Base module for 360° management of clients, insurers, policies, claims, tasks, commissions, histories, timesheets and processes, with integrated document management.
Document Scan and OCR for Premiums and Incoming Mail
Scan-on-the-fly module for premium invoices and salary declarations, with OCR, PDF archiving, information extraction and incoming mail processing.
Client and Employee Web Portal
Online access module for clients, employees and agents, with consultation of policies, claims, premiums and documents, messages, tasks and claim entry.
Product Management and Invoicing
Module to create your own insurance products, manage multi-currency rates, periodic invoicing, renewals, debtors, creditors and settlements.
Tender Call Management
Additional module to configure tender forms, track responses and follow-ups, integrate insurer data and generate comparison tables.
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