Policy Pro CRM Application
Policy Pro is a CRM application for Insurance Brokers which handles a
customer contact through initial enquiry, policy sales, payment and renewal year
The application captures inbound enquiry emails generated on sales websites, converts
them into database records and presents them to a dedicated sales team as new sales
leads. The sales functionality drives the sales team to complete the sales process
on all leads, and gives visability to the sales manager on sales completion figures.
The customer records form a CRM system and include multiple email, telephone and
address records, along with links to all current and historical sales and policy
Policy records include normal policy details such as Insurer, currency, cover date
and policy type. Additionally each policy record includes detailed financial transactions
in multiple currencies, gross premium figures, commission sales and insurer payments.
This data is used for detailed financial reports.
What we did
- C# programming
- Databse Design
- .Net Development
The company had been using filing cabinets and manual consolidation to manage all
aspects of admistering the brokerage. This system has reduced errors and duplication
in the filing system as well as giving huge benefits to the invoicing system and