Travel Insurance Management System

The primary objective of the Travel Insurance Management System is to meet the business requirements of the travel insurance industry through the provision of an online web application platform. This platform enables underwriters to efficiently book travel insurance business while providing travelers with hassle-free coverage and verification services accessible anywhere anytime.

The Travel Insurance Management Software is equipped with all necessary controls required for the effective management and operation of travel insurance underwriting processes. To mitigate the risk of inappropriate issuance of coverage, the system incorporates an Account Refill feature.

Salient Features of Travel Insurance Management System:
  1. Dashboard
  2. Access Security
  3. Principal – Agent Arrangements
  4. Agent Mapping
  5. Underwriting
  6. User Management

Dashboard

  • It provides a dynamic dashboard facility to view ongoing activities and other relevant information for management review.
  • Graphical presentation of last eight months business figures.
  • Agent and Parent Agent performance, top Agents and Credit information.

Access Security

  • Only authorized user can access information based on the user type and granted Rights.
  • Multiple User Groups with selected access rights based on level of authority and responsibility.

Principal – Agent Arrangements

  • Multiple agent’s accounts can be created under a Parent Agent (Principal). Each agent can process policy documents up to the assigned limits.
  • Parent Agent have access rights to all policies created by agents.
  • Parent Agent can refill Agent’s account if required.

Agent Mapping

  • Agents account can be mapped with respective branch and agent in Insurance management system.
  • This option can also be used to control activation of Agent account just by clicking the status (Active/Inactive).

Underwriting

  • User/Agent can created Travel Policy by selecting travel Package and minimum required information.
  • Active tax Payer Status and in case of non-filer, provision for advance tax.
  • Policy searching and posting.
  • Status update options such as void, Refund or Cancel.
  • In case any change in Particulars, endorsements can be generated to incorporate amendments.
  • Premium Payment options - online e-payments or other negotiable instruments.
  • Online verification of Travel Policy.
  • Auto email to designated email account.

User Management

  • Create Accounts, assign users groups.
  • Manage login credentials.
  • Create Agent and Parent Agent Accounts with required Information.
  • Control Credit limits and Commission Slab.