about policy manager

Policy manager system is a cloud based software that lets you control document easily and collaborate on policy updates. The system is multi user, multi branch, multi agent, multi underwriter and multi products for both small and large organizations.

How it works

features

Client Management

Secure and organize client's information for easy retrieval across all your branches.

Premium Collection

Money is collected efficiently and payment history is updated and full audit log record is kept

policy management

Creating, updating and maintaining new and existing policies is a breeze.

invoice and quatation

Issuing invoices, quotations and receipts has never been this easy with our user-friendly system.

Record claims

Process claims with the click of a button, and upload claim documents to our secure cloud server.

Multi Branch Connectivity

Keep your data in sync across all your branches, say goodbye to multiple instances of records.

custom reports

Our easily customizable reports enables you to keep track of your staff performance and incentivize accordingly.

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