Insurance manager
… Managing your Insurance Portfolio
 
Overview
 
Insurance manager is a software tool, assisting organizations in effectively monitoring and tracking insurance policies, premiums and claims associated with various interests such as protection of machinery, employee health, fire hazards, motor vehicles etc.
 
For whom is Insurance Manager?
 
Insurance Manager is a useful tool for the officers who advice the management on the insurance requirements of the Organization as well as for those officers who monitor and track the claims. If you have more than 15 policies and monitor more than 20 claims at any instance, then Insurance Manager is for you.
For example, if you have a group MediClaim Policy, you may have to file and monitor each claim. Insurance Manager will help do this effectively.
 
Why should I use Insurance Manager?
 
Insurance Manager provides efficient maintenance and storage of Insurance information of an organization. It will provide:-
  • Instantaneous access to information on Policies, Premiums and Claims.
  • Ready information on Pending Claims
  • Timely reminders to renew expiring policies before they expire.
  • Information to find out what is insured and what is NOT insured.
  • Agency-wise business given and claims outstanding.
  • Insurance Company-wise business given and claims outstanding.
Which Insurance policies can I store in Insurance Manager?
 
You can store and maintain ALL types of Insurance policies from various Insurance companies in Insurance Manager. For example:

MediClaim
Irrespective of whether your organization has a centralized or departmentalized method of maintaining mediclaim policies, you can maintain separate and/or group health policies of all your employees in the system. You can capture details of all your employees and their dependents as well as the insurance covers under which you or your staff are covered; including policy validity information, sum insured, premiums paid etc.

Motor
Policies covering a single vehicle or a policy covering a fleet of vehicles can be recorded into Insurance Manager. You can enter motor related covers such as motor own damage, third party liabilities.

Engineering
Policies such as Erection All Risk, Construction All Risk or Machinery Breakdown Policies.

Marine
Open Policies and declarations on a regular basis.

Fire
Insurance policies covering premises, factories and contents can be stored within Insurance Manager. You can also enter detailed insurance covers such as Loss of Profit, Stock, and Earthquakes and monitor your entire organization's risk profile.

 
Can I also record Claims against these insurance policies?
 
Of course! Insurance Manager allows detailed management of Claims that are either INTIMATED, PENDING or are SETTLED by your Insurance Company. You can record details such as:
  • Claim intimated by Policy.
  • Diary of events till the claim is settled.
  • Multiple payments received against a claim.
What kind of information can I get from Insurance Manager?
 
Insurance Manager provides a wide range of reference information for instant use:
  • Claim tracking
  • Policies expiring for Renewals
  • Location-wise analysis of policies, premiums and claims.
  • Insurance agency-wise analysis of policies
  • Searching data for specific details
  • Details of endorsements
  • Aggregate business given to Insurance Cos/Agencies
  • Location-wise Sum Insured and Premium.
What kind of computer do I need to run Insurance Manager?
 
Insurance Manager requires the following resources on your computer:
  • A PC with an installed copy of Microsoft Windows 95/98/NT/2000.
  • A CD-ROM drive to run the Insurance Manager installation program.
  • Minimum of 5MB of hard disk space for Insurance Manager program files.
 
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