Client data is an important aspect of the insurance industry, our system serves as a comprehensive repository for customer data and records important details such as contact information, demographics, and policy histories. The system streamlines communication channels, ensuring that customer interactions are logged, tracked, and responded to in a timely manner, contributing to efficient customer service. It also helps insurers drive customer engagement and loyalty through targeting specific audiences with relevant promotions and policy offering.

An ERP is responsible for end to end services to the client in insurance industry. This module ensures that policies are created, issued, and maintained. It facilitates policy underwriting, which involves evaluating risks, determining premium rates depending on various factors, and deciding whether to accept a policy. It also allows cancellation of policies if necessary and all the policy documentation needed, including policy contracts, terms, and conditions.

You can track and manage claims at every stage of the process, from the moment a claim is filed until it's settled. The system will capture all the relevant details, including information about the insured party, the incident, and any supporting paperwork. It then analyzes the claim to determine if the claim is covered by the policy, and informs the adjuster to investigate and evaluate the claim, gathering necessary evidence and information.

Payment of insurance premiums and commissions to agents are the day to day activity in an Insurance firm. With our system, you can track outstanding premium payments, facilitate effective debt collection, and keep current information on the status of the payments by managing accounts receivable and tracking outstanding payments. As well as calculation of agents commissions based on predefined rules.

This module is responsible for monitoring key performance indicators (KPIs) across various aspects of their operations, such as policy issuance, claims processing times, customer satisfaction, and financial performance. It provides interactive dashboards that provide insight into key metrics from multiple sources and present it in a visually appealing and intuitive manner. The information allows decision-makers to identify trends, spot anomalies, and make better data-driven decisions.

The e-marketplace is an essential tool that enables customers to easily purchase and manage their insurance policies online while connecting them with all your products . It offers a comprehensive list of all the products available, giving customers a multitude of options to choose from. The e-marketplace module acts as a conduit between insurers and customers, simplifying transactions and improving the overall customer experience in the insurance sector.