View Image

delight insurance is the perfect tool for insurance brokers and consultants, with the need of flexible and fast access to address data, correspondence, contracts, claims, commissions, campaigns, documents, appointments, tasks, reports, etc. It can handle unlimited amount of contracts per customers. Each contract is associated with a consultant, too. An expiration date can be set on each contract. Sometime before the contract is going to expire, you will receive a reminder message to check the contract. It can handle as many products as the business needs like life insurance, property insurance, car insurance, credit statements, etc. Products can create and managed by the owner of the software itself. For each product one can define your own fields. Only the relevant fields are visible on each product. It can handle detailed address data, a photo or company logo, documents, notes and pictures and manage detailed journal history to each address. All correspondence including documents, emails, SMS, phone calls etc. of an address are stored in the journal history. With the graphical appointment management, multiple calendars can be managed at the same time people, rooms and equipment. On request, appointment confirmations can be sent automatically by email or SMS. All pending tasks are listed in the task list. Having the premium version, all fees and commissions can be calculated and settled with extensive configuration abilities on flexible career plans to commission levels, different ways of structure calculations and excessive special agreement options on the consultant/employee and the own company. The payments and commissions to the agents/consultants can be paid on extensively configurable payment plans. Optional reserves can build on different reserve account. The Campaigns management, which is available from the professional version, handles your advertising campaigns, the planning of events etc.