Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
PROFIDA® stands out as our premier software solution, tailored for the diverse sectors within the Financial Services and Insurance Industry. For professionals such as insurers, underwriters, brokers, or advisers, it provides specialized features and support designed to enhance sophisticated practice management and elevate client service standards. Additionally, for clients managing larger or varied operations, PROFIDA® facilitates efficiency in handling high-volume business, opens avenues for cross-selling, and offers a comprehensive managerial perspective across all business units. With PROFIDA®, you can conveniently access your data through a standard browser interface, irrespective of your location, whether you're using a desktop, laptop, iPad, iPhone, or Android device. Our platform is compatible with Windows, Apple Mac, and Linux operating systems. Uniquely, it is the first software solution that serves both the life and non-life sectors, establishing PROFIDA® as the perfect software suite for any organization offering composite financial services products, thus positioning it as an essential tool for modern financial enterprises. Moreover, its versatility ensures that it meets the evolving needs of the industry effectively.
API Access
Has API
API Access
Has API
Integrations
Microsoft Dynamics 365
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$1000 per month
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
Computer Science Software
Founded
1998
Country
South Africa
Website
www.profida.co.za
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