This software is especially designed for brokers or agents who work with multiple insurance companies. This software covers various types of insurance such as; vehicle insurance, mediclaim, factory insurance, machinery insurance etc.

Every company that a broker or agent works with provides the broker or agent its own portal whereby the broker or agent maintains details and that help him manage his customer. However, when a broker or agent maintains and manages customers who have been insured by different insurers, it becomes an arduous task for him to hop from one portal to another for various customers.

Maktech Insurance Software integrates the various portals under one umbrella. Thus the broker or agent is able to conveniently view the details of all his customers on a single integrated portal. The software also makes available to the broker or agent, insurer-wise segregations. It also summarizes the agent’s total business period-wise, and generates consolidated reports of all the services providers as well.

Policy registration

A new policy is punched into the system with details of the customer and the product to be insured.

Automatic upload of last policy

When uploading the new policy or renewal, the system generates a PDF copy of the last relevant insurance policy. This feature is helpful as customers often do not carry a copy of their last policy.

No need for excel sheets

Database of policy details are generally maintained in Excel sheets. Maktech Insurance software comes with an automatic database management system. Users no longer have to go through time and tedious manual operations that come with Excel.

Easy policy search

Maktech Insurance software has an in-built search engine. Policies can be searched using vehicle number, chassis number, mobile number etc.

Agent management

Using this tool the user (an insurance company) can manage the login of all agents working with them, and view which of those agents are live at any given time.

Separate agent login

Any agent of the insurance company can login to the portal using a remote device and enter policy details. Agents can also view their ledger, performance and records of customers created by them.

Policy approval provision raised by agent

When an agent raises a policy he has to verify the policy approval provision. Such approval verification is easily accessible to admin in-charge of the software on the portal of Maktech Insurance software.

Agent receipt entry

The policy premium received by the agent from the customer on behalf of the insurer can be entered into the software remotely.

Agent payout

Generally, insurance companies prefer to give agent’s commission separately. Such commission is therefore not deductable from the premium amount. Maktech Insurance software reflects the commission accrued to each agent..

Auto Service Provider / Agent Commission Calculation

Maktech Insurance software automatically calculates commissions accrued to various insurers and agents on every policy entry.

Policy Reminder through SMS/Email

The software alerts the user of upcoming renewals. Also, reminders can be sent to customers via the portal through SMS or email.

Promotion Activity through SMS/Email

The user can also send promotional bulk SMSes through the portal to customers with ease.

Maktech Insurance software is capable of generating the following reports:

Service provider ledger report

This is the accounting ledger of each service provider that an agent (user) works for or insurer reflecting the final balance accrued.

Agent ledger report

This is the accounting ledger of each agent who works with an insurer (user).

Period-wise report of policies with details

As the name suggests, this report lists and analysis the policies sold and renewed period-wise.

Agent Incentive Ledger Report

Herein the user (insurer) can view the total agent incentives accrued and the incentives accrued to each of its agents. This report makes it easy to analyze agent performance.

Employees List

This is a general list of all the employees who work for an insurer and help agents to get more policies.

Agent Payout Report

This report lists the amounts paid to various agents of the insurer and tell agent what payout they are getting between two dates.

Policy Due Report

This report lists the policies that have not been renewed and are due to expire in the near future. This will help company to maintain their valuable customers with them.

Auto Renewal Alert

This feature starts work 30 days before the policy gets expired. This feature send alerts through sms and email to customer on weekly basis so that customer could know when their policy is getting expired.

Policy Done and Collection Report

This report is consolidated report and show consolidated amount and no of policy done through the sales person and through out the agents, so that company could plan special incentive and awards to hard working agents or employees.

USP of Maktech Insurance software

Maktech Insurance software covers ALL the features of insurance that can be used by an insurer or an insurance agent.
Basic Plan starts from Rs. 999/Month, it is also far cheaper than our competitor's products that cost in excess of Rs. 1 lakh cash down.