We provide an insurance management system that will simplify your daily tasks that will allow to keep your data organized.
This solution provides agencies to manage their clients, staff, brokers, communication and policies on one platform. With our brokers module, managing brokers and calculating their commission is now automated and efficient.
InsurTech Features
Create & Manage Clients
Add your clients info and retrieve them when needed. This is a great feature for insurance agency since it remove paper work and saves time.
Create & Manage Policies
Simply create policies and link it to clients at a click of a button. All policy info and history is stored.
Create & Manage Staff
You can create accounts for your staff members and they will have access to run and manage the daily operations.
Record Payments
Every payment is recorded with data and time for easy account in future or for reverence.
Reports
With Insurtech Insurance agency management system. You can add custom fields to your clients and policies form.
Add Custom Fields
With our Insurance agency management system. You can add custom fields to your clients and policies form.
Automated Reminders
We will take care of reminding your clients when payment is due.Reminders are completely customizable and you can turn them off as well. Reminders can be sent via SMS or emai
Inbuilt Instant Messaging
We have an inbuilt instant messenger inside signer that allows collaboration between parties of an agency from client, brokers, staff to administrator.
Bulk SMS & Email
Insurtech communication module allows agencies to send single and bulk messages to staff, clients or brokers.
Book a demo of our solutions today
