To provide consolidated management of life insurance, non-life insurance and mutual fund, we had developed an insurance agency management software named BimaPro. First of its kind, our insurance agents software BimaPro is not limited to back office management, this also provides marketing tools and costing management.

Salient feature of insurance agents software BimaPro are:

• Technical details of insurance agency management software BimaPro are:
  • Multi-user, single client packaged insurance agency management software
  • Developed in Visual Basic 2008,
  • Database used Microsoft SQL Server CE
  • Reporting is through Crystal Reports 10.0. You may export any report to Microsoft Word, Excel, PDF or RTF
• Insurance agent software divided into 5 major integrated modules. details of each and every modules are defined below

1. Premium Calculators and Product Comparison

Our Insurance agents software BimaPro calculates the premium for all the traditional products of 11 life insurance companies.

• Premium Calculators are available for:
  • Life insurance corporation of india (LIC)
  • SBI Life Insurance Co. Ltd.
  • Bajaj Allianz Life Insurance Co. Limited
  • Birla Sun Life Insurance Co. Ltd
  • HDFC Standard Life Insurance Co. Ltd
  • ICICI Prudential Life Insurance Co. Ltd
  • Met Life India Insurance Company Ltd.
  • Kotak Mahindra Old Mutual Life Insurance Limited
  • Reliance Life Insurance Company Limited
  • Tata AIG Life Insurance Company Limited
  • Max New York Life Insurance Co. Ltd.
• You may also do the comparison of traditional products of all the above insurance companies through our insurance agents software BimaPro.
• Comparison is available premium wise as well as feature wise.
• Products are categorized as :
  • Endowment Plan
  • Term Plan
  • Whole life Plan
  • Money Back Plan
  • Pension Plan
  • Children Plan
• You may be able generate comprehensive quotations for customers.
• Other features of this section of our insurance agency management software are :
  • Self management of product features.
  • Add, delete, modify product features
  • Self management of premium calculation criteria
  • Insurance requirement calculators to calculate insurance need of an individual

2. Customer Acquisition and Relationship Management System (CARM):

This section of our insurance agents software BimaPro enables you to manage your marketing activities

• Visits and call recording
• Daily diary preparation.
• To do list and reminders
• Tracking of customers conversations as systems keeps history of customer interaction
• Travel expense management
• Performance& costing analysis
• Leads Management
• Prospective Business Management

3. General Insurance(Non-Life Insurance):

This section of our insurance agents software further divided into sub-modules :

• Cover note book Management
  • This module of our insurance agents software BimaPro is designed to keep track of each and every leaves of a cover note book once you receive it from insurer till it is return back.
• Business Profile Management
  • This section of Insurance agency management software BimaPro is to manage policy details, which includes :
    • Policy data entry to system
    • Endorsements if any,
  • Attach documents to policy
  • Policy no entry and policy dispatch to the customer
  • Policy status tracking.
  • Renewal of Policy
• Commission Reconciliation
• This section of our insurance agency management software takes care of brokerage reconciliation part in general insurance section. Which includes:
  • Receiving brokerage and service tax from insurers
  • Reconciliation
  • Pendency reporting
  • Generating supplementary billings if any
  • Income and profit analysis
  • TDS reports
  • service tax reports
• Renewal Reporting
  • This section of Insurance agents software BimaPro is for tracking renewals of policies. This includes :
    • departments wise, RM wise reports for due renewals
    • Renewal reminders
    • Renewal request letters through mail, email and SMS.
• Claims Management
  • Claim management is also very important section of our insurance agency management software BimaPro. This includes:
    • Step wise reporting of claims to know exact status of claims.
    • Claim ration and and claim ageing analysis
    • Department wise claim analysis.

4. Life Insurance:

This section of our Insurance Agency Management software BimaPro is to manage your life insurance business. Sub-modules in this are :

• Business Profile Management
  • This section of Insurance agents software BimaPro is to manage policy details, which includes :
    • Policy data entry to system,
    • Endorsements if any,
    • Installment payments,
    • Policy status tracking.
    • Policy no entry and policy dispatch to the customer.
• Premium Payments Reporting
  • This section of insurance agents software BimaPro is for premium payment tracking of policies. This includes:
    • Executive wise and departments wise, reports for due premium
    • Premium reminder
    • Premium request letters through mail, email and SMS
• Commission Reconciliation
  • This section of our insurance brokers software takes care of brokerage reconciliation part in life insurance section. Which includes:
    • Receiving brokerage from insurer
    • Reconciliation
    • Pendency reporting
    • Income and profit analysis
    • Different analysis reports for your marketing executive
    • TDS reports
• Money Back Reporting
  • This section of insurance brokers software SAIBA enables you to track money back policies, so you may intimate your customers about refund and you may assist them in the same.

5. Mutual Funds Management

In our efforts to provide maximum utility of the money invested in buying our insurance agents software BimaPro we had also added management of your mutual business.

• Mutual fund details entry
• Redemption details entry
• tracking of current NAV trends
• Brokerage earned analysis
• Customer portfolio management
• Portfolio reporting to customer
• Bill generation to brokers

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