JBM Insurance Broking management solution, offers complete automation of LIFE and also NON-LIFE range of products. This highly configurable solution comes with optional add on features for CUSTOMER SERVICING PORTAL, which will enhance your marketability and service delivery process to the client. Designed to handle multiple currencies, the solution is bundled with many features.
You can manage your operations under a team with focus on specific products.
You can create any types of products under which a policy may be sold by the team. The product master is completely configurable.
To capture the technical information about the product, a dynamic template can be created thus making the solution customization free and completely configurable.
The accounting methods associated with the product can be configured to be either transaction based or deferred revenue recognition methods.
The solution covers the complete operations from Pre-sales till finalization of the accounting books.
Track all inquiries life cycle the business is confirmed. Ensure that every inquiry is responded to and converted to policy.
Flexible reconciliation of the parties, bank accounts using multiple methods including excel uploads.
Automated commission disbursements can be done by direct credits to the agents account or in integration with the JBM Payroll.
Never forget to renew any policy.System generated reminders and also follow ups to ensure successful retention of the business.
As a broker you can now track the claims of your customers and mediate and successfully settle to ensure a good after sales service.
JBM Financial accounting integration means just in time, accurate accounting. Eliminates all sorts of redundancy in the bookkeeping process.
Numerous internal as well as external notifications keeps the operations team aware of important tasks.
Go paperless with JBM’s Green Vault.Now you can attach electronic documents as a permanent document for future reference.
You can put any of the operational documents though the work-flow process and ensure that there is a control in every step.
