SIMPLE & EASY
Investment & Insurance Agency Software
AUTOMATE YOUR SALES, SERVICES, CUSTOMER ENGAGEMENT AND OPERATION
Membroz is India’s one of the best Investment & Insurance Agency Management Software. It is designed to be a user-friendly solution for managing your enquiries, receive online payment and efficiently manage your team’s tasks.
Our software complies with your business, whether you are a large agency with multiple branches or a small local agency. Membroz is the best solution for you.
Membroz Best Insurance Agency Management Software provides an easy solution designed to integrate administrative and connecting tasks related with running a clients based agency.
Manage your clients with our Online Investment & Insurance Agency Management Software. Membroz’s Insurance Agency Software removes time consuming work and provides facility to your employee with an easy, fast and modern way to manage your client’s policies. This software is user-friendly and provides features like policy renewals, payment management, a centralized & cloud-based client database and group email/SMS reminders.
Complete control on clients profile and Policy enrolment. Easy way to configure payment terms.
Easy and secure access, auto generate bill based on payment terms, create invoices, receive payments online and keep track of payments.
Capture enquiry generated from various sources like website, reference and direct meet. Manage follow-up and closer.
Manage users, profiles, roles and groups, record and data sharing based on users, protects confidential information.
Get a complete timeline of all user activities, user session monitoring capability, detect and stop malicious user activities.
Manage & monitor sales performance of the team and individual, record sales performance data, monitor team progress, generate reports.
Great experience till now.. the team is really supportive and ready to help anytime..definitely recommended for timeshare!! Cheers!
As an owner of Timeshare business, we need to track multiple programs and memberships effectively. Membroz - Timeshare Software does this rapidly, excellent club software for collecting payments, organizing and tracking members.
Our organization is immensely satisfied with the features provided by Membroz - Membership Software. With the usage of this Club Management software, we could see our all the data is manageable in one place. It is cost effective as well as user-friendly helping us to deliver the best outcome at the end of the day.