A1 Tracker for Insurance Claims has been approved by an insurance agency. The company’s main objective of delving into a new venture of non-profit property insurance software is to address the complex insurance needs of their partnered clients. They envisioned that tailoring their policies should also be at par with their decision of joining the digital shift.
This innovation wouldn’t be possible then without the use of administration software such as Non-Profit Casualty Insurance Software, Non-Profit Property Insurance Claims Software, and Non-Profit Casualty Insurance Claims Software.
Portal
Similar to the usual database, the software has the initial portal where the service information is to be filled out by the users who are given access such as those with limited access only or those who are considered as page administrators and reporters.
Dashboard
In this interface, a number of categories will be shown that will guide the users as to the prospect, the insurance product availed by the customer – liability, health or auto, the policy type agreed, the name of the insurer, the policy number, the payment due date, the date of quote generation. It would basically show the summary of the agreed contracts assigned to each user. It would also show the pending workflow. For better visualization, a user may opt to use a calendar layout in this interface.
Policy Details
The core of the software relies on the policy details interface. This would show notifications to the broker or client based on the agreed contract category. What’s better about this is that you can do personalized mail merging to notify a user. It would also allow you to include the necessary documents needed to be attached in the generator.
Contract Management
It is inevitable for an insurance agency to also include a contract management feature in their database. Here, the user may opt to fill out a new contract request form. This also allows a user to indicate the type of contract he wants to execute and the value of the contract that he would have wanted to enter.
Since this innovation has been realized, a demonstration of this software will be going live for the next updates. A1 Enterprise has always been two steps ahead when it comes to the need for business tracking efficiencies. If you are one of those who need better information and data management, schedule a demo today.