Insurance CRM View

Insurance CRM Details

Problem: The client has the problem of managing all the data of different insurances manually ,as entering the records of new insurance, keeping records of renewals and claims arriving in the month in excel sheets ,paper records etc.

Solution: We analyze and proposed the automated system of Insurance
Features of Insurance CRM are: 1. User can add the insurance record instantly,of all new members by just uploading a csv only.
2. Monthly Renewals can be easily checked and updated in monthly renewal section.
3. Email Alerts are send automatically to user and the company simultaneously on the arrival of renewal or claim date of any insurance.
4. It also maintains the record of Mutual Fund -SIP,SWP,lumpsum etc.