delight insurance is the perfect tool for insurance brokers and consultants, with the need of flexible and fast access to address data, correspondence, contracts, claims, commissions, campaigns, documents, appointments, tasks, reports, etc. It can handle unlimited amount of contracts per customers. Each contract is associated with a consultant, too. An expiration date can be set on each contract. Sometime before the contract is going to expire, you will receive a reminder message to check the contract. It can handle as many products as the business needs like life insurance, property insurance, car insurance, credit statements, etc. Products can create and managed by the owner of the software itself. For each product one can define your own fields. Only the relevant fields are visible on each product. It can handle detailed address data, a photo or company logo, documents, notes and pictures and manage detailed journal history to each address. All correspondence including documents, emails, SMS, phone calls etc. of an address are stored in the journal history. With the graphical appointment management, multiple calendars can be managed at the same time people, rooms and equipment. On request, appointment confirmations can be sent automatically by email or SMS. All pending tasks are listed in the task list. Having the premium version, all fees and commissions can be calculated and settled with extensive configuration abilities on flexible career plans to commission levels, different ways of structure calculations and excessive special agreement options on the consultant/employee and the own company. The payments and commissions to the agents/consultants can be paid on extensively configurable payment plans. Optional reserves can build on different reserve account. The Campaigns management, which is available from the professional version, handles your advertising campaigns, the planning of events etc.
VERSION HISTORY
- Version 4.0 posted on 2015-08-19
New Features and Bugfixes, please check out the news on our website for more information. - Version 3.0 posted on 2012-08-20
Ribbon-Menues, different optimizations, improved commission controlling, system scripts, store and restore views, improved end extended filter and search dialog, improved and extended acl, better quality PDF exports...
Program Details
- Category: Business > PIMS & Calendars
- Publisher: delight software gmbh
- License: Free Trial
- Price: $3500.00
- Version: 4.0
- Platform: windows
EULA
Software Lizenzbestimmung delight software gmbh bernimmt keine Haftung fr Schden an Hardware, anderer Software, Betriebsausfllen, Datenverlusten und/oder anderen Vorfllen und Ausfllen jeglicher Art, die durch die Nutzung oder Installation einer Software der delight software gmbh verursacht werden knnen. Der Benutzer/Kufer ist vollumfnglich dafr verantwortlich, die Software zu prfen und zu kontrollieren. Er bernimmt jegliche Haftung fr seine erworbenen Lizenzen. delight software gmbh bernimmt gegenber Dritten keine Haftung fr Schden an Hardware, anderer Software, Betriebsausfllen, Datenverlusten und/oder anderen Vorfllen und Ausfllen jeglicher Art, die durch die Nutzung oder Installation einer Software der delight software gmbh verursacht werden knnen. Software der delight software gmbh darf ohne ausdrckliche, schriftliche Genehmigung nicht an Dritte weitergegeben, vermietet oder ausgeliehen werden. Das Vervielfltigen einer Software der delight software gmbh oder Lizenz ist nur fr die Erstellung einer eigenen Sicherheitskopie erlaubt. Die Installation auf/an mehreren Arbeitspltzen ist untersagt, es sei denn, es wurden die entsprechenden Softwarelizenzen erworben. Fr jede Installation auf einem Arbeitsplatz ist eine entsprechende Softwarelizenz der delight software gmbh erforderlich. Diese Bestimmungen gelten fr alle Softwareprodukte und Softwarelizenzen der delight software gmbh sofern nichts anderes schriftlich vereinbart wurde. Im brigen gelten die allgemeinen Geschftsbedingungen (AGB) der delight software GmbH.