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Insurance Agency Management
Insurance agency management system Insurance Agency Management facilitates an insurance company's ability to address relationships with its product distribution channels. Simplify the process of insurance companies to manage the agencies, agents, individuals, consultants and vendors for managing, administration from insurance back office in efficient to manner to achieve the business goal with speed and save cost.
Insurance Agency Management is reliable solution that offer streamlined workflow, operational efficiency and the ability to provide differentiated customer service including contact management, client management , policy details, document imaging , marketing, sales, Document management, full general ledger for agency billing, filing, custom report generator, calendar & scheduling , and many other useful functions. Agency management system is the industry software solution that delivers to manage and grow your insurance agency to assist day-to-day management of your agency. Agency management utilized for small business, individual or enterprise business.

Services for Insurance Agency Administration
Policy Management :-
 
  • Resource Management, Licensing
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  • Data Exchange
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  • Proposal Generation
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  • Representative Finder
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  • Endorse/Uprate, Renew, Cancel, Reinstate, & Rewrite a policy.
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  • View policies set to cancel
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  • Policy Accounting History: View all operations ever performed on the policy
  • Commission Management :-
     
  • Commissions & Compensation
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  • Commission Accounting
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  • Producer Commission Payable
  • Reporting :-
     
  • Agent Commissions Report
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  • Commissions Summary Report
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  • Municipality Income Report
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  • Active Policy Listing
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  • Policy Transactions Report
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  • Policy-in-force, new business sales, gross profit agency/producer, Net Profit agency, deferred/pick-up payment
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  • Accounting Reports
  • Accounting :-
      Accounts Receivable Services/ Cash Received
      Trust Account
      Reconcile & Reconcile History
      Track Multiple Trust/ automatic handling of Sweep Accounts: Deposit register, multiple locations
    Documentation and Imaging/Indexing :-
     
  • Client Receipt, Certificates of Insurance, ACORD forms, Invoice
  • Insurance Services
    Property & Casualty Insurance Services
    Insurance Policy Administration
    Insurance Agency Management
    Insurance Data Services
    Insurance Data Mining
    Life Insurance Plans
    Endowment Plan
    Whole Life Plan
    Term Plan
    Pension Plan
    Children Insurance Plans
    Jeevan Anurag Plan
    Jeevan Kishore Plan
    Jeevan Chhaya Plan
    Komal Jeevan Plan
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