INSURANCE

Plineo Insurance keeps operations in pace with business growth. Engineered in compliance with industry standards and supported by a secure integrated infrastructure to stream workflows and facilitate the generation of quotations, policies and tracking of claims. Plineo insurance seamlessly integrates all these operations to let your team have the efficiency edge.

ALL YOUR INSURANCE POLICIES NEEDS

Plineo supports all types of insurance policies [General, Corporate, Marine, Personal, Medical, Life, financial planning, Motor, Home, Travel, etc...

• Design template reports and generate them directly once required: welcome letter,
  liability letters, summary of policy cover, etc...
• Easily create policies from existing quotations
• Generate endorsements with a single click
• Manage pending requirements for policies & Reminders for policy renewals.

FOLLOW UP ON YOUR CUSTOMERS CLAIMS

• Track your customers’ claim history
  Keep track of claims settlements
• Integrated billing
  Bill your customers for their policies and claims
  Directly Post the bills to the accounting department
  Generate detailed production reports with a click

MANAGE YOUR LEADS AND ACHIEVEMENTS

• Manage your campaigns, Leads and Prospects and Keep track of the progress. Set budgets for your sales teams, and check your forecasts easily by type, team or member. Generate easily any insurance proposals and quotes and keep track of the stage, requirements, activities… Submit to insurers and convert it to a Policy once approved by all parties.