Complete    Insurance Brokerage software, General    Insurance    Brokers    Management    System    for    handling    All    Aspects    of    Underwriting    &    Claims .

Key Software Features


    • Multi Company/ Multi User.
    • Multi Currency Debit/Credit Notes.
    • Complete Policy Life Cycle Tracking from its Inception.

Under Writting

    • Address Book Management of Customer, Insurers & Agents.
    • User Defined Risk Classes for Motor, General (Miscellaneous), Marine, Medical. e.g. Motor Private, Commercial, Fire, Fidelity Guarantee, Public Liability, WIBA, Burglary, Marine Hull, etc.
    • Risk Ratio Analysis.
    • Renewal List.
    • Renewal Invitation Letters / Notices.


    • Claims Registration.
    • Claims Categorization e.g. Windscreen Claims, Radio Cassette Claims, Third Party Claims, Written off Claims, etc.
    • Claims Progress Tracking.


    • Seamlessly Integrated with Tally. ERP9 for Accounting.
    • Auto creation of master viz. customers, insurance co. etc.
    • Auto posting of Debit Note, Credit note, Receipts & Payment to Tally.
    • Different Debit Date (Transaction Date) & Effective from Date for Prior/ Post Debit Notes.
    • Agent Commission Report.
    • Direct Payment Report.
    • Sales Analysis.
    • Other charges Report.
    • Underwritting / Portfolio Register.
    • Insurance Register.
    • Motor Vehicle Certificate Report.
    • Renewal list.
    • Risk Ratio Analysis.
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