Mine Insurance - Cloud Based Insurance Data Management System

#01

5 Steps Process

Right business process will smoothen your daily business activity & it helps you in enhancing your business productivity. We have designed business process in such a way that you can exactly track each step of your business in the most effective manner.

#02

Detailed Dashboard

Your most important business data will be at your fingertips. In General Insurance, Renewal & Business data including your growth status will be the most important part. We have made it available on dashboard with figures & graphical presentation.

#03

Business Management

General Insurance business is one of the most complex businesses in terms of managing data in entire financial sector. We have made it easy for you. Get your entire business including Fresh business, Renewal Management, claim, renewal etc on your web login as well as on your mobile application.

#04

WhatsApp Integration

Stay connected with your clients through instant WhatsApp notifications! Automatically send policy documents, renewal reminders, and premium notifications directly to your clients' WhatsApp. Share PDF copies of policies instantly, either automatically upon upload or manually as needed.

#05

Renewal SMS, Email & Letter

Timely renewal of any policy is the most essential part of General Insurance industry. Our customers expect timely renewal reminders from us. Our business process helps you in generating timely renewal reminders so you or your valued customers never miss important renewals of their policy.

#06

User Management

Privacy of your valued client's data is always a top priority of any business organization. User right management helps you in allocating right work to right candidate. You can assign work to your staff & they have access only to such work what you have assigned to them.

#07

Sales Team Management

Our sales team is a lifeline of our business firm. They are our face to the market so it is our primary duty to keep our sales team updated with real-time data & business they are bringing into the system. We help you in keeping them updated with all required data.

#08

Sub Broker Management

In current competitive & growing market, sub brokers play important roles in business enhancement. In this competitive environment, our sub brokers need real time & accurate data for their business, renewals & claims. Our system helps you in keeping your sub brokers updated with all business data.

#09

Lead Management

Transform prospects into clients with our powerful lead management system. Track leads from initial contact through conversion, assign them to sales team members, monitor follow-ups, and analyze conversion rates. Our systematic approach ensures no potential business opportunity is missed.

#10

Task Management

Streamline your daily operations with our comprehensive task management system. Assign tasks to team members, set priorities, track progress, and ensure nothing falls through the cracks. Our 5-step process ensures every task is monitored from creation to completion, helping you maintain productivity and accountability.

#11

Quotation Management

Generate professional quotations instantly with our automated quotation management system. Compare quotes from multiple insurance providers, customize premium calculations, and share quotations with clients via email or WhatsApp. Track quotation status from creation to conversion.

#12

Manage Multiple Agencies

In this competitive market scenario it is very difficult for any insurance professional to work with any one single company. We help you in managing multiple agencies with all handy data & analysis.

#13

Claim Management

Claims management is the heartbeat of any insurance professional. An effective claims management helps you in quick & flawless claim process, so you can improve customer satisfaction and retention. We provide an efficient claims handling process which enables you to minimize the use of resources.

#14

Endorsement Management

Tracking of endorsement is equally important as tracking of business or renewal. We help you in tracking your each & every endorsement including Sum assured increase/decrease, Nil Endorsement, Name Transfer etc.

#15

Renewal Notice Upload

These days Insurance industry is one of the most happening industries. Almost every year rules & products are changing so it is critical for us to keep our customers & sales partners updated with changing era. Normally all insurance companies send us revised renewal notice & we help you in uploading the same in system.

#16

Commission Management

Manage commissions with complete transparency and accuracy. Track commission structures for different insurance products, calculate payouts for sales team and sub-brokers automatically, and generate detailed commission reports. Our system handles complex commission hierarchies.

#17

Brokerage Management

End of the day, it is all about earnings. One of the most complex structures in financial sector as it depends upon so many factors like Discount Grid, Age, Premium Slab, Make-Model, Fuel Type, Add On cover, Sum Assured Slab, GCV and much more. Our Brokerage management tool helps you in tracking your brokerage.

#18

Brokerage Reconciliation

Reconciliation of earned money is equally important for any business firm because it's the only way to get exact picture about your receivables & payables with your insurance providers & sales team. Our reconciliation process helps you in keeping your accounts up to date in lesser time.

#19

50+ Dynamic Reports

Proper reporting gives you right track on business development. Right reporting keeps you updated about what you are doing & how much you are doing. Whether you are on right track or not. Our dynamic reporting on many factors provides you all the data at your fingertips with advanced analysis of your business.

#20

Consolidated Reporting Life + General + Fix Deposit

Get a unified view of all your financial products in one place. Our consolidated reporting system seamlessly integrates Life Insurance, General Insurance, and Fixed Deposit portfolios, providing comprehensive insights across all investment categories. Track premiums, maturity dates, returns, and performance metrics from a single dashboard for better portfolio management and client advisory.

#21

Business Growth Analysis

Growth ratio is one of the most critical parameters to judge any business organization's success. Our handy growth analysis data helps you in tracking your business growth rate on regular intervals.

#22

Auto Policy Sharing

People spend most of their time on non-productive activities like searching policy copy, sending policy copy to their clients. We have made it automatic. Your client will automatically get policy via whatsapp or email as soon as you upload the same on the portal.

#23

Birthday & Anniversary Wishes

Send wishes & greetings to your valued customers on time & maintain healthy relationship with them. You can send them wishes via email, messages or WhatsApp.

#24

Android & IOS Application

Keeping all your business transactions at your fingertips. Our most dynamic & professional mobile applications help you as well as your team in keeping their business data with multiple reports on their fingertips. You can easily share your Policy copy, Policy details, Renewal Reminder, Renewal Notice to your customers.

24+ Key Features