Our ERP is integrated with various payment platforms to ensure payments are collected and processed securely at any time and from any location.

This platform also enables you to manage the entire member process, including signing up, changing details and processing claims. The reporting system can also help you monitor all the activities in one place.

In order to meet the needs and desires of each client, this platform is equipped with a call centre used for client servicing and claims processing.

We have a POS hand-held device for printing premium receipts via cash, credit and debit cards. This device is also used to capture data for new members.

This platform also has a Claims Processing module used to calculate claims and processes automatic payments to beneficiaries.

Commissions Processing Module helps automate the calculation, tracking and processing of commissions automatically.

Our platform is capable of managing billing and invoicing, the appropriate client is emailed the invoice in pdf format. The system can be combined with online services to make paying for insurance straightforward.

This ERP enables users to keep all of the details regarding debtors and creditors in one place, including their contact details and a record of their activity with the company.

By using this system, insurance companies can maximize lead generation by managing targeted marketing across various online channels.

This modules helps in managing customer contracts in accordance with the predetermined provisions of the insurance policy.

We have included reporting features and real-time analysis of financial data for all of your needs in your insurance company.

Our platform also includes a transaction management module which makes transaction reporting easy by removing paperwork.

Insurance firms sell policies. This can be treated as products even if they are documents. This application can be used exclusively by the insurance sector in its sales process as the insurance sector incorporates agents, images and documents. Salesify lets you manage all this, for instance if you have a standard policy document for fire insurance you can preset it on the application so that when your team makes a sale they do not have to go back to your premises to get it. They just preset the clients details and the document is ready.

When in the business of selling houses, time and company documents are of the essence. You may get a client who will buy a house impulsively, you may get a client who has a million questions. Instead of stressing your sales people when they find themselves in such a scenario, get an application that makes this to minimize on mistakes that are brought about by human error.

Some deals that involve large volumes of vehicle’s take place at the buyer’s premise. Having an application that your team members can carry to go and try to convince a buyer take up a couple of cars is an added advantage. It portrays professionalism and class; this makes the buyer want to be interested in your services. You can also involve the buyer in the process by getting them to download the client side of the app where you can manage your communication.

Send a request from our website, You will be provided with unique login credentials.

You can now access the account and configure you setups, and assign roles.

Get started with the system and enjoy the modern features