|
delight insurance Premium
-
Version
3.1.3
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
|