ENDEAVOUR AFRICA GROUP

SMART INSURE – Insurance Brokerage Management Software

Smart Insure allows Insurance Brokers to become One-stop-shop for all their insurance needs. The system empowers an insurance broker to act as an insurance carrier, providing full front office and back office administrative needs. The system is integrated with award wining accounting management software - Tally.

Smart Insure offers various modules like underwriting, claims, renewals and business reports to excel in the competitive insurance business. After all, insurance business isn't only about getting the numbers right, it's also about what you are able to do with those numbers. With Smart Insure the equation you'll go beyond underwriting and all of this can be done with minimal effort and flexibility by the system, with an ideal combination of functions, controls and customizability.

Key Features:

Multi Company / Multi User / Multi Currency. • Manages Insurance Policies of all companies. • Manages all policies like Motor, Marine, Medical and Miscellaneous. • Maintains Complete Vehicle Fleet Details. • Printing of Vehicle certificates. • Co-Insurer's in Policies and Claims. • Flexible declaration of Risk Class, Cover Types, Risk Types, Risk Clauses. • Customization Details of Risk Class. • Debit Note & Credit Note. • Manages Claim Details and Claim status. • Tracking of Calms, Progress and settlement. • Search of Policy by Policy Number and Insured name. • Manages Endorsement History of each policy. • Manages Renewal History of all policy. • Complete Address Book Management. • Calculation of Withholding Tax and other statutory charges. • User Rights and login Controls. • Payment & Receipt Module.

Key Benefits:

One system for all Insurance Needs-Underwriting, Claims, Renewals, Accounting, Reports. • Easy to use, user friendly GUI (Graphic User interface). • Easy to implement for ongoing business. • Ensures complete visibility of business across your enterprise. • Provides greater control and better discipline. • Enhancing decision making capabilities. • Boost business productivity. • Helps to reduce cost and increase profitability. • Customized as per requirement. • Integrated with Tally for Financial Accounting. • MIS Reporting. • Constant updates & upgrade to keep you pace with technology. • Scalable to multiple locations

Reports:

Audit Trail. • Insurance Register. • Policy Sales Analysis. • Renewal Diary, Reminder Letters & Notices. • Claims Reports. • Brokerage Report. • Motor Vehicle Certificate Report