Our revolutionary custom Insurance Management Information System is a full
integrated Software for Insurance, Brokers and Agents that works under the following modules;
1.Underwriting and Claims for medical and general Insurance | 7. Filing |
2. Sales Module | 8. Fixed Asset |
3. Procurement | 9. Ambulance dispatch |
4. Payroll | 10. Customer Relations Management |
5. Finance | 11. Employee self care |
6. Email and SMs alerts |
These are some of the features and capabilities:
- Multi-user capabilities i.e. more than one users can work concurrently on a network.
- Multi-Branch i.e. can work in more than one branch and still give consolidated reports.
- Multi-Currency i.e. can transact in any currency and give one currency final accounts.
- Cloud based web system – accessible on web, mobile etc.
- Online and back-office quotations.
- Automatically generates quotation slips as per predefined underwriting parameters.These go to the client or the insurer as per the desired destination.
- Ability to generate quotes as per binder terms.
- Generate and compare quotes from various insurers.
- Convert quote into policy.
- Enables you to register and manage policy details.
- Automatically Generates debit and risk notes, renewal records and associated correspondences.
- Automatically updates the General Ledger, Client and Insurer’s statement.
- Enables policy endorsement.
- Automated policy renewals, renewal diaries, renewal notices, and reminders.
- Automated policy cancellation
- Manages co-insurance – ability to post to the lead insurer or the participants.
- Manages schedules and fleets – ability to either import a preformatted schedule or manually key in the schedules e.g motor fleets, insured staff lists, etc.
- Gives timely reports on daily, weekly, monthly or yearly production analyzed by date,insurer, branch, risk class, business type ( i.e. new, endorsement, renewal).
- Automatic Policy/Insurance registers.
- Real time inquires on clients, policies, debit/credit notes, statements etc.
- Dynamic search facility in various modules to search for records.These are printable on demand and navigable on a per-client basis.
- Manages claims process – registers, monitors progress and give real time reports.
- Facility to Settle/close claims (Claim Credits or Direct Payment).
- Timely reports on pending, settled, closed/repudiated/withdrawn claims.
- Facility to generate claims intimation, acknowledgement, notification letters.
- Automatically generates documents required sheets per class.
- Gives a claims progress summary report.
- Claims Aged Analysis, pending claims analysis, settled claims analysis etc.
- Loss Ratios.