- Automatically send Renewal SMS and emails for policies ending
- Add and print a policy certificate
- Print a risk note for the customer and insurer with the policy terms
- Print claim notices
Benefits of the System
Improve your brand visibility by having branded risk notes, debit notes, credit notes and account statements. Also, be able to send marketing SMS to your contacts.
Reduce the time spent generating risk notes documents and other important documents
Automated SMS and email notifications ensure you never miss a renewal.
The efficiency achieved by using the system as well as customer documents provide customer satisfaction
Detailed commission statement to ensure you don’t overlook a commission earned
The ability to track direct payment made to insurers by the customer ensures that no payments are missed out
Why Choose Us?
The system has been designed with the user in mind to ensure quick adoption and minimum errors during data entry and in the reports
The installment payment plan allows you to have quality software today with a minimal impact on your cash flow
Multi user access
With unlimited system users and local area network support, we can have different users performing different roles using the same software
Automated backup to a local disk and to the cloud ensures that you never lose your data. Authentication help protect the data against malicious use
Out of the Box Integrations