Specifically designed to manage reconciliation between insurance intermediaries and insurers.
- No more ‘double keying’ or duplicating work; bank time and money by avoiding the use of third-party software.
- Flexibility in how you withdraw your commission; decide on a per scheme basis whether to withdraw your commission when the premium is paid, or when the transaction is settled to the insurer.
- Granular permissions; amend how much power each user has when they’re using Digit.
- Activity log; filter by date, time and client to see transactions within a certain period, as well as viewing the most recent transactions at a glance.
- View Trial Summary and Trial Balance, with the click of a button.
- Multi-currency; trade in any currency and Digit will do the rest.
- Adjustment tolerances; manage adjustment tolerances on transactions per user, per scheme.
- Export all transactions, as well as your Trial Summary and Trial Balance to PDF or CSV.
- Refund an agent; easily refund an agent outside of a transaction if needed.
Give us a call, and ask to talk about Digit; 0208 088 0672