Full Client Overview
Keep all your client information in one place for a complete overview.
Keep all your client information in one place for a complete overview.
Register all policy information and link them to the client’s profile.
Also keep a digital archive of all your client documents for easy access.
Keep track of when policies need to be renewed. Renew policies in bulk and generate invoices.
Simply create invoices based on your product offering and manage payments.
Easy to use dashboard that allow you to keep track of KPIs. Insights into commissions earned, outstanding balances and much more.
Keep your client files compliant. Be notified when documents are about to expire.
Easily to create digital forms to allow customers to apply for your services online, submit claims or simply get in touch with you.
Integrate with existing software such as accounting tools or payment gateways to accept online payments.
Phone
+5999 697 5454
Email
[email protected]