insurance is the perfect
tool for insurance brokers and consultants, with the need of flexible and fast
access to address data, correspondence, contracts, claims, commissions,
campaigns, documents, appointments, tasks, reports, etc.
It can handle unlimited amount of contracts per customers. Each
contract is associated with a consultant, too. An expiration
date can be set on each contract. Sometime before the contract is going to
expire, you will receive a reminder message to check the contract.
It can handle as many products as the business needs like life
insurance, property insurance, car
insurance, credit statements, etc. Products can create
and managed by the owner of the software itself. For each product one can define
your own fields. Only the relevant fields are visible on each product.
It can handle detailed address data, a photo
or company logo, documents, notes and pictures and manage detailed journal
history to each address. All correspondence including documents, emails, SMS,
phone calls etc. of an address are stored in the journal history.
With the graphical appointment management,
multiple calendars can be managed at the same time people, rooms and equipment.
On request, appointment confirmations can be sent automatically by email or
SMS. All pending tasks are listed in the task list.
Having the premium version, all fees and commissions
can be calculated and settled with extensive configuration abilities on
flexible career plans to commission levels, different ways of structure
calculations and excessive special agreement options on the consultant/employee
and the own company. The payments and commissions to the agents/consultants can
be paid on extensively configurable payment plans. Optional reserves can build on
different reserve account.
The Campaigns management, which is available
from the professional version, handles your advertising campaigns, the planning
of events etc.
To manage your customers and contacts in a tree structure,
each address can be assigned to different address groups.
One easily can add own address fields and manage them in different
categories. You see only the relevant fields at each address. Not required
fields will be hidden automatically.
The integrated birthday list shows what
customers, suppliers, employees, or business partners celebrate their
anniversary in the next few days.
With phone call recognition the address of incoming
phone calls can be displayed automatically. Phone numbers can be dialed
with just one mouse click.
One can add as many reports and templates
such as e.g. letters, form letters, address lists, labels, envelopes, name
plates, attendance lists, detailed address letters, templates for emails, etc.
as needed. There is no limitation.
All master data, fields, templates, macros, and settings of
the software can be adapted and edited very flexibly to your needs.
Detailed descriptions of the features you can find here see.
For installation instructions and manuals please see downloads.