Insuria, Insurance Management System provides a powerful software tool for small, medium and large insurance broker houses, administrators to underwriting Managers. It is a fully automated system which keeps a uniform track of insurance brokerage transactions, accurate reports, Finance management, Human Resource management etc. Our Insurance Agency management software is highly efficient and enhances service by centralizing all agency activity, improves customer acquisition & retention. Our team consists of highly skilled professionals, having vast knowledge of insurance domain making our Insurance Brokers Software best Insurance management software that boosts your Company’s growth.
Ozone Insuria- easy to use Insurance Brokers Management Software designed and developed at par with business specific demands of the insurance brokers/ agents. The key highlight of Ozone Insuria is incorporated your day-to-day operations with seamless integration into the accounting module. Information on demand is the base foundation on which Ozone Insuria is developed. Being a web based application, Ozone Insuria helps to analyze your business any time anywhere in the globe.
Cloud/server based Insurance Brokers ERP software that has a single server license which can incorporate unlimited users and branches. By implementing this software into your routine business operations, you can manage and monitor all your business centers – branch(s) / agency (s) – from any part of the globe.
To provide all necessary business information on-demand, this Insurance ERP software is structured with client-server architecture. To restrict application users who reach on your critical business information, you can implement access restriction policies. Also, Ozone Insuria generates robust MIS reports to evaluate business production and all these reports can be exported to PDF or MS Excel format.
Ozone Insuria includes real-time analytics that provide brokers with insights into their business performance, including sales trends, customer behavior, and profitability. This allows brokers to make data-driven decisions and optimize their business processes.
System admin can specify strong access policies on user information access as to what pages can be accessed and what level of information can be accessed. This can be restricted to user as well as branch level information access.
Management can now manage and monitor business from all branches/ locations from one place helping in business analytics/evaluation very easily.
Insuria has various MIS reports on business and finance which helps the core management team in evaluating the business performance to the minute level.
All the workflow procedures build in are based on the authorized standard procedures required by Insurance Authority and Federal Tax Authority.
A detailed receivable statement generated from the system helps in your debt control and payable statement generated helps to keep a tab on the outstanding with insurance companies.
Policy Registration, Renewal and Endorsement is directly integrated into the finance module. Invoices are auto generated helping finance department in managing the receipts and payments seamlessly.