Our ERP system is meticulously structured into four primary modules:
HRM (Human Resource Management)
System Admin
Accounts
Insurance Admin
Key Modules
01
System Admin Module The backbone of our ERP system, the System Admin Module, manages all Master Data Settings, including:
- Branches
- Departments
- Stages-Leads
- Surveyors
- Questionnaires
This module ensures a robust and organized foundation for your ERP system, enabling smooth operations across all other modules.
02
Insurance Admin Module At the heart of the Insurance Admin Module lies a powerful CRM (Customer Relationship Management) tool designed to streamline insurance operations. Key features include:
RFQ (Request for Quote) Creation
Simplifies the process of requesting quotes for insurance policies.
Policy Management
Facilitates the purchase, renewal, and modification of insurance policies with accurate premium calculations.
Claim Processing
Empowers users to file and track insurance claims with ease.
Endorsements & Renewals
Efficiently handles policy endorsements and renewals.
Policy Document Generation
Ensures precise and automated generation of policy documents.
Customer Communication
Sends automated email notifications for renewals, payments, and updates.
Notifications & Alerts
Keeps users informed about policy changes, claim statuses, and other critical events.
Insurance Setting Management
Manages master categories, products, and other settings related to RFQ creation.
03
HRM Module Our HRM Module offers a comprehensive suite of tools for managing your workforce efficiently:
Recruitment and Onboarding
Streamlines the recruitment process and employee onboarding.
Employee Details Management
Maintains detailed employee records.
Attendance and Leave Management
Tracks employee attendance and leave schedules.
Salary and Payrolls
Manages employee salaries and payrolls with precision.
Asset Management
Keeps track of company assets.
Employee Details Management
Maintains detailed employee records.
04
Accounts Module The Accounts Module is designed to handle all financial operations within the organization, adhering to the double-entry accounting system. Key features include:
Sales and Invoice Creation
Facilitates the creation and management of invoices.
Transactions and Pay-outs
Manages financial transactions and pay-outs against invoices.
Assets and Expenses Management
Tracks and manages company assets and expenses.
Financial Reporting
Generates essential financial statements such as Profit & Loss, Trial Balance, and Balance Sheet.
Year-End Processes
Streamlines the year-end financial closing activities.
User Registration and Authentication
Secure login for registered users with role-specific access.
Policy Management
Comprehensive management of insurance policies, including quotes, purchases, renewals, and modifications.
Claims Processing
Efficient filing and tracking of insurance claims.
Policy Document Generation
Automated and accurate generation of policy documents.
Customer Communication
Automated notifications for renewals, payments, and updates.
Placement Slip Generation
Easy generation of placement slips for policies.
Notifications & Alerts
Timely updates on policy changes, claims statuses, and other important events.
Comprehensive Functions
Comprehensive tools for recruitment, onboarding, attendance, leave management, salary, and payroll.
Accounts Management
Detailed management of invoices, transactions, pay-outs, assets, and expenses, with robust financial reporting.
BENEFITS
Our ERP system is crafted to meet the unique needs of insurance brokers, ensuring all business processes are integrated and efficient. With our system, you gain:
Enhanced operational efficiency.
Improved decision-making.
Real-time access to critical business data.
Secure and user-friendly interface.
Comprehensive management of all business functions.
Experience the future of insurance brokerage management with Insurance Brokers ERP System. Transform your business operations and achieve new heights of success.