Over the last 10 years, we have developed the best, all round, ADVANCED Insurance Broker Management software that serves to solve a wide range of challenges.

Complex and tricky insurance situations require either a very sober mind or a good Insurance Broker management software.

Every Insurance broker serves to assist people manage risks.

Features and Benefits

User friendly interface

Throughout the entire system, all the windows and menus are self explanatory.

This makes learning much easier and mistakes in data entry as few as possible because the user can quickly be able to identify and know exactly what they want to do.

Dashboard

At a glance, you'll be able to view the current status of renewals, from number of clients with active covers, to number of claims underway etc

Tight Security

Data security is of paramount importance. We apply a combination of digital privacy measures to prevent unauthorized access to your private business data.

Unlimited Covers

• Insurance Brokerage operations can be broken down to independent income generating covers and have a thorough analysis of performance of each cover independently or combined.

A keen eye on day to day operations eventually save lots of costs later on.

Unlimited Users

Supports unlimited number of users and devices across all your local and wide area networks.

Unlimited Insurance Companies

Unlimited insurers.

Unlimited Customers

Unlimited number of Customers(Insured).

Work Flow

a) Registration

• First we register a new customer and record their contact information.

b) Debit Note

• Next we enter contract information about the cover they are subscribing and which duration

c) Receiving Payments

• Involves posting all payments being received in payment of all debit notes raised.
• Mobile payments can be automated so that the amounts paid are posted automatically

d) Making Payments

The following are the categories of payments done.

• Cash banking. Money transfer from cash to bank accounts.
• Insurer payments for all the covers issued
• Day to day expenses.

g) Insurer Statement

• Is a report showing the covers underwritten by an insurance company.
• Tracking of commissions and withholding taxes
• Daily record of claims performance

h) Comprehensive and Detailed Back Office Accounts

Generate Customer Statements detailing the invoices and amounts received.
• Generate Supplier Statements detailing all the collections made from customers and amounts payable.
• Debtors Analysis
• Daily Summary detailing all the receipts and payments plus cash balances
• Debtors analysis displaying ageing summary or simple totals can be generated
• Creditors/Insurers analysis displaying ageing summary or simple totals can be generated
• Incomes analysis detailing all the sources of income
• Expenses analysis detailing all expenditure descriptions
• Profit and loss statements
• Trial Balance
• Cash Flow statements
• Balance Sheet