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.