Insurance Agency Management Software developed by CustomSoft is core insurance agency management software. It has been used by many insurance professionals in
Insurance Agency Management Software developed by CustomSoft helps agents to enhance relationships with customers, clients, and prospects. In addition, these tools include back-office features such as automated workflows and commission processing to facilitate agent efforts.
It
is a powerful tool designed to improve efficiency in all respects and aspects
relating to your business as an insurance agency. It provides high level of
service through it Efficiency, flexibility and user friendliness. Custom Soft
deeply have knowledge of integrating broker software and providing services to
many clients with need for such products across the countries like USA, UK,
Canada, Australia, South Africa, New Zealand and India.
Features of Insurance Agency Management
Software–
·
Calculate the
premium for all the traditional products of various life insurance companies.
·
Premium wise as
well as feature wise, comparison available.
·
Generate
comprehensive quotations for customers.
·
Able to manage
your entire marketing activities such as daily diary preparation, track
customers conversation, keeps history of customer interaction, performance
& costing analysis, travel expense management, etc.
·
Keep record of
entire leaves of a cover note book once you receive it from insurer till it is
return back.
·
Manage policy
details which include life and general policy data entry to system, attachment
of documents, endorsement if any, renewal of policy, etc.
·
Take care of
brokerage reconciliation part in life and general insurance section, such as
receive brokerage from insurers, reconciliation, generate supplementary bills
if any, income and profit analysis, TDS reports, etc.
·
Provide automated
email and SMS reminders to client
·
Manage multiple
agencies in one application.
Insurance Agency Management software by CustomSoft is useful for-
- Identifying the resemblance of selective customers, when facing variety of sale and marketing channels
- Distributing the access to all users and the customers for controlling the data, processes and various operations simultaneously
- Customizing the innovative pre-brokered insurance products
Insurance
Agency software by CustomSoft is also available in Android and Iphone version.
Other Insurance Software developed by
CustomSoft-
- Insurance Management Software
- Insurance Brokers Software
- General Insurance Software
- Insurance Claims Software
- Web Based Insurance Software
- Health Insurance Software
CustomSoft developed
high range of Software Solution is PHP, Java, Android, Iphone, Xojo and Delphi technologies.
CustomSoft
has dedicated team of developers to continual support. CustomSoft is providing
high-quality, cost effective custom software development and many business
related outsourcing services to industries and enterprises around world.
CustomSoft is custom offshore software outsourcing company with expertise in
outsourced product development & enterprise application development
services.
To know
more log on to-
Or send
your requirement on info@custom-soft.com
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