As an insurance company, there are many business processes that need to be performed daily. With the support of software infrastructure, developed & maintained every day, those business processes can be finished effectively. In the end, software modules in this system can help the user, as an insurance company's employee, reduce the effort to manage daily tasks, partner, contract, and broker information. This is not just internal processes, but the system also provides effective ways to manage consent & potential customers.
Software modules in this system can help users, as insurance company employees, reduce the effort needed to manage daily tasks, partner, contract, and broker information. This is not just internal processes, but the system also provides practical ways to manage consent & potential customers.
Employees can manage information about their partner in effective ways:
Display personal information, partner relationships and contract information
Manage daily tasks and cases for partners.
Manage broker information
Download/upload partner information
Employees can manage information about the contract and perform all processes related to the contract:
Display nonlife-insurance objects, basic contract information, contract documents, payment information, claims, and contract coverage.
Manage daily tasks and cases for contracts.
Manage contract history.
Support insurance companies to manage customers' consent and information of potential customers for marketing purposes.
Collect and manage the consent of customers.
Support customers themselves to change their consent.
Collect the contact information of potential customers.