Insurance Brokers Management Software Features - Ozone Insuria

Cloud-based and Interactive Software

In Today's Industry many Insurance agencies are using Insurance Agency software, which had helped them to boost the efficiency of the overall work flow of the company.   Ozone Insuria is a cloud based InsuranceErp Software for brokers that has a single server license which can incorporate unlimited users and branches. By implementing this software into your routine business operations, you can manage and monitor all your business centres – branch(s) / agency (s) – from any part of the globe.

To provide all necessary business information on-demand, this ERP software is structured with client-server architecture. To restrict application users who reach on your critical business information, you can implement access restriction policies. Also, Ozone Insuria generates robust MIS reports to evaluate business production and all these reports can be exported to PDF or MS Excel format.

Functional Overview of Insurance Brokers ERP System

Policy Management

• Policy Register
• Endorsement
• Claims

Finance Management

• Book keeping
• Voucher management
• Prepaid expenses booking and allocation
• Fixed Assets depreciation management(Depreciation allocation & booking)
• Statement of accounts(Ledger, Trial Balance, P&L Statements, Balance Sheet)

HRMS

• Employee leave register
• Payroll processing

MIS

• Business reports - Production, Renewal, Renewal lost
• Receivable and Payable statements with Ageing analysis
• Claims Analysis report
• Turn Over report - Insurance co wise and profit center wise
• Brokerage report

Contact Us to Know More about Ozone Insuria

If you are interested in purchasing our Insurance BrokersManagement Software, then you can reach us by phone or email. We can offer you customizable options for Ozone Insuria that will be fully compliant to your insurance brokering requirements.