SIMPLE & EASY

Insurance & Investment Agency Software

AUTOMATE YOUR SALES, SERVICES, CLIENT ENGAGEMENT AND OPERATION

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What does Insurance & Investment Agency Management Software offer?

Membroz is India’s one of the best Insurance & Investment 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.

How does Insurance & Investment Agency Management Software change your business?

Membroz Best Insurance & Investment 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 Insurance & Investment Agency Management Software. Membroz’s Insurance & Investment Agency Management 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.

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Features of Insurance & Investment Agency Management Software

Provide the functionality to manage your Clients

Clients Management

Complete control on clients profile and Policy enrolment. Easy way to configure payment terms.

Payment & Billing

Easy and secure access, auto generate bill based on payment terms, create invoices, receive payments online and keep track of payments.

Enquiry Management

Capture enquiry generated from various sources like website, reference and direct meet. Manage follow-up and closer.

User Access Control

Manage users, profiles, roles and groups, record and data sharing based on users, protects confidential information.

User Activity Audit

Get a complete timeline of all user activities, user session monitoring capability, detect and stop malicious user activities.

Sales & Performance Track

Manage & monitor sales performance of the team and individual, record sales performance data, monitor team progress, generate reports.

Read What Our Happy Clients Says

Our Most Valuable Customers !!

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