Insura v2.0.5 Is an insurance coverage protection safety agency administration that will simplify your on daily basis train as an agency whereas conserving your knowledge organized. Insura permits corporations to cope with their shoppers, workers, brokers, communication and insurance coverage protection insurance coverage insurance policies on one platform. With our brokers module, managing brokers and calculating their fee is now automated and environment nice.
- Create & Take care of shoppers – Add your shoppers knowledge and retrieve them when wished. It is a good attribute for insurance coverage protection safety agency because of it take away paper work and saves time.
- Create & Take care of insurance coverage protection insurance coverage insurance policies – Merely create insurance coverage protection insurance coverage insurance policies and hyperlink it to shoppers at a click on on on of a button. All safety knowledge and historic earlier is saved.
- Create & Take care of workers – Each agency needs some workers to assist out and since covers that as efficiently. Chances are high you may create accounts to your workers members they normally’ll have entry to run and cope with the on daily basis operations.
- Doc funds – Each fee is recorded with knowledge and time for easy account in future or for reverence.
- Add custom-made fields to shoppers and insurance coverage protection insurance coverage insurance policies – Companies in fairly just a few nations can have completely utterly totally different needs and necessities from shoppers. With Insura Insurance coverage protection safety agency administration system. Chances are high you may add custom-made fields to your shoppers and insurance coverage protection insurance coverage insurance policies type.
- add attachments to shoppers and insurance coverage protection insurance coverage insurance policies – When there are knowledge to your shoppers like nationwide ID and many others, you most likely can merely add them beneath attachments part of a shopper or safety.
- Automated reminders – Insura will take care of reminding your shoppers when fee is due. Reminders are completely customizable and you’ll flip them off as efficiently. Reminders may be despatched through SMS or e mail
- Inbuilt quick messaging – We have now an inbuilt quick messenger inside signer that permits collaboration between events of an agency from shopper, brokers, workers to administrator.
- Experiences – On demand tales could also be found anytime you want the on the dashboard and tales internet internet web page.
- Bulk SMS & Electronic mail – Insura communication module permits corporations to ship single and bulk messages to workers, shoppers or brokers.
- Multi explicit individual – Chances are high you may assemble a saas platform with Insura because of it helps a wide range of prospects/corporations
- Installer – You don’t have to fret about organize course of as Insura comes with it’s installer. Do you need to run into any draw back we’re all the time correct proper right here to assist.
- Attractive and responsive UI – Simcy inventive prides itself in creating very lovely internet apps with an beautiful explicit individual expertise. That’s assured.