Insure-IV Suite is a complete practice management solution for the Financial Services industry and consists of a selection of modules covering:
The Insure-IV Suite includes Microsoft Outlook integration, SMS services and Contact Management to cater for flexibility and integration. The product offers powerful reporting and workflow services.
The Contact Management application is the foundation of our product offering. With its central customer database, it can be used as a standalone application or combined with the other modules for a more comprehensive solution.
The Short Term Insurance solution allows you to create and manage a complete short term brokerage for both personal and commercial lines of business. Use the Financials- and Collections modules to collect premiums and manage accounts.
Complete your client's portfolio with data for their assurance, investments and credit life policies. Send visually appealing policy schedules and portfolio packs to both client and product provider.
The Medical Aid module allows you to keep record of your client's medical aid plan with member data and rewards programs.
Administer large scale Group Schemes or individual plans with the integrated Funeral module.
The Commission Administration module includes all the functionalities of a comprehensive commission management system.
Integrated online forms allow for online data to be integrated directly with the Insure-IV suite of applications. Our online Cloud service ensures that your forms are always available.
The Client Portal is designed to act as a direct and open channel between Client and Financial Advisor / Brokerage. Your client will be able to access the Client Portal from any digital device using secure login details.
Talk to us about the automation of the full Will and Estate process starting from initial invitation from adviser to client up until successful creation of the will.
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