Audience
Insurance and broker software for companies
About COREFIN Insurance Software
COREFIN Insurance & Broker is a vertically customized management solution based on Microsoft Dynamics 365, which enables insurers and insurance brokers to manage their whole business and gain a 360-degree view of the customer. COREFIN combines the flexibility and the scalability of the platform in a user-friendly and intuitive way to help companies in the insurance sector systemize their business and analyze performance! Developed in a way so you can take maximum control of setting up new products & services and manage the system without the need of IT help, define business processes and procedures - all in real-time! All processes are streamlined with automated workflows ensuring staff follows business procedures strictly. All data and activities are tracked, accessible in a single source and easy to analyze within CoreFin Insurance Core System.
Integrations
Company Information
Corefin
Founded: 2008
United Kingdom
www.core-fin.com/crm-insurance-software.html
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InsuredHQ
InsuredHQ is a mission-critical, cloud-based, insurance infrastructure application that provides complete end-to-end policy, claims, accounts, and document management systems for mid-market insurers, MGA’s (Managing General Agent), and Brokers.
Our capabilities allow our customers to rapidly create products and sell policies to service a variety of business lines and has resulted in partnerships with some of the world’s most interesting insurers and channels to market across Australia, NZ, the US, and the greater APAC region.
All of this is made possible through the InsuredHQ Core, our insurance administration platform, which makes scalable insurance solutions easy from a single seamless integration.
Our stress-free setup process means our partners are quickly ready to go and can leverage an API that’s easy to integrate into any existing purchase path or distribution channel.
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Broksy
Developed in a way so you can take maximum control of setting up new products & services and manage the system without the need of IT help, define business processes and procedures – all in real-time! Our enterprise-wide insurance software solutions offers highly customized CRM functionality plus off-the-shelf add-ons for Insurance & Brokerage. All processes are streamlined with automated workflows ensuring staff follows business procedures strictly. All data and activities are tracked, accessible in a single source and easy to analyze. While you work to convert leads to clients, it is necessary to maintain individual client & sales record. Capturing and maintaining client policy details e.g. effective date, renewal rate, premium, plan sold, carrier and other details allows agents to effectively service clients and stay of top of sales.
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RiskVille
RiskVille can help you automate core routine tasks within policy, claims and risk management. Manage your day-to-day operations including customer relationships, claims, policies and risks in one system. RiskVille is a cloud-based solution designed for any type of insurance business. We understand your business and know how important it is to see not only the whole picture of the business results but also to carry out carefully and accurately daily operations. Free up your people from doing monkey jobs and let RiskVille automate their routine. We all have audits and want to meet auditors with a smile feeling secure and compliant. Improve compliance by making audit processes more straightforward. RiskVille is GDPR compliant and hosted on the safe and secure Microsoft Azure platform ensuring safety and security for your data and processes. You can exceed clients' expectations by providing access to policies and claims via a simple online interface or friendly remind them about renewals.
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FormFire
For Employers, spending less time managing their group’s benefits means spending more time focusing on the core of their business - people. Quote, sell and maintain small groups without the hassle of paper and multiple platforms. FormFire makes managing group benefits quicker, easier and more attractive for small groups. FormFire's platform makes the process of collecting Employee data simple. Plus, it empowers Brokers to gain and retain more clients. At renewal, quote every available plan, whether ACA or medically underwritten, without having to exchange a single piece of paper. With the help of a trusted Broker advising them, Employers can make the best decision about what plans to offer in a digital marketplace – from major medical to pet insurance. Employees can make plan selections online, comparing options and pricing in real-time.
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Product Details
Platforms Supported
SaaS
Windows
Support
Phone Support
Online
COREFIN Insurance Software Frequently Asked Questions
COREFIN Insurance Software Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Life & Health
Policy Management
Property & Casualty
Quote Management
Insurance Rating