Client Management

A powerful customer service feature. Locate policies and claims by people; Insureds, Addl Interests, Mortgagees, Claimants, Surveyors, etc.
  • Client Management has several great features for effective customer services, enabling a great customer experience.
  • This module works like a Rolodex™ of all clients recorded in the system like Policyholders, Additional interests, Mortgagees, Agencies & Agents, Claimants, Surveyors, Adjusters, etc.
  • The Client Folder gives an overall picture of a client and all the ways they are associated with the Company (Policyholder, Additional Interest, Witness, Surveyor, etc.) including the related policy # or claim #.
  • Allows single click navigation to access details of a policy, accounts and claims details of the client. Also, with a single click get all email IDs and phone number of every person associated with the policy and just click it to email or make a call. A feature very few systems have.

Our truly Integrated,
Multi-Line Insurance Platform Comes With

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Policy
Management

Manage full policy lifecycle of transactions - Rate, Validate, Quote, Bind, Issue & Policy Changes

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BILLING & INSURANCE ACCOUNTING

A full-fledged double entry accounting system to manage all policy and claims related financial transactions

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CLAIMS
MANAGEMENT

Auto-Verify Policy coverage in real time. Manage reserves, loss payments & expenses at a claims feature level.

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CLIENT
MANAGEMENT

A powerful customer service feature. Locate policies and claims by people; Insureds, Addl Interests, Mortgagees, Claimants, Surveyors, etc.

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AGENCY
MANAGEMENT

Manage agencies including profiles to quote, bind & endorse polices. Also manage commission rates & payments

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INTERACTIVE
BOT

Tara the BOT is always aware of where you are in the application to assist and provide context relevant information.

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EFFICIENCY
TOOLS

Reduced Average Handling Time thru smart navigation, Integrated Email, Phone, Voice-To-Text & Real time data available to all modules

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BUSINESS
INTELLIGENCE

Analyze your key business performance indicators through standard and customizable BI Dashboards

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POLICY HOLDER SELF-SERVICE PORTAL

Policyholders can verify coverage, print policy docs, review claim status, review accounts & make payments

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PARTNER
INTERFACES

Application has several pre-built interfaces; Payment Gateway, Repl Cost Valuation, Ins Credit Scores, MVR, eSign, etc.

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ADJUSTERMATE MOBILE APP

A mobile app that brings easy mobility to field adjusters. Instantly get assessments & photos into the claims system

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SECURITY &
COMPLIANCE

Robust built-in security. Data in Transit is encrypted. VAPT & PCI complaint. OAuth/Single sign-on

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