Insurance Brokerage Company Web Application

Feature rich and fully online

The features offered in the app are :

• complete customer database
• database of all insurance companies, their policies (in various categories Motor, Property, Health etc), their representatives
• process to record the different insurance policies by customers (Cover Sheet Process) tracking requests to insurance companies, receival of policies, payments, calculation of premium and commissions
• comprehensive process for managing renewals of insurance policies (Renewal Process), customer contact tracking, auto subscription of a new generation in case of renewal
• automatic emails (for example : asking to validate personal details, policy confirmation, asking for payment, asking if renewal)
• generation of bill and situation summaries for clients
• management of quote requests from the website, allocation of requests to staff advisors, automatic creation of prospects transformable into customers
• reports and statistics
• alerts on urgent tasks to resolve (policies ending, insurance companies or customers not answering demands etc).