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Insurance Management – Dash SaaS Add-on

  • Pre-Required : WorkDo Dash SaaS
  • Free 6 Months of Support
  • Free Lifetime Updates
  • 100% Money Back Guarantee
$ 69

Efficient Policy Management

Centralize policy creation, issuance, and renewals to streamline operations and reduce administrative burdens.

Automated Premium Calculation

Ensure accurate premium calculations with real-time data, minimizing errors and manual input

Compliance Tracking

Easily manage regulatory compliance through automated updates on industry standards and legal requirements.

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Reinsurance Agreements Management

Effortlessly track and manage reinsurance agreements, including policy coverage and premium sharing.

Reinsurance Claims Handling

Automate reinsurance claim processing and reimbursement tracking, improving efficiency and accuracy.

Risk Assessment Tools

Use detailed risk evaluation tools to assess coverage needs and adjust agreements accordingly.

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Comprehensive Risk Assessment

Assess policy risk levels through detailed underwriting requests, ensuring informed decision-making.

Streamlined Decision-Making

Track and store underwriting decisions and notes in one place, reducing the time taken to evaluate risks.

Client Information Access

Access client and policy data instantly, improving the speed and accuracy of underwriting processes.

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Regulatory Document Management

Organize and manage regulatory documents and compliance records, ensuring up-to-date legal adherence.

Compliance Monitoring

Keep track of compliance statuses for policies and easily generate reports for audits.

Risk Mitigation

Automate alerts for non-compliance, allowing teams to address issues promptly and avoid penalties.

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Marketing Campaign Tracking

Manage and monitor marketing campaigns targeting specific insurance customers, tracking leads and conversions.

Campaign Lead Management

Efficiently track leads generated from marketing efforts, ensuring follow-ups and customer engagement.

Budget Control

Stay on top of campaign budgets, monitoring expenses, and optimizing marketing efforts to maximize ROI.

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STRONG BRAND

Efficiency at Your Fingertips

Efficiency is at the core of our Insurance Management Module. With intuitive interfaces and automated workflows, you can streamline administrative tasks, allowing you to focus more on growing your business and serving your clients effectively. Say goodbye to manual processes and hello to increased productivity.

Insurance Management – Dash SaaS Add-on
Insurance Management – Dash SaaS Add-on

Precision and Accuracy

Accuracy is paramount in insurance management, and our platform ensures data consistency and real-time updates. Centralized information storage eliminates errors, providing you with accurate client, policy, and financial information whenever you need it. Make informed decisions with confidence backed by reliable data.

Compliance Confidence

Compliance is simplified with our Insurance Management Module. Stay on top of industry regulations and standards effortlessly, ensuring adherence to legal requirements and implementing best practices for data security and privacy. Maintain compliance with ease, giving you peace of mind in a highly regulated industry.

Insurance Management – Dash SaaS Add-on
Insurance Management – Dash SaaS Add-on

Insights for Informed Decisions

Insightful reporting and analytics provide valuable insights into your insurance operations. Track key performance indicators, monitor trends, and identify opportunities for improvement. With comprehensive reporting tools, you can make data-driven decisions and strategize effectively for future growth.

Effortless Claim Management

Initiate and manage insurance claims effortlessly with a single click using our intuitive Claim Management feature. With streamlined access to the claims process directly within Dash SaaS, you can seamlessly submit claims, track their progress in real time, and ensure prompt resolution. Simplify communication with insurers and clients, enhancing efficiency and customer satisfaction throughout the claims journey.

Insurance Management – Dash SaaS Add-on
Insurance Management – Dash SaaS Add-on

Renewals Made Easy

Never miss a policy renewal deadline with our Renewal Management functionality. Automatically track policy expiration dates, send timely reminders to clients, and streamline the renewal process with automated workflows. Ensure continuity of coverage and maintain strong client relationships by simplifying the renewal process from start to finish.

From our system

Screenshots from our system

To explore the functionality and usage of these add-ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.

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Contact Us for Support :

Item support includes:

  • Answer pre sale questions or query
  • Answering technical questions about item's features
  • Assistance with reported bugs and issues
  • Help with included 3rd party assets
  • Free Installation services in some cases

However, item support does not include:

  • Customization services