Description
Policy and Claims Management for Perfex CRM
Policy & Claims Management for Perfex CRM
Policy & Claims Management for Perfex CRM is a powerful module designed for insurance agencies and agents to efficiently manage insurance policies, claims, renewals, commissions, and automated notifications — fully integrated with Perfex CRM.
Key Features
Insurance Policy Management
- Create and manage all insurance policies from a centralized dashboard
- Create insurance companies directly within the module
- Create customers instantly using name and mobile number
- Attach policy documents and multiple additional documents
- Track policy status with easy updates
Claims Management
- Create claims linked directly to policy number
- Manage detailed claim information including:
- Claim type and priority
- Claim status workflow
- Incident date and location
- Nature of claim and estimated cost
- Upload and manage claim-related documents
Renewal Management & Automation
- Pending renewals overview
- Pending renewal amount summary
- Urgent renewals (policies expiring within 2 days)
- Renewed policies tracking
- One-click renewal status update
- Clone expired policy and create a new policy instantly
- Automated email renewal reminders
