Best Insurance Broker Software | Freight and Logistics Software

Insurance Broking

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Product Description

JBM Insurance Broking management solution, offers complete automation of LIFE and also NON-LIFE range of products. This highly configurable solution comes with optional add on features for CUSTOMER SERVICING PORTAL, which will enhance your marketability and service delivery process to the client.

Designed to handle multiple currency, the solution is bundled with the following features:

  • Manage multiple teams and sales person (agent) setup.
  • User defined products and product related accounting procedures as per the book keeping policy of the organization
  • User defined product related information templates, making life easy for the clients to change the data capturing forms.
  • Non-life and General insurance implements multiple methods of accounting
  • The optional add on for the life/saving related products offers features of ICP tracking and also related accrual based accounting.
  • Operations management work-flow is geared with the dash-board providing a complete control to management the process right from inquiry generation till they order is placed.
  • Automated generation/mailing of broking slips from the system ensure paperless communication.
  • Renewal center provides complete support for the customer retention.
  • The claim manager helps you support you clients effectively as a broker.
  • The health servicing extension helps you manage the endorsements and related invoicing without ambiguity.
  • Automated commission disbursement process which an also be integrated with JBM’s HR & Payroll module.
  • Abundant MIS reports by product, customer, insurance company, agent/salesperson.
  • The inbuilt document manager offers feature of document attachment in all the relevant process documents.
  • The solution is geared with JBM’s workflow management capabilities.
  • Automated ALERTS on the critical monitoring functions.