Insurance

Caag has a deep understanding of the insurance industry and has broken the core processes down into simple steps. We’ve implemented these steps into a dedicated application suite for the industry and made it customizable to your company’s specific needs.
Full Client Overview

Keep all your client information in one place for a complete overview.

Policy Management

Register all policy information and link them to the client’s profile.

Document Management

Also keep a digital archive of all your client documents for easy access.

Prolongation Management

Keep track of when policies need to be renewed. Renew policies in bulk and generate invoices.

Invoicing and Payments

Simply create invoices based on your product offering and manage payments.

Dashboard & Reporting

Easy to use dashboard that allow you to keep track of KPIs. Insights into commissions earned, outstanding balances and much more.

Checklists

Keep your client files compliant. Be notified when documents are about to expire.

Digital Forms

Easily to create digital forms to allow customers to apply for your services online, submit claims or simply get in touch with you.

Integrate Existing Software

Integrate with existing software such as accounting tools or payment gateways to accept online payments.

Success Stories

Read about how this client has successfully implemented the Caag Software solutions.
Challenge
Extura is an innovative insurance company. They wanted to have an Insurance Calculator on their website so that prospective clients can calculate their monthly premiums and directly apply for the insurance policy.
Solution
After multiple intense brainstorming sessions, we worked out the requirements of the Calculation & Application process. There were many details and business rules to keep in mind such as a medical questionnaire where different diseases would impact the premium. Caag was able to quickly deliver a working version of the Calculator after which there have been many rounds of testing and feedback to continue to make improvements. Now that the Calculator is up-and-running we are implementing multiple CRM modules that will help the Extura Call Center become more effective.
Benefits
  • Online insurance applications
  • Full client overview
  • Call Center solutions for collection and sales
  • Digital archive
  • Easy reporting

We are excited to have added the premium calculator to our website, which now makes it possible for prospective clients to apply for an insurance policy online.

Ellen Goilo,

Director – Extura


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