workflow optimization made easy

description

The general insurance module is a web based application offered to insurance agencies and brokerages as a companion app to digitize and transform their operational workflow. Upon completing a sale (post sales) of an insurance product, operation staff from the respective agencies or brokerages will use the software to track and manage the end to end lifecycle of the policy from the perspective of the agency/brokerages.

minimize your documents

Automate quote from insurer websites

save manpower

real time business process tracking

module features

General Insurance

Financial Module

Management Report

Frequently asked questions

Is a end to end digital solution for General Insurance Brokers and Agents from getting quote from insurers websites, to processing endorsement, renewal, and payment to insurers and more.

Yes, we`re hosting Success General Insurance on Microsoft Azure Cloud
As long as you have a internet access, you can access the information anywhere at anytime.

Yes, basically we update 4-6 time or even more monthly.

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