Centralize Client Information and Data Security with Insurance Agency Management Software

In today's era, managing insurance policies has become significantly more efficient compared to the past. Previously, insurance agencies had to store policy data in multiple locations, often relying on Excel sheets, which posed a high risk of data loss and lack of security, making sensitive information vulnerable to leaks. Recovering lost data was challenging, as there were no dedicated software solutions, leading to inefficient operations and excessive time consumption. Back then, insurance agencies primarily managed their work manually using paper-based records and spreadsheets, requiring significant manpower and time. However, with modern advancements, almost all insurance-related tasks are now handled through specialized software. These solutions streamline processes, reduce operational time, minimize errors, enhance data security, and significantly lower the risk of data loss, ultimately improving efficiency for insurance agencies. Several software solutions are available in...

Fast and Reliable Software for Insurance Brokers

The 2019 pandemic has made people realise things that we never emphasized before. The need for insurance increased rapidly with the growing risk of covid 19, hence increasing the pressure upon the insurance intermediaries to deliver on what they promised. To keep up to that promise, Simson Softwares provide fully tested - software for insurance and reinsurance agencies.

We are India's reputed and most trusted insurance softwares company. Our insurance broking management software is more lucrative for the insurance and reinsurance broking industry in India, Latin America and the Middle East with a substantial presence in the Far East and Africa.

 

We have strong experience in ERP implementation, system design and software consulting in Reinsurance, General Insurance, Health Insurance and Life Insurance. Our emphasis is always on incubating new technologies and processes to enable our clients to pace with changing technological evolution and customer demands.

Our core domain in software development is Insurance & Reinsurance. Our 2 Elite Softwares in which we expertise are:

1) SAIBAOnline - SAIBA is an ERP for Direct Insurance Brokers. It is the preferred choice of leading players in its category, as this is being used by 350+ brokers and corporate agents in India and across the globe. Some of the key features are the single unified view of your customers, including managing activities and opportunities. We also offer full support for all types of Insurance Products – Motor, Health, Property, Engineering, Travel, Home, Life Insurance etc. Apart from that we also offer support for all sales channels including Brokers, Point of Sales, Agents, Call Centers, and Direct Employees. Our software improves the Operational, Management and Audit Trail process by offering Integrated email, SMS and electronic document management to assist brokers in their day-to-day business to improve their efficiencies. Integration with Online Platforms like Quotation Management and Policy Management tracking with automated workflows and Integration with Login on Customer Website which is a self-service web-based platform to better manage relationships with insurance brokers, agents, and customers.

Some of our key Insurance clients are Marsh, Willis, Howden, JLT, Edelweiss, Way2Wealth, Mahindra, Tata, Toyota, Anvity, Alankit, Angel Broking, Bonanza, EF, JB Boda, SMC, Salasar, SREI, Unison, Beacon, Prudent, KM Dastur, Zoom, GramCover, Muthoot etc.

2) SARBOnline - SARB is an ERP for reinsurance brokers, it is the preferred choice of leading players in its category.

Some of the key features are Integrated Email, SMS and electronic document management to assist brokers in their day-to-day business to improve their efficiencies. It also has MS-Word integration to generate key documents like broker slip, quotation slip, placement slip, cover note, endorsement slip and addendum cover notes. Various system-generated documents like premium closings, debit notes, credit notes, reinsurer balance statements, Claim Advice etc. can be generated using our software.

Some of our key reinsurance clients are Marsh, Willis, Howden, KM Dastur, Prudent, Salasar, Pioneer, Mahindra, Toyota, UIB, Bharat Re, Indo-ARAB, BBI, BBM, GR Risk Partners, Synergy, Afro Asian, Zoom, etc. are currently using our software.

We also provide a demonstration of the software to our customers before engaging with them so that they can understand our software more efficiently. We give a lot of emphasis on customer satisfaction and that’s why are known in the market for our after-sales and technical support. Feel free to contact us on our website and explore our feature-rich software.

Comments

  1. It is a very informative and useful post thanks it is good material to read this post increases my knowledge. Commercial Automobile Insurance

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