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.
- Manage your customers database on one platform
- Have all your customers contacts within reach
- 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:
- Create Policies,
- Pre-configure Formulas on Master Policy Products
- Manage Customer Installment Payment Schedule
- Generate Invoices
- Manage Customer Payments,
And do so much more, all on the same platform
Claims
It automates your claims processes by helping you to:
- Track the status of your claims
- Have a better understanding of your customer’s incidence history, and
- Guide you through your claims checklist
Reports
Get a clear understanding of the performance of your insurance business through:
- Business Intelligence Dashboards
- Customer Reports
- Financial Reports
- Management Reports
- Insurer Reports (BORDEREAUX)