Features
- Secure & Password protected Internet enabled solution.
- Record Insurance and Endorsement information.
- Store policy documents, proposals, claim forms against policy records for easy lookup.
- Record payments and structure future payments.
- Record claims against policies for easy referral and to assist in the policy renewal process.
- Record Brokerages against payments.
- Quick Helpers to track expiring policies and record renewal status.
- Quick policy search and lookup based on several criteria like client name, contact person, cover note#, policy#, dates, etc.
- Self-service portal for clients to lookup their policies and client facing documents.
- Secured document store to record policy back papers and brokerage spread sheets.
Reports
- Policies serviced/closed by executive.
- Policies for which payments have not been received.
- Policies based on Insurance Providers/Insurance Company Branch.
- Policies by locations.
- Policies expiring in a given date range.
- Policies for which brokerages are not received.
- Claims by status.
- More reports continuously being developed.
Managed Infrastructure
- Secure enterprise ready CRM used in large financial institutions and government.
- Secure cloud solution using internationally reputed application hosting providers.
- SSL Certificate for secure browser access. (Optional).
Calendar
A user of the system can view payments that are due, and policies that are expiring for policies he services. A manager can see the calendar of those reporting to him.
Policy List
Shows a list of policies that can sorted or filtered based on various criteria. The policy list view can be configured to be branch based or hierarchy based. Quick links to view, add, edit and delete policies are available.
Search Page
Enable search for policies based on various criteria including policy no, insured group, insured, insurance provider, policy period, etc.
Renewals Reconciliation
A quick interface to view policies that are expiring. Enables the user to check policies that have (or have not) been renewed and record comments for the same.
Insurance Details Page
A generic insurance details page that lists information of the group, the insured, policy details, premium details and payment information.
Claim Records
Generic page to record claim information namely claim, proccessing, and reimbursement details.
Endorsement Details
Page to record endorsement details and premium for the endorsement.
Document Management
Store Documents that can be shared with clients. An internal document storage and sharing facility also exists
Reports
Preset reports are available. All reports are generated as a spread sheet. Report generation infrastructure exists to quickly create new reports.
Brokerage
Save brokerage receipts from insurance providers.
Brokerage Details
Brokerage receipt details page. Documents received during the receipt can also be stored.
Brokerage Details
List of policies for which brokerage is received. User can record the amount and the system calculates the brokerage percentage.
Multiple Payments
Structure multiple payments for the policy.
Brokerage Handling
Brokerage receipt exception handling.
Claim Documents
Documents submitted during the claims process.
User Management
Interface to add user, manage user role and permission, and reporting hierarchy.
Role Management
Add, edit roles and permissions for the roles.
Master Tables
Interface to manage master tables.