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SmartInsurance is an end-to-end

Life & Non-Life Insurance Distribution Software

. The software offers a full-fledged Back Office Processing ability, a user-friendly Front Office Sales capability and an exhaustive Reporting Feature. By virtue of having an automated and browser based solution, it enables Insurance distributors efficiently service investors and offer an extra edge that helps them stay ahead of competition.

It is a comprehensive and functionally rich solution offering the best value for money based on the latest technology platform integrated with Winsoft SmartMutual & SmartCalc. The benefits of the solution not only directly impact the ROI, but also eliminate the indirect losses due to "cost of errors" or "opportunity loss".

  • Handles both

    Non-Life & Life Insurance Products

  • Handles multiple Insurance Companies interfaces
  • User & Access Rights Management
  • Proposal Entry & Tracking
  • Policy Entry & Tracking
  • Premium Upload & Tracking
  • Base Commission Calculation & Tracking
  • Bonus Commission Calculation & Tracking
  • Proposal, Policy, Premium & Commission Reconciliation
  • Blended Premium / Net Effective

    Premium Calculation

  • Persistency Report For any period
  • Customer wise common Portfolio Tracking (MF & Insurance)
  • Proposal, Policy, Premium & Commission Reconciliation Reports
  • RM MIS/Activity Reports
  • Management MIS Reports
Advantages
  • Developed with a unique combination of latest technology and intimate understanding of the financial services domain, SmartInsurance is an extremely flexible, scalable and robust solution.
  • Lower Total Cost of Ownership – due to integration with SmartMutual Platform and rental Scheme also available.
  • Comprehensive framework to define rules associated with charges / fees / commissions / brokerages, amongst others.
  • User friendly interface makes back office operations seamless thus reducing training efforts.
  • User-defined, real-time reporting through an extensive library of standard reports - using an Ad Hoc query by interfacing with third-party report writer such as Crystal Reports.
  • The system ensures that the essence of good data – accuracy, completeness and consistency are not compromised on.
  • Best-in-class brokerage calculation module that delivers accuracies upto 99% which cannot be achieved through manual methods.
  • Numerous user security modules ensure data security across the user base – same as of SmartMutual.
  • The XML based approach enables the system to handle random changes in file formats and data content.
Entities involved in

Insurance Distribution

www.winsoftech.com
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