Insurance broker

Zeron V/4 supports a solution for managing the business of insurance brokers

insurance is important

The solution supports the following functionality:

-          Entry of forms under strict accountability.

-          Moving forms under strict accountability between the objects the broker.

-          Cancellation of forms under strict accountability.

-          Insurance policy (a process for a signing procedure).

-          Flexible support of various data on the insured object.

-          Reminder for blank forms under strict accountability to the insurance policy.

-          Receipt to an insurance policy.

-          Refusal of an insurance policy.

-          Appendix to an insurance policy.

-         Automatic accounting of insurance processes.

-          Automatic calculation of commissions of the agent.

-          Monitoring of discounts for the client.

-          Processes for insured damages.

-          Notification to clients for expiring insurances by phone, email and SMS.

-          References to insurers.



  • Trade
  • Distribution
  • Retail
  • Subscriptions and billing
  • CRM
  • Manufacturing
  • Service
  • Planning and forecasting
  • Transport management
  • Project management
  • Accounting and Finance
  • Labor and Remuneration
  • BI
  • Management of external files
  • Document flow management
  • Business analysis references
  • Services
  • Holding management
  • Integration with external systems
send request