails and attachments with data entered by the user.
Create email alerts based on trigger points defined by you.

Document Generation
Generate Word and PDF correspondence documents based on pre defined templates by merging with the data submitted by the user.
 
Response Audit
The response audit provides a complete record of all data captured on the forms, page by page. All calculation results are also available for analysis.
Download the responses to a spreadsheet for further analysis.

Design Flexibility
Form/Page templates to eliminate repetitive tasks and speed up implementations. 
Create content blocks for consistency and reuse. Define a block once and use in many different pages.
Complete style sheet control. 

Security
Login feature delivers personalised content relevant to the logged in user.
Role based security for the administration module.

Data Export
Xml based data export capability.