mZapp Insurance Broking suite is a web based product built on an open architecture, with enormous flexibility for insurance broking houses. Our approach is to deliver a solution that can increase processing productivity, show a quick return on investment, reduce expenses and help facilitate growth.
- Specially tailored for insurance broking industry
- Eliminates paper work to a large extent
- Generates important reports for smooth execution of business activities of the organization
- Flexible and customizable to meet specific broking requirements in order to serve your clients better
- Best and cost-effective platform, which is proportionate to business growth
- Handles all facets of General and Life Insurance policies across various insurers
- Motor
- Property
- Travel
- Liability
- Health
- Marine
- Corporate
- Individual and Group policies
- Money-back, Term life and Whole life and ULIP
- Endowment and Whole life endowment
- Individual Pension and Group Pension
- Admin
- Easy creation of users and guest accounts
- Activate and deactivate the users and guest accounts
- Configure role based access control for different groups of users
- Configure multi-level organization structure
- Create a designation tree for the entire organization
- Set the sharing access between the designations
- Set the record level access control for all the tasks
- Set the field level access control for all the tasks
- Back up and restore the database
- Maintains details of insurance companies and its branches
- Handles various types of insurance products
- Configurable additional premium details which can be mapped to the insurance products
- Maintains insurance related configurations
- Creation of Policy Checklist and Claims Checklist
- Sample Reports:
- User Log report
- Role based privilege report
- Active/Inactive user report
- Claims Management*
- Handles multiple lines of insurance claims
- Tracks and controls the progress of each claim, ensuring that, they are on schedule
- Maintains historical record of all claims
- Claims Status report tracks the completion of necessary actions
- Sample Reports:
- Total Client wise claim report
- Document Checklist report
- Claim Status report
- Pending Claim report
- CRM & Policy Servicing
- Tracks information on prospective customers, and then qualify and assign enquiries
- Notify sales reps when deals are assigned to them
- Easily convert qualified leads into potentials without data re-entry
- Monitoring the progress of each customer transaction from an initial contact, close of sale upto post-sale support
- Assign priorities to potentials and leads
- A complete view of accounts to identify top customers and prioritize service needs
- Customized templates to create and send e-mail messages to prospects and customers
- Provides an efficient user-friendly interface to create and manage a centralized repository for customer information
- Facility to track tasks and activities
- Forecast sales, measure business activity and performance, track sales and service success, as well as identify trends and problems
- Maintain a historical record of all activities
- Valuable reports that help to identify common support issues, evaluate customer needs, track processes, and measure service performance
- Enabling workflow for the entire lifecycle of insurance policy administration
- Handles insurance policies of various companies
- Generation of dynamic proposal forms for the selected policy type
- Provides check list for policy creation
- Dynamic creation for additional premiums against the policies
- Dynamic renewal reminder/alert through e-mails to the clients
- Smooth handling of premium installments
- Provision for selecting endorsements types
- Provision to track and view expired policies based on date range
- Conventional Sales process from lead generation to close of sale through:
- Enquiry - Gather requirements from prospective potentials
- Requirement Analysis - Analyze the gathered requirements, based on the availability to provide a solution to the prospective potentials
- Sample Reports:
- Policy report
- Pending Proposal report
- Periodic Brokerage collection report
- Service Tax collection report
- IRDA report
- Accounts
- Accounts Receivable
- Reconciliation of Brokerage Amount, Service Tax and TDS against the received cheque from the insurance companies
- Maintains one or more brokerage cheques in a single receipt entry
- Maintains multiple status for brokerage payments
- Facility to receive partial brokerage payments from the insurance companies
- Generate service tax bill to follow-up with the insurance companies
- Print and view complete transaction details, including the details of receipts and keep a complete transaction history
- Viewing your receipts by bank range, customer range, receipt status, transaction type, date range, year and period range, and receipt number range
- Reconciliation of Tax Deduction at source values against each policies
- Reconciliation of brokerage amount against policies and endorsements
- Status based receivables history
- Accounts Payable
- Calculate and make referrer payments
- Transaction detail reports by referrer, by expense, by cost centre, etc.,
- Sample Reports:
- Brokerage Collection report
- Service Tax Bill report
- TDS deduction report
- DMS
- Accessing documents at any time from anywhere
- Storing of your key documents in custom folders
- Search the documents using keywords
- HR & Payroll
- Efficiently handles the employee enrollment and payroll process
- Easily configure salary heads and salary structure
- Customizable deductions such as PF, ESI etc., can be integrated depending on the geographical locations
- Customizable loan facility with user defined loan type
- Consolidated view of employee attendance for any month
- Auto-generation of payroll with leave & multi-loan reflection
- Facility to lock monthly payroll process
- Multiple asset allocation to employees and return management
- Configurable holidays with respect to locations
- Powerful search facility and filtering options
