Insurance Brokerage Software that cater Your Business Needs

Our team has successfully crafted a comprehensive web application designed specifically for insurance brokerage firms. This cutting-edge Insurance Broker System has already operative among numerous businesses, enabling them to efficiently manage their operations. With its remarkable flexibility, our application can be tailored to meet the unique requirements of any agency. We take pride in offering Insurance Broker management system to brokers, opening up new possibilities for streamlined and personalized insurance management.

Product Administration

System facilitate users to set customized parameters as per requirements of your business.

  1. Configure your system.
  2. Set-up multiple insurance companies.
  3. Products, and manage automated or manual rates.
Quote management

Automate quote requests to insurers. View and manage the status of each quote. Record detailed quote information received from the insurer.

  1. Manage quote status.
  2. Automate quote requests to insurers.
  3. Manage multiple quotes.
  4. View quote history.
  5. Generate quotation documents.
  6. Receive documents against a quote.
Policy Administration

Manage mid-term adjustments, renewals, lapse and cancellation. See a detailed audit history and any related financial transactions.

  1. Amend, renew, cancel and lapse.
  2. Full audit history.
  3. View financial transactions.
  4. Automate broker commission.
  5. Record insurer requirements and warranties.
  6. Link policies to quotes.
  7. Generate policy documentation.
  8. Receive documents against a policy.
Claims management

Add previous and new claims. Attach documentation, notes, and record key dates, manage payments, update claim reserves and produce management reports.

  1. Monitor status.
  2. Manage reserves.
  3. Track key dates.
  4. Link to policy.
  5. Produce management reports.
  6. Receive documents against a claim.