Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Whether your goal is to create and launch innovative insurance offerings, enhance your operational effectiveness, or gain deeper insights into your clients for a better customer experience, we are here to assist you. With over 40 years of experience in the general insurance sector, we facilitate the connection between brokers, MGAs, and insurers, ensuring access to the most competitive personal and commercial lines available in the market today. Our reliable software is designed to empower your business, enabling you to introduce various lines of business and adapt as your needs grow in response to market demand. Additionally, you will receive support from a team of specialists ready to address your unique challenges, allowing you to boost efficiency, elevate revenue, or minimize operating expenditures. Throughout the entire process—from design and development to delivery and beyond—you will receive valuable guidance on how to effectively engage with the market, leveraging access to a well-established Partner Network comprised of leading insurance service and solution providers. This comprehensive support ensures you remain competitive and well-positioned for future success in the ever-evolving insurance landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365

Integrations

Microsoft Dynamics 365

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

Open GI

Founded

1979

Country

United Kingdom

Website

opengi.co.uk

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

Alternatives

IMPACT Insure Reviews

IMPACT Insure

RiskFree

Alternatives

bluescape Reviews

bluescape

Total Systems
InsureEdge Reviews

InsureEdge

Damco Solutions
OPUS Reviews

OPUS

OMNIX Software Solutions
Go-Insur Reviews

Go-Insur

Pancentric Digital