Empowering you to secure someone's future with ease.

Insurance Management ERP Software is an innovative solution that enables financial institutions and insurance companies to manage their operations and smooth the workflow processes efficiently. Smart Software to automate business operations and provide real-time insights into the business, enabling insurance companies to make informed decisions and improve their bottom line.

This ERPNext software provides a centralized platform for all data related to insurance policies, clients, and transactions. Highly customizable, allowing insurance companies to tailor it to meet their specific needs. Insurance companies can easily integrate the software with their existing systems and processes, making it easy to implement and use.

Insurance Management System provides real-time data and analytics. This enables insurance firms to gain insights into their operations and identify areas for improvement. It helps to reduce the risk of fraud and improve the accuracy of financial reporting.

  • Wider option to manage various types of policies for customers

  • Automatically calculate policy premium by customer

  • Feature for the customer to claim after the policy is expired/matured

  • Insurance plan options in detailed format for customers

  • Agent record management with complete details

  • Facility to create & manage customer records

  • Data analysis and financial reporting of sales

  • Easy management of digital data like pdf, etc

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End user satisfaction

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Global reach

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Solutions

Salient Features of Insurance Management Software

  • Policy Management

    Maintain crucial aspects of the insurance industry with this module encompasses various activities such as creating quotes, handling policy renewals, verifying policies, issuing policies, and binding policies. Agents can handle and create plans based on customer needs by configuring every detail.

  • Claims Management

    Streamlines the claims process, from initial filing to final resolution for insurance companies. This feature automates many steps and helps to reduce processing time and costs, and improves the customer experience from the moment a claim is made to its resolution. Insurance officers can check and track policy maturity time.

  • CRM

    It typically includes features such as contact management, lead management, customer service and support, and marketing automation. Also, it provides valuable insights into customer behavior and preferences, enabling organizations to personalize their interactions and improve customer satisfaction.

  • Billing and Payment processing

    Automated billing and payment processing, including premium calculation and receipt generation. This system provides the feature to calculate the amount on the basis of policy plans selected by the customer.

  • Document Management

    Enables the secure storage and retrieval of important documents such as policy agreements and claims forms. This system offers security features to ensure the protection of confidential information of customers.

  • Dashboard & Reports

    Provide real-time data and insights into the performance of the insurance business. Insurance officers can analyze sales reports, and track agents’ records based on performance with multiple filters.

WHO WE SERVE

ELIMINATE ERP CHALLENGES YOUR BUSINESS

Our vertical solutions expertise allows your business to streamline workflow, and increase productivity. No matter the business, Solufy has you covered with industry compliant solutions.

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INDUSTRIES WE SERVE

WE WORK WITH GLOBAL BRANDS

Our vertical solutions expertise allows your business to streamline workflow, and increase productivity. No matter the business, Solufy has you covered with industry compliant solutions, customized to your company’s specific needs.

Farshid Ghayasi

I want to thank you for your great efforts and dedication towards the project which has given me and my client utmost satisfaction! Its not only your ethics, but also your knowledge, teamwork and solution-oriented thinking which has taken us by surprise especially when your team is too young. In my opinion, you have come up as the best OpenERP Service Provider so far.

Farshid Ghayasi
Netlinks, Afghanistan
Jagdish Dudhat

The Service Management software they gave works as per my vision and the reports, the invoices, the analysis and the features I always have wanted are now just a click away. Earlier I used to use papers and now I am able to contribute to the Indian dream of Digitisation this way out…

Jagdish Dudhat
SkyDot, India
Why choose us

6 REASONS TO PARTNER WITH SOLUFY

  • conversations-4872_af60b258-251e-41af-b238-dfb706d7b3d4

    Quick response

    After sales, If you face any problem then we can quickly manage and give support to resolve queries through remote. With our multichannel support system we can resolve any issues immediately without the long wait and travel to your location.

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    Experienced

    We have been serving ERP solutions for the last 13+ years with 100+ experienced ERP Brains and fulfilling the requirements of the global market with the wide spectrum of technologies, industries, and application types.

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    No geek speak

    You deserve to have your questions answered in plain easy communication. Our consultants and developers will clearly explain what is happening so you understand all the things very easily and know the valuable insights.

  • flag-2979_1fd1d414-4b4f-4887-a94a-493ba8e0b0c7

    Business savvy

    We design, evaluate and justify ERP Systems from a thorough understanding of the business benefit for your organisation. That helps to make your day to day operations easy.

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    One Stop Solution

    We handle all aspects of ERP Software that can be helpful to you to grow your business performance such as ERP Development, ERP Customization, ERP Training and any other related ERP needs.

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    100% Satisfaction Guarantee

    We want you to be completely satisfied with our ERP System Solutions. We’ll handle all your ERP related concerns, so you can calmly handle your business. No hassles, no problems.

Stop wasting time and money on various software instead just one. Explore our company

How It Works

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  • Let’s Talk

    If we’re the right fit, you’ll choose the ERP service agreement that works best for your organization.

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