Product Profile
A Core Broker Insurance Management System, that automates the entire operations of an Insurance Broking Company. The System is developed in Microsoft .Net, Oracle Database and and Crystal Reports. The System covers all major classes of businesses like Motor, Marine Cargo, Marine Hull, Fire, Property, Engineering, Liability, General Accidents, Aviation, Energy and Package policies.
Customer Management
- Lead Management
- Prospect Management
- Customer Management
- Insurance Company Management
- Channel Partner Management
- KYC Compliance
Policy Administration
- Customer Enquiry
- Broking Slip
- Quotation
- Placing Slip & Endorsement
- Despatch
- Split & Combined Billing Facility
Renewal Retention
- Renewal Monitoring
- Renewal Allocation & Re-Allocation
- Renewal Followup Facility
- Policy Renewal
Claim Administration
- Claim Intimation
- Claim Management
- Claim Status Tracking
Automated Accounting Generation
- Premium
- Commission
- Claim
- Agent Commission
Financial Accounting System
- General Ledger
- Account Receivables & Payables
- Petty Cash
- Post Dated Cheque (PDC)
- Bank Reconciliation
- Fixed Assets
- Purchase Module
- Shareholder Module
- Budget Module
- MIS Reporting Module
Additional Modules
- Customizable Dashboard
- Automated Alerts & Notifications
- Email & SMS Service
- Value Added Tax (VAT) Module
- IFRS17 Compliance
- Anti-Money Laundering (AML) Module and Compliance
- In-Built Document Management System
