As an insurance agency, you carry out an amazing range of tasks:

  • Promoting the company’s products
  • Providing insurance advice to clients
  • Updating yourself on the market
  • Drawing marketing strategies based on changing customer preferences …

With Praktora web, you can make all this a breeze! Praktora web offers you support from the prospecting stage right up to the claim settlement process. Several types of insurance – General, Motor, Life, Medical, Marine … and many more!

  • Provision for consulting or commission model
  • Support for group and individual policies
  • Claim processing with a link to accounts
  • Integration with HR and Payroll for your team
  • Document Management System to help manage all documents
  • In-built Word Processing and Spreadsheet tools, saving you license cost

Modules

General Insurance

Enquiry to policy, Reminders & Alerts, Data Analysis

Motor Insurance

Individual as well as Fleet

Life Insurance

Individual and Group Life

Medical Insurance

Individual as well as Group Insurance

Finance & Budgeting

General Ledger with concept of Sub-ledger, Fixed asset management

CRM

Tracking opportunities Contacts IP Phone Integration

DMS

All documents managed within system
Scanning of hard copies

HR & Payroll

Timesheets Salary Slips

Consultancy

Consulting contract & Consulting Portfolio

Claims

Customer claim, Settlement, History and Analysis

Marine Insurance

Individual Marine Shipments & Group Marine Shipments

Office Tools

Built in Word Processer, Spreadsheet, Email


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