Insurance Policy Administration



  • System was in need to be designed for the agents and users of the organizations who provides insurance policy to achieve their purpose of fast response to customer requests or payments or any updates required in existing policy of any customer. Also Client was looking for facility where every agents of the company can create/update/delete or process any requests from their respective systems.
Main Features
  • The system created in such a way that it fulfills almost every basic need of the users to manage every actions related to customers policies.
  • Here are some major features which contain many sub-features and together create a complete package to maintain and keep track of every data.
  • System Maintenance.
  • Policy Amendment.
  • New Policy.
  • Policy Administration.
  • Claim Administration.
  • Home Affair.
  • Finance.
  • Financial Reports.
  • Membership Search.
  • Correspondence.
  • Incomplete Policies.
  • Payment Administration.
  • Refund Administration.
  • Manage Claims.
  • Management Reports.
  • Client is successfully selling the system as a product to many Insurance companies in their region.
  • Timely client have increased the amount of orders from their clients to purchase the systems for their agents.
  • Quick processes have made the implementation & updating the data of policies faster and easier.
  • System has increased the efficiency of Employees.
  • The product has helped companies to manage their business effectively with high return on investment.
  • Reduction in misplacement of customer information and an increase is accurate storage left insurance companies more reliable in the eyes of customers and agents and resulted in further generation of profit.