Insurance Management Software: General Information

To withstand a tough competition and to provide benefits to the clients, both small and large insurance companies have started using insurance management software. These software solutions make the process of business management extremely easy because it allows the clients to remain informed regarding their policy and the benefits it provides.

How Insurance Management Software Works

The admin user at the brokerage company has the responsibility for creating client portals and inviting both brokers and client users to use these portals. Given below, is a brief overview of how these users are set up, and their respective roles in online insurance management software:

• The Admin User – This is usually the profile of the employer of an insurance company. They are required to assign the broker and a client user after their project has been set up.

• The Broker User – This user is the employee of the brokerage firm managing insurance policies for the clients. Their main responsibilities are uploading, editing, and deleting the insurance documents.

• The Client User – The client gets user credentials to have a look at the insurance documents and downloading the insurance schedule in an excel format.

How This Set-up Helps

This set-up helps in insurance management because it enables clients to access their insurance documents anytime, anywhere. To help the users understand the usage of online software better, most service providers make available comprehensive videos on their web portal. Clients, brokers and employer can access those videos to understand basic features regarding the software, and how it works.

FAQs: Understanding Insurance Management Software Better

All the users can get important information through the FAQs provided on the portal of the service provider. It has answers to some important queries such as:

• What are the concepts of users and related entities in the online solution?

• What can I do with the solution?

• How do I login as a Broker Administrator?

• As a Broker Administrator can I access my Administrator Panel through my smartphone?

• What is the difference of permissions between a Broker User and a Client User?

• Is there a file type or size limitation for uploads?

• How many Client Portals can I create?

• How many users can I create for one Client Portal?

• Can a Client Portal be used by anyone I designate?

• Who is notified when I post a message?

• Can I reply to a message from my email Inbox?

• Can a Client User add documents to the Policies Summary?

• Can a Client User add files to the Message Board?

Modern insurance companies do need high-end software that can make the process of policy management easier!