Best Insurance Agency Management Software by CustomSoft - PowerPoint PPT Presentation

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Best Insurance Agency Management Software by CustomSoft

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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. – PowerPoint PPT presentation

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Title: Best Insurance Agency Management Software by CustomSoft


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Insurance Agency Management Software by
CustomSoft Purpose
  • 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.
  • Insurance Agency Management Software developed by
    CustomSoft helps agents to enhance relationships
    with customers, clients, and prospects.

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Insurance Agency Management Software by
CustomSoft 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

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Insurance Agency Management Software by
CustomSoft Features
  • 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.

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Insurance Agency Management Software by
CustomSoft Features
  • 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.

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Insurance Agency Management Software by
CustomSoft Client Says..
  • Custom Soft delivered the best customized
    insurance software solution satisfying all
    current insurance business needs on time.
  • Karen Lee
  • IT Consultant Leading Insurance Company, UK
  • Customize Insurance software solution by Custom
    Soft turns as a boom for growth of our Insurance
    industry. It work smartly and intelligently
    handle all Insurance related activities and saves
    cost of extra staffing."
  • Jennifer Miller
  • Senior Insurance Agent, Australia

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Insurance Agency Management Software by
CustomSoft Insurance Portfolio
  • Policy Management Software and App
  • Insurance Agent Software and App
  • Insurance Broker Software and App
  • Travel Insurance Software and App
  • Motor Insurance Software and App
  • Life Insurance Software and App
  • General Insurance Software and App
  • Home Insurance Software and App
  • Fire Insurance Software and App

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About CustomSoft
  • CustomSoft a leading Software Development
    organization in India having expertise in
    customized software development for international
    clients from USA, UK, Canada, Australia, New
    Zealand, Dubai, South Africa and so on..
  • CustomSoft has successfully deployed
    multiple projects in PHP, Android, I phone,
    Delphi, Xojo and other latest 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.

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CustomSoft Industry Portfolio
  • Real Estate
  • Healthcare
  • ERP
  • CRM
  • E-Commerce
  • Retail
  • E-Learning
  • Recruitment

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Contact Us
  •  
  • Mail your requirements at
  • info_at_custom-soft.com
  • To know more about CustomSoft and its Software
    Solutions contact
  • http//www.custom-soft.com/insurance_brokers_softw
    are.html 
  •  

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