Over 10 years we help companies reach their financial and branding goals. Engitech is a values-driven technology agency dedicated.

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411 University St, Seattle, USA

engitech@oceanthemes.net

+1 -800-456-478-23

Example of Finance Projects

Insurance Management System

SOLUTIONS has developed a unique software result tailored to the needs of the insurance industry. Our insurance management system is loaded with features covering:

  • Insurance quote requests
  • Risk assessments
  • Billing and collections
  • Defined currency settings
  • Reference data and pricing models
  • Client and contract management tools
  • Agent management tools
  • Defined user roles and access

As with all of our software results, our insurance management solution has been designed to solve problems and streamline operations. From generating quotes and assessing risks to managing clients, contracts, and agents, nothing has been overlooked.

Insurance project

The software is highly secure with support for different user roles and authorization levels. Due to the sensitive nature of personal insurance information, it is vital that access is restricted only to those who are authorized. By defining different roles, you can restrict access based on the user’s role. For example, customer service representatives, insurance agents, and insurance underwriters all have different roles and need to access different information. The software allows you to set up access by role or by individual. In addition, administrators can quickly deactivate a user, change permissions, create groups, define user access, and more as needed.

No matter how you set up each user, all authorized ones must sign into the software using a unique username and password. The software automatically logs users out after a predetermined period of inactivity.

Useful, secure, and easy to use, our insurance management software is a complete solution designed specifically for the insurance industry. Learn more about our solution by contacting us today.