Modules
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Modules & Workflow
- Sales & Marketing
- CRM/Sales Management Workflow
- New Business: Lead/Prospect/Opportunities
- Cross Selling – Data mining to cross sell within the existing customers
- Renewals – CRM Process Flow in Renewals
- Salesperson/Agent Access Modules
Retail & SME Insurance Broking Workflow
- Individual Motor Insurance Business Management Workflow - Aggregator Availability
- Individual Medical Insurance how to write and introduction for a lab report biology Business Management Workflow - Aggregator Availability
- Individual Marine Insurance Business Management Workflow - Aggregator Availability
- Home - Insurance Business Management Workflow - Aggregator Availability
- Travel - Insurance Business Management Workflow - Aggregator Availability
- Yacht - Insurance Business Management Workflow - Aggregator Availability
Corporate Insurance Broking Workflow
- Full Workflow process management from Proposal to Issuance of Policy
- General Insurance Business Management Workflow - 130 + Pre Build General Insurance Classes of Business with Proposal Forms and Broking Slips
- Group Medical Insurance - Manage Large Group Medical portfolio with full automation and customer access facilities
- Fleet Motor Insurance - Manage Large Motor Fleet portfolio with automation and customer access facilities
- Open Marine Shipment - Manage your Open Marine business from the proposal to the certificate management
- Group Life - Manage Large Group Life portfolio with automation and customer access facilities
- Corporate/Annual Travel Insurance – Manage Corporate and Annual Travel Insurance Policies
Finance and Billing Modules
- Flexibility in Billing (Quarterly/Semi-Annually etc)
- Bill once with Installment Payments
- Direct Billing (Managed By the Insurance Companies)
- Strong Core Finance Engine
- Premium Payment Warranty (PPW) Alerts and Follow-ups
- Core Finance Modules Including Month End Closings and Financial Year End Closing
- Trail Balance, P&L, Balance sheet
- Budgeting & Cost Allocation
- Fixed Asset Modules with Depreciation
Reconciliation Modules
- Inbuilt Auto Reconciliation for Insurance Companies
- Inbuilt Auto Reconciliation of Bank Accounts
- Reconciliation is linked to ticketing mechanism for resolving un reconciled entries
Inbuilt Workflow Procedures
- Credit Control Procedures
- Credit Collection Procedures
- Agent Commission Setup Procedures
- Agent Commission Accounting Procedures
- Agent Commission SettlementProcedures
- Insurance Company Premium SettlementProcedures
- Insurance Company Commission Collection Procedures
- Policy Renewal Procedures
- Customer - KYC & BOR Procedures
- Operational Workflow Procures for alldepartment - Customized to suit the portfolio and management concepts of business
Insurance Authority and Federal Tax Authority Requirements.
- All the workflow procedures build in are based on the authorized standard procedures required by IA and FTA
Claims Management Modules
Effective claims management procedures are built in to the software from the intimation of the claims/follow up and settlement.
- Motor Claims Workflow Management Module
- Medical Claims Workflow Management Module
- General Claims Workflow Management Module
- Life Claims Workflow Management Module
User Access Modules
Different Interface Access to different type of Users based on the Role.
- Access to Business Operation/Office Users
- Access to Sales Team
- Access to Management Users
- Access to Corporate Customers
- Access to Individual Customers
- Access to Administrator User
Dashboards
PraktoraWeb Comes with extensive deployments of Dashboard Reporting in all Modules of Workflow. Listed below are some examples.
- CRM Dashboards
- General Insurance Business Dashboards
- Medical Insurance Business Dashboards
- Customer Service Dashboards
- Finance Dashboards
- TAT – Dashboards