EasyInsure - Insurance agency software
Calendar Management
Scheduler
- Schedule client calls or meetings
- Maintain details / minutes of client interaction
- Reschedule client interaction based on client availability
- Specify next action for a client
- View client interaction history
- Quick link to client management
- Automated Reminders
- Follow ups and policies - Automatic reminder for policy related mile stones, such as installment collection, expiration, renewal or custom follow ups.
- Birthday's and anniversaries - Automatic reminders about important dates for both client and their family
Client Management
- Personal Details
- Manage client personal information such as contact details, workplace details, dependant details etc.
- Find a client and related information with ease using built-in search function.
- Business Interaction
- Schedule / categorize investment related specific follow ups
- Insurance Details
- Life Insurance
- Manage all Life Insurance policies of client from one screen
- Maintain details like premium, top up, bonus, maturity date etc.
- General Insurance
- Manage details of all General Insurance policies of client such as Policy No., Sum Assured etc.
- Investment details
- Mutual Funds - Manage mutual fund details, NAV rates, payment modes etc.
- Other Investments - Keep track of other investments like real estate, stock trading and so on.
Reports
- Client Details
- View client profile, detailed client information and client wise actions to get all the client specific information at a click of a button
- Client wise investments
- Find which client / lead is more lucrative and which is taking up loads of time without offering much potential by viewing client Investments.
- View Client wise mutual funds report to manage /advise client on plan switches.
- Important dates
- Information for your PR's. Wish your clients on their important dates to make them feel more at ease with yourself so that the clients can think of you as someone more than a financial adviser / handler. View Monthly Birthdays and Renewals to keep up personal relations as well as manage investments.
- Profit Calculations
- Set the commissions against available policies / investment options. View commission earned for a period.
- Manage business developers
- View Referred By report to find which contacts / BDO's are performing.