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Description

COREFIN Insurance & Broker offers a tailored management solution built on Microsoft Dynamics 365, allowing insurance companies and brokers to oversee their entire operations while obtaining a comprehensive view of their customers. This innovative platform merges flexibility and scalability with an intuitive interface, empowering businesses in the insurance industry to organize their operations effectively and evaluate their performance metrics. It is designed for maximum control, enabling users to set up new products and services while managing the system independently, without relying on IT support. Additionally, it allows for the definition of business processes and procedures in real-time, ensuring that all operations adhere to established guidelines. Automated workflows streamline every process, guaranteeing that staff members adhere to business protocols consistently. Furthermore, all activities and data are monitored and stored in a single repository, making them easy to access and analyze within the CoreFin Insurance Core System, which ultimately enhances decision-making and operational efficiency for users.

Description

InsuredHQ has developed an insurance infrastructure platform that optimizes the management of policy management, tasks, claims, invoicing, documents, quotes accounting, and reports. It gives you complete visibility into what’s happening in your insurance organization, all in one place, and is quickly tailored to the processes you already have established. We work with our customers to automate the administration of all of their insurance needs and in a way that is suited to the needs of their customers. InsuredHQ is a platform designed to fit your requirements and grow your business. Whether it’s adding more insurance products, extending to other markets, or expanding to new countries, InsuredHQ helps take advantage of every insurance opportunity.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365
Stripe
Xero
Yodlee

Integrations

Microsoft Dynamics 365
Stripe
Xero
Yodlee

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

1% of premium
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Corefin

Founded

2008

Country

United Kingdom

Website

www.core-fin.com/crm-insurance-software.html

Vendor Details

Company Name

InsuredHQ

Founded

2013

Country

New Zealand

Website

www.insuredhq.com

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

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