Insurance Broking Management Solution

Isrishti's Insurance Broking Management Solution (IBMS) is a fully comprehensive Insurance Brokers Business Management Solution. Built on using the most advanced web technologies like Ajax and jQuery which makes it a highly reliable and secure application to fit in to businesses of any size.

IBMS automates the whole business process starting from customer enquiry, follow -up, quotation slip, placing slip, issuing debit note/credit notes, receipts from customers, and payments to insurance companies, broker commission, salesperson commission, policy declarations and cancellations, customer refunds, claims management etc.

Insurance Broking Management Solution is highly customizable providing the users features such as having customized templates of General Insurance, Motor Insurance, Marine Insurance, Medical Insurance and Life Insurance. Different Covers with different clauses can be created under all the Insurance Classifications.

Financial accounting is fully integrated with above modules. Various in-depth sales analysis reports are inbuilt in the software. Any time ready final accounts (Trial balance, Profit and Loss and Balance sheet). You can get many combinations of reports with just a few click of the mouse.

Sales Module has features such as Activity tracking, Lead Management, Call Tracking etc. Which ensures that you do not miss out on any of your potential leads or customers.

General Features

• Developed and implemented with the help of highly experienced Software and Insurance Experts
• Fully Integrated modules to Increase the efficiency of Data handling and to avoid data redundancy
• Web Enabled
• Fully Customizable to suite your business.
• Multi-tier Security provides authorization and control on various levels
• Multi Branches or Department
• Workflow Automation and Management
• Paper Less Office Concept
• Prompt Customer Support
• Future Upgrades & Supports
• ISO Standards Integratied in all processes