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Insurance Agency Management Software by CustomSoft

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shaniwar peth pune
Maharashtra 411030 

Insurance Agency Management Software developed by CustomSoft is core insurance agency management software. It has been used by many insurance professionals in India. CustomSoft Insurance Software for agency is a unique product in India which provides comprehensive marketing tools and costing management of life insurance & non-life insurance. From CRM to final accounting, CustomSoft Insurance application is an ideal application for an insurance agencies.

Insurance Agency Management Software developed by CustomSoft helps agents to enhance relationships with customers, clients, and prospects. In addition, these tools include back-office features such as automated workflows and commission processing to facilitate agent efforts.

It is a powerful tool designed to improve efficiency in all respects and aspects relating to your business as an insurance agency. It provides high level of service through it Efficiency, flexibility and user friendliness. Custom Soft deeply have knowledge of integrating broker software and providing services to many clients with need for such products across the countries like USA, UK, Canada, Australia, South Africa, New Zealand and India.

Features of Insurance Agency Management Software–
• Calculate the premium for all the traditional products of various life insurance companies.
• Premium wise as well as feature wise, comparison available.
• Generate comprehensive quotations for customers.
• Able to manage your entire marketing activities such as daily diary preparation, track customers conversation, keeps history of customer interaction, performance & costing analysis, travel expense management, etc.
• Keep record of entire leaves of a cover note book once you receive it from insurer till it is return back.
• Manage policy details which include life and general policy data entry to system, attachment of documents, endorsement if any, renewal of policy, etc.
• Take care of brokerage reconciliation part in life and general insurance section, such as receive brokerage from insurers, reconciliation, generate supplementary bills if any, income and profit analysis, TDS reports, etc.
• Provide automated email and SMS reminders to client
• Manage multiple agencies in one application.

Insurance Agency Management software by CustomSoft is useful for-
• Identifying the resemblance of selective customers, when facing variety of sale and marketing channels
• Distributing the access to all users and the customers for controlling the data, processes and various operations simultaneously
• Customizing the innovative pre-brokered insurance products
Insurance Agency software by CustomSoft is also available in Android and Iphone version.

Other Insurance Software developed by CustomSoft-
• Insurance Management Software
• Insurance Brokers Software
• General Insurance Software
• Insurance Claims Software
• Web Based Insurance Software
• Health Insurance Software

CustomSoft developed high range of Software Solution is PHP, Java, Android, Iphone, Xojo and Delphi technologies.

CustomSoft has dedicated team of developers to continual support. CustomSoft is providing high-quality, cost effective custom software development and many business related outsourcing services to industries and enterprises around world. CustomSoft is custom offshore software outsourcing company with expertise in outsourced product development & enterprise application development services.

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