Insura v2.0.5 Is an insurance coverage protection firm administration that may simplify your every day exercise as an firm whereas conserving your data organized. Insura permits firms to deal with their consumers, staff, brokers, communication and insurance coverage insurance policies on one platform. With our brokers module, managing brokers and calculating their payment is now automated and atmosphere pleasant.
- Create & Deal with consumers – Add your consumers data and retrieve them when wished. It’s a good attribute for insurance coverage protection firm as a result of it take away paper work and saves time.
- Create & Deal with insurance coverage insurance policies – Merely create insurance coverage insurance policies and hyperlink it to consumers at a click on on of a button. All protection data and historic previous is saved.
- Create & Deal with staff – Every firm desires some staff to help out and since covers that as successfully. Chances are you’ll create accounts to your staff members they usually’ll have entry to run and deal with the every day operations.
- Doc funds – Every payment is recorded with data and time for simple account in future or for reverence.
- Add custom-made fields to consumers and insurance coverage insurance policies – Corporations in quite a few nations can have utterly completely different desires and requirements from consumers. With Insura Insurance coverage protection firm administration system. Chances are you’ll add custom-made fields to your consumers and insurance coverage insurance policies sort.
- add attachments to consumers and insurance coverage insurance policies – When there are data to your consumers like nationwide ID and lots of others, you probably can merely add them beneath attachments a part of a client or protection.
- Automated reminders – Insura will look after reminding your consumers when payment is due. Reminders are totally customizable and you will flip them off as successfully. Reminders could also be despatched via SMS or e mail
- Inbuilt fast messaging – We have an inbuilt fast messenger inside signer that allows collaboration between occasions of an firm from client, brokers, staff to administrator.
- Experiences – On demand tales may be discovered anytime you need the on the dashboard and tales net web page.
- Bulk SMS & Electronic message – Insura communication module permits firms to ship single and bulk messages to staff, consumers or brokers.
- Multi particular person – Chances are you’ll assemble a saas platform with Insura as a result of it helps a variety of prospects/firms
- Installer – You don’t have to worry about arrange course of as Insura comes with it’s installer. Do you have to run into any downside we’re always proper right here to help.
- Gorgeous and responsive UI – Simcy creative prides itself in creating very beautiful web apps with an exquisite particular person experience. That’s assured.