SOLUTIONS has developed a unique software result tailored to the needs of the insurance industry. Our insurance management system is loaded with features covering:
Insurance quote requests
Risk assessments
Billing and collections
Defined currency settings
Reference data and pricing models
Client and contract management tools
Agent management tools
Defined user roles and access
As with all of our software results, our insurance management solution has been designed to solve problems and streamline operations. From generating quotes and assessing risks to managing clients, contracts, and agents, nothing has been overlooked.
The software is highly secure with support for different user roles and authorization levels. Due to the sensitive nature of personal insurance information, it is vital that access is restricted only to those who are authorized. By defining different roles, you can restrict access based on the user’s role. For example, customer service representatives, insurance agents, and insurance underwriters all have different roles and need to access different information. The software allows you to set up access by role or by individual. In addition, administrators can quickly deactivate a user, change permissions, create groups, define user access, and more as needed.
No matter how you set up each user, all authorized ones must sign into the software using a unique username and password. The software automatically logs users out after a predetermined period of inactivity.
Useful, secure, and easy to use, our insurance management software is a complete solution designed specifically for the insurance industry. Learn more about our solution by contacting us today.