Insurance broker software

Smart Policy Broker Portal is a broker centric insurance broker software that automates & organizes entire broker’s operation, right from Customer Quotes to Settlements i.e. settlement with customers and insurers.

The solution offers ease-of-use for the brokers to fully use all the standard insurance as well as customized insurance products, giving them an advantage to expand their current business potential.

It is a insurance broker software that makes life easy for the underwriter to capture the quote only once and then prints the data on several documents such as Risk Notes, Sticker/Certificate, Debit Note and Cash Receipt. Thus avoids manual duplication of work and manual handwriting.

The solution maintains the commissions rates track its receivables from the insurance companies, at the same time it manages the premium remittances to the insurance companies. By this the solution offers a huge relief to the broker in managing day-to-day operations.

On the renewals system is capable of sending automated Renewal reminders over SMS & Email, further provides tracking of expired and renewed policies.

System maintains end-to-end claim processes from Claim Intimation to its Settlement and closure with comprehensive reporting to track and efficient manage claims.

Smart Policy is a state-of-art insurance broker software for the broker, which makes their current operation smart & effective.

Smart Policy – Insurance Broker Software Features

Supports all Insurance Products

Supports Standard & Customized Insurance Products

Claims Tracking

Efficient Claims Tracking & Management

Renewal Reminders

Automated SMS & Email Renewal Reminders

Risk Note Automation

Automated Sending of Cover Notes to Insurer

Tracks Settlements

Tracks Insurer & Customer Settlements

Documents Management

Stores Documents & Pictures for Underwriting & Claims


Comprehensive Reports & Analytics

Financial Accounting

Integrated Financial Accounting

Integration Capabilities

Insurance Companies

Can Integrates with your insurance company systems to enable seamless business operations with your insurers

Mobile Apps & Websites

Can Integrate with Mobile Apps & Websites for online buying of insurance or online submission of claims

Regulatory Systems

Can integrate with your insurance regulatory authority systems for automated filing of Insurance Returns

Mobile Money Platforms

Can integrate with Mobile Money Platforms for receiving Mobile Money Payments and online settlements

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