All in one Insurance Management | All types Insurance Management

Name: All in one Insurance Management | All types Insurance Management
SKU: 31877
Availability: InStock

$30.00

All in one Insurance Management | All types Insurance Management

Category: Services Tags: |, all, in, insurance, management, one, types

Description

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.

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All in one Insurance Management | All types Insurance Management

All in one Insurance Management | All types Insurance Management

Insurance Management Features

Advanced Dashboard

Insurance Policy Details

Policy Terms

Commissions

Expired Policy Renew Options

Reminders

User Roles

CRM & Leads Integration

Documents Management

Agents

Complete claim settlement work flow

Insurance & Claim reports

Nominee details

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