OUR SOLUTION

Insurance (Agency) Management System

Our Insurance (Agency) Management Software Solution enables organizations to implement and manage any number of agents' compensation calculation. By automating compensation calculation processes across the users and agents, agents are spoilt with full digital experience with real-time, accurate data flow through any channel or device.

Main Features

• Register and maintain comprehensive agent profiles, including personal details, licensing, status, and related documentation.
• Support agent promotions and demotions with controlled approval workflows to ensure proper governance and auditability.
• Manage multi-level agent hierarchies to accurately reflect reporting structures, roles, and commission relationships.
• Compensation, Bonus and Financing Calculation according to each organizations needs and requirements.
• Tax Calculation including the ability to print the Tax Statements Reports according to Indonesia tax rules and regulation.
• Supports for multiple channels i.e. Bancassurance, Agency, Group and etc hence serving as a single solution for all the remuneration calculations.
• Features to generate the Commission Slip of the Agents which can be integrated with any agent-facing portal resulting in faster delivery to the agent.