Light Insure: Key Features

CRM

Our CRM will automate your customer acquisition and retention processes. You’ll close more deals faster and with great ease.

  1. Manage your customers database on one platform
  2. Have all your customers contacts within reach
  3. Schedule your appointments with your customers within our CRM

And so much more

Underwriting

Light Insure has no rival when it comes to underwriting, you will be able to:

  1. Create Policies,
  2. Pre-configure Formulas on Master Policy Products
  3. Manage Customer Installment Payment Schedule
  4. Generate Invoices
  5. Manage Customer Payments,

And do so much more, all on the same platform

Claims

It automates your claims processes by helping you to:

  1. Track the status of your claims
  2. Have a better understanding of your customer’s incidence history, and
  3. Guide you through your claims checklist

Reports

Get a clear understanding of the performance of your insurance business through:

  1. Business Intelligence Dashboards
  2. Customer Reports
  3. Financial Reports
  4. Management Reports
  5. Insurer Reports (BORDEREAUX)