Insurance Management Features
Advanced Dashboard
The Dashboard displays essential information on policies, claims, customers, agents, and categories, with graphical representations.
Insurance Policy Details
Insurance policy details encompass the specific information outlined within an insurance policy, specifying coverage, terms, conditions.
Policy Terms
Easy to manage policy terms in insurance policies and customise premiums based on the specified policy terms.
Commissions
You have the ability to manage insurance agent commissions, whether fixed amounts or percentages.
Expired Policy Renew Options
Easily renew expired policies with pre-filled details, ensuring convenience and efficiency throughout the renewal process
Reminders
Set reminder days for policy renewal, payments, and expiration, ensuring timely management and adherence to deadlines.
User Roles
Assign user roles like manager or standard user per-user, regulating access and permissions for effective administration.
CRM & Leads Integration
You can directly generate leads through the insurance, streamlining the lead creation process for efficient client acquisition.
Documents Management
You can manage insurance and claim-related documents, simplifying document management for insured policies and claims.
Agents
In agent contact details, manage insurance agents and their commissions, simplifying agent-related information.
Complete claim settlement work flow
Initiate claims seamlessly: State reason, submit documents, and create settlement bill for efficient processing.
Insurance & Claim reports
Conveniently generate insurance and claim reports in PDF format for easy sharing, viewing, and storage of essential data.
Nominee details
Nominees can be added to the policy, specifying their relation to the policyholder and the percentage they are entitled to.
| Select Version | V14, V15, V16, V17 |
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