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Insurance Agency Management Software by CustomSoft

CustomSoft Insurance Software for agency is a unique product in India which provides comprehensive marketing tools and costing management of life insurance & non-life insurance. From CRM to final accounting, CustomSoft Insurance application is an ideal application for an insurance agencies.<br>Insurance Agency Management Software developed by CustomSoft helps agents to enhance relationships with customers, clients, and prospects. In addition, these tools include back-office features such as automated workflows and commission processing to facilitate agent efforts.<br>It is a powerful tool designed to improve efficiency in all respects and aspects relating to your business as an insurance agency. It provides high level of service through it Efficiency, flexibility and user friendliness.

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Insurance Agency Management Software by CustomSoft

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  1. Insurance Agency Software by CustomSoft Purpose Insurance Agency Management Software developed by CustomSoft is core insurance agency management software. It has been used by many insurance professionals in India. CustomSoft Insurance Software for agency is a unique product in India which provides comprehensive marketing tools and costing management of life insurance & non-life insurance. Insurance Agency Management Software developed by CustomSoft helps agents to enhance relationships with customers, clients, and prospects.

  2. Identifying the resemblance of selective customers, when facing variety of sale and marketing channels Distributing the access to all users and the customers for controlling the data, processes and various operations simultaneously Customizing the innovative pre-brokered insurance products Insurance Agency Software by CustomSoft Useful For-

  3. Insurance AgencySoftware by CustomSoft Features Calculate the premium for all the traditional products of various life insurance companies. Premium wise as well as feature wise, comparison available. Generate comprehensive quotations for customers. Able to manage your entire marketing activities such as daily diary preparation, track customers conversation, keeps history of customer interaction, performance & costing analysis, travel expense management, etc. Keep record of entire leaves of a cover note book once you receive it from insurer till it is return back.

  4. Insurance Agency Software by CustomSoft Features Manage policy details which include life and general policy data entry to system, attachment of documents, endorsement if any, renewal of policy, etc. Take care of brokerage reconciliation part in life and general insurance section, such as receive brokerage from insurers, reconciliation, generate supplementary bills if any, income and profit analysis, TDS reports, etc. Provide automated email and SMS reminders to client Manage multiple agencies in one application.

  5. Insurance Agency Software by CustomSoft Client Says.. • Karen Lee- IT Consultant in a leading Insurance company in UK said, “Custom Soft delivered the best customized insurance software solution satisfying all current insurance business needs on time.“ • “Customize Insurance software solution by Custom Soft turns as a boom for growth of our Insurance industry. It work smartly and intelligently handle all Insurance related activities and saves cost of extra staffing." – expressed by Jennifer Insurance Agent in Australia

  6. Insurance Agency Software by CustomSoft CustomSoft Insurance Portfolio • Policy Management Software and App • Insurance Agent Software and App • Insurance Broker Software and App • Travel Insurance Software and App • Motor Insurance Software and App • Life Insurance Software and App • General Insurance Software and App • Home Insurance Software and App • Fire Insurance Software and App

  7. CustomSoft a leading Software Development organization in India having expertise in customized software development for international clients from USA, UK, Canada, Australia, New Zealand, Dubai, South Africa and so on.. CustomSoft has successfully deployed multiple projects in PHP, Android, I phone, Delphi, Xojo and other latest technologies. CustomSoft has dedicated team of developers to continual support. CustomSoft is providing high-quality, cost effective custom software development and many business related outsourcing services to industries and enterprises around world. About CustomSoft

  8. Real Estate Healthcare ERP CRM E-Commerce Retail E-learning Recruitment CustomSoft Expertise in

  9. Contact Us: You can email your requirements at: info@custom-soft.com To know more about CustomSoft and its Software Solutions contact http://www.custom-soft.com/insurance_brokers_software.html 

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