Insurance Management System Is an Insurance Management System and agency management that will simplify your daily task as an agency while keeping your data organized. Insurance Management System allows agencies to manage their clients, staff, brokers, communication and policies on one platform. With our brokers module, managing brokers and calculating their commission is now automated and efficient.
1. Create & Manage clients – Add your client’s info and retrieve them when needed. This is a great feature for Insurance Management System agency since it remove paper work and saves time.
2. Create & Manage policies – Simply create policies and link it to clients at a click of a button. All policy info and history is stored.
3. Create & Manage staff - Every agency needs some staff to help out and since covers that as well. You can create accounts for your staff members and they will have access to run and manage the daily operations.
4. Record payments – Every payment is recorded with data and time for easy account in future or for reverence.
5. Add custom fields to clients and policies – Agencies in different countries will have different needs and requirements from clients. With Insurance Management System Insurance Management System agency management system. You can add custom fields to your clients and policies form.
6. Upload attachments to clients and policies – When there are files for your clients like national ID etc., you can simply upload them under attachments section of a client or policy.
7. Automated reminders – Insurance Management System will take care of reminding your clients when payment is due. Reminders are completely customizable and you can turn them off as well. Reminders can be sent via SMS or email
8. Inbuilt instant messaging – We have an inbuilt instant messenger inside signer that allows collaboration between parties of an agency from client, brokers, staff to administrator.
9. Reports - On demand reports are available anytime you need the on the dashboard and reports page.
10. Bulk SMS & Email - Insurance Management System communication module allows agencies to send single and bulk messages to staff, clients or brokers.
11. Multi user - You can build a SaaS platform with Insurance Management System since it supports multiple users/agencies
12. Installer – You don’t have to worry about installation process as Insurance Management System comes with its installer. If you run into any challenge we are always here to help.
13. Beautiful and responsive UI – Simcy creative prides itself in creating very beautiful web apps with an excellent user experience. That’s guaranteed.