Requirements Analysis
Research & Development(R&D)
Strategic Planning
Implementation
Product Evaluation
Customer feedback & Satisfaction
AI-Driven Future Insurance Platform
Welcome to the cutting-edge ERP (Enterprise Resource Planning) system designed specifically for Insurance Brokers. Our comprehensive software solution seamlessly integrates diverse business operations into a unified platform, enhancing efficiency, decision-making, and real-time access to critical data. AI integration further enhances these capabilities by automating tasks, providing predictive insights, and optimizing workflows.
Our ERP system is meticulously structured into four primary modules:
HRM Module
Accounts Module
Insurance Admin Module
System Admin Module
System Admin Module
The backbone of our ERP system is the Admin Module, which manages all Master Data settings, including:
key modules
departments
stages-leads
surveyors
questionnaires
This module ensures a robust and organized foundation for your ERP system, enabling smooth operations across all other modules.
Insurance Admin Module
At the heart of the Insurance Admin Module lies a powerful CRM (Customer Relationship Management) tool designed to streamline insurance operations. Key features include:
- RFQ(Request for Quote) Creation
Simplifies the process of requesting quotes for insurance policies.
- Policy Management
Enables the creation, renewal, and modification of insurance policies.
- Claims Processing
Empowers users to file and track insurance claims with ease.
- Endorsements & Renewals
Efficiently handles policy endorsements and renewals.
- Customer Communication
Sends automated email notifications for renewals, payments, and updates.
- Notifications & Alerts
Keeps users informed about RFQ, policy, claim statuses and other critical events.
- Insurance Settings Management
Manages master categories, products, and other settings related to RFQ creation.
HRM Module
Our HRM Module offers a comprehensive suite of tools for managing your workforce efficiently:
Recruitment and Onboarding
Streamlines the recruitment process and employee onboarding.
Salary and Payrolls
Manages employee salaries and payrolls with precision.
Employee Details Management
Maintains detailed employee records.
Asset Management
Keeps track of company assets.
Attendance and Leave Management
Tracks employee attendance and leave schedules.
Employee Finance
Handles various financial aspects related to employees.
Accounts Module
The Accounts Module is designed to handle all financial operations within the organization, adhering to the double-entry accounting system. Key features include:
Sales and Invoice Creation
Facilitates the creation and management of invoices.
Transactions and Pay-outs
Manages financial transactions and pay-outs against invoices.
Financial Reporting
Generates essential financial statements such as Profit & Loss, Trial Balance, and Balance Sheet.
Year-End Processes
Streamlines the year-end financial closing activities.
The key benefits users can expect from this software
Comprehensive software solution for managing insurance policies seamlessly.
The ERP offers a structured approach to oversee the entire journey of insurance policies. Handling inquiries, creating and sharing RFQs, generating and comparing offers, creating policies, managing renewals and endorsements, monitoring all aspects of policy-related payments, ensuring effective customer communication, and more.
Equipped with AI
AI integration aims to enhance user experience and improve customer service.
Various modules consolidated into a single platform
Different modules simplify the software's functions. This painless process helps users quickly grasp and understand the software better.
Interactions with insurance companies are seamless
The ERP ensures that sharing RFQs, accepting offers, and distributing policies to insurance companies is effortless and easy.
Initial Settings and User Creation
Products Creation
RFQ Creation
The software streamlines operations by first creating master data in the ERP system using the basic details provided by the admin. It effectively manages all processes, including customer inquiries, RFQ processing, and customer offer review and confirmation. A key feature of the application is its smooth interaction with insurance companies, which enhances data accuracy and operational efficiency throughout the process. Additionally, the software incorporates AI support in some modules to maximize usability. The easy handling of claims and endorsements is also a notable highlight of the full cover ERP system.
Benefits
Our ERP system is crafted to meet the unique needs of insurance brokers, ensuring all business processes are integrated and efficient. With our system, you gain:
Experience the future of insurance brokerage management with Insurance Brokers ERP System. Transform your business operations and achieve new heights of success.
Purpose
Enhance Efficiency and Streamline Operations
The Insurance Brokers ERP system is designed to consolidate various business operations into a unified platform, enhancing efficiency, facilitating better decision-making, and providing real-time access to crucial data.
Modules Overview
01System Admin Module
Master Data Settings: Branches, Departments, Stages-Leads, Surveyors, Questionnaire, etc.
02Insurance Admin Module (CRM)
RFQ Creation, Policy Management, Claims, Endorsement, Renewal. Insurance Settings: Master Categories, Categories, Products, etc.
03HRM Module
Recruitment, Leave Management, Attendance, Salary, Employee Details, Payrolls, Asset Management, Employee Finance.
04Accounts Module
Sales, Invoice Creation, Transactions, Assets, Expenses. Financial Reports: Trial Balance, Cash Flow, Balance Sheet, etc.
scope
Our ERP model relies on four interconnected modules:
System Admin
Handles all Master Data Settings.
Insurance Admin
Functions as a CRM tool capturing RFQ, Policies, Claims, Endorsements, and Renewals.
HRM(Human Resource Management)
Manages recruitment, employee details, attendance, leave, salary, payroll, and more.
Accounts
Manages invoices, transactions, payouts, TDS, and provides essential financial statements.
Why Choose Our ERP System ?
Integration
Seamless integration of various business processes into one cohesive platform.
Real-Time Access
Instant access to crucial data for informed decision-making.
Security
Robust authentication mechanisms ensure data security.
Efficiency
Streamlined operations enhance overall productivity and efficiency.
Automation
Automated processes reduce manual intervention and errors.
Key Functional Requirements
User Registration and Authentication
- Secure authentication with username and password.
- Role-specific credential creation.
Security
- Premium calculation based on policy type and coverage.
- Management of policy terms, conditions, and details.
Claims Processing
- File and track insurance claims.
- Communication channels for claims interaction.
Accounts Management System (AMS)
Comprehensive accounts management and financial reporting.
Customer Communication
Automated notifications for renewals, payments, and updates.
Placement Slip Generation
Generation of Placement Slip for policies.
Notifications and Alerts
Important updates on policy changes, claims status, etc.
Human Resource Management (HRM)
Employee recruitment and onboarding.
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