This web application is an insurance agency management that will simplify your day-to-day tasks, allow agencies to manage their customers, staff and policies on a single platform. With the brokers module, the management of brokers and the calculation of their commission are automated.
Characteristics :
- Create and manage customers
- Create and manage policies
- Create and manage staff
- Payment recording
- Add custom fields to customers and policies
- upload attachments to clients and policies
- Automated reminders
- Integrated instant messaging
- Reports
- Sending SMS & Email
- SMS reminders
- Multi user
- Reactive user interface