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Introducing Insurance / Loan CRM

Insurance CRM is policy management web application(mobile responsive)for the insurance agents/firms having number of employees with various roles.

Loan CRM can be either used individually or in conjunction with insurance CRM(using common clients as cross business).

It provides rich features for the Insurance and Loan to be managed on cloud which are listed below.

Insurance CRM Features

  • Dashboard
  • Advance Lead
  • User/Staff Management
  • Client Management
  • Policy Management [HEALTH/MOTOR/NON MOTOR/LIFE INSURANCE/ANY]
  • Policy Document Upload
  • Policy Renewal Reminder
  • Send Policy by email/Print Envelope
  • Birthday Reminder/Policy Cheque Reminder twice a day
  • Claim Management
  • Payout
  • Broker[Commission/Ledger/Payment]
  • Reports
    • Policy Report
    • Tele Caller wise Report
    • Team Leader wise Report
    • Sales Executive wise Report
    • Broker wise Report
    • Commission Report
    • Extra Cash Report
    • User Log Report

Loan CRM Features

  • User/Staff Management
  • Client Management
  • Loan Login
  • Document Upload
    [RC Book/Invoice/Matrix/Application Form/Welcome letter]
  • Loan Disbursement[PAYOUT/VLI with TDS/GST,Processing fees]
  • Payout[Broker/SE/TL/TC Commission/Net Profit calculations]
  • Loan Broker[Commission/Payment Status]
  • Loan Renewal Reminder/Followup Remark
  • Reports
    • Login Report
    • Disbursement Report
    • Payout/VLI Report
    • Commission Report
    • Tele Caller wise Report
    • Team Leader wise Report
    • Sales Executive wise Report
    • Broker wise Report
    • Commission Report
    • Bank wise Report
    • Loading Report
    • PRI(Policy/RC/Invoice upload status) Report