- Sample Reports:
- Employee Profile report
- Consolidated Attendance report
- Payslip report
- Payroll Summary report
- PF, ESI statutory reports
- Asset Management
- Efficiently handles asset sourcing category wise
- Search options for assets by category, group, vendor
- Asset requisition is linked for approval
- Keeps track of assets allocation and recovery
- Full details of AMC for all assets with reminder for renewal of AMC
- Sales and disposal of assets are tracked
- Configurable check list for preventive maintenance activities
- Keeps track of the status of service of assets
- Sample Reports:
- AMC List
- Asset by Request
- Asset by Approval
- Preventive Maintenance
- Ticket Management
- Keeps track of issues reported
- Categorize the ticket with required priority
- Storing of documents related to tickets
- Status of ticket can be tracked in Ticket Follow-up
- Tickets can be allocated or re-allocated to the respective teams
- Configurable Ticket Types
- Tickets can be allocated from a centralized office to various designations based on the defined hierarchy
- Sample Report:
- Periodic ticket summary report
- Turnaround time analysis for issues
- Pending issues report
- Team wise re-allocated report
- E-mail Management
- Configurable option for sending e-mails
- Supports IMAP and SMTP protocols
- Provision for blocking e-mails
- Alerts
- Alerts can be configured to send messages through SMS or e-mail
- Sample alerts:
- Next installment collection alert
- Policy Renewal alert
- Cash Deposit balance reminder alert
- Proposal to policy conversion alert
- Reports
- Unlimited reporting capability - Generates infinite reports with real time information for informed decision making
- Quick generation - Generates reports quickly through an intuitive report wizard
- Flexible converting options - Option for exporting reports to multiple file formats
- Tabular reports for simplest & fastest way to list data
- Summary reports to list data with subtotals and other summary information
- Multi-module reporting capability to analyze critical business activities
- Facility to convert reports into graphical representation of charts
- Deployment over the internet for global access
- Built with Web 2.0 standards
- Multi user operations built with cutting edge technology
- Reduced manual intervention
- Reduced transactional costs
- Improved end-user satisfaction
- Facilitates collaboration across your team
- Increase your customer service levels
- Eliminates delays and improves accountability
- Robust and Scalable enterprise class solution
- Eliminates data redundancy
- Greater control over routine activities and the elimination of redundant tasks
- Context-sensitive help
- Encrypted Password Protection
- Provides vast library of reports
- Export reports into XLS and PDF format and print reports instantly
The Admin module provides the interface to setup and manage the insurance broking process. It is the place to create and administer users, and assign permissions to them. It also provides facility to set and tweak configurations related to Insurance.
Claims creation, tracking and management forms a part of the core general insurance broking process. It simplifies the cost of processing, and handles damage and shortage claims. It unifies the tedious, error prone processes tied up with claims. The software handles all areas of claims management including claimant information tracking, damage inspection information and claim settlements.
It enables you to serve your customers and prospects better. It houses all the critical business information of an organization that is needed to develop effective sales, marketing and customer service strategies.
The Accounts module includes: Accounts Receivable and Accounts Payable with extensive reporting capabilities.
Accounts Receivable represents brokerages that have not yet been collected from the insurance companies. With Accounts Receivables module, you can manage your fund flow by keeping track of outstanding receivables.
The Accounts Payable manages all payables including the administrative expenses
This module helps in organizing, managing and keeping track of documents so that you can find them whenever you need them. With this module, you can create and maintain a secure document repository, quickly search and retrieve documents.
HR & Payroll is an easy-to-use module that integrates and automates critical HR processes on a day-to-day basis. It helps you to track, monitor, analyze and report on all your employee related information.
This module tracks and manages the physical, contractual and financial data associated with assets throughout their lifecycle-from sourcing through disposal. Asset Management empowers you with firm understanding of how your assets are being used at every point of their lifecycle to help you identify possible cost savings.
Ticket Management keeps tracks of all issues related to policies, claims, and general insurance. It manages their allocation and follow-up. This helps to rectify and solve the issues quickly and thus ensuring customer satisfaction.
This provides the interface to send e-mails from the application either automatically or manually. Control panel provides the ability to manage the e-mails.
Alert will remind you when you have an important activity or an appointment. It is also integrated with the business activities by generating reminders based on the given configuration with respect to the tasks.
Reporting is a web-based analytical solution with unlimited report generation facility. It helps you create reports on the fly by connecting to the databases. You can define the structure and the way it is displayed. Other options include filtering, sorting, grouping and summarizing. You can then save it with a name of your choice. This report can then be regenerated by altering one of the parameters. For instance the date can be a parameter of sales reports. This tool can be used to generate any kind of report that is needed for the enterprise.
Benefits