Netis CRM Solution for Ambitious Insurers

Customer data management
Adding new, searching, and modifying the data about existing customers
Policy management
Creating new policy and management of existing one – suspension, reactivation, renewal, replacement and cancellation, premium collection
Finance & installment management
Integration with payment gateways, automated transactions, and bank flow, Retail payments, debit orders, PayAt, PayNow, Instant EFT. We offer terminal devices with offline capabilities.
Digital documentation management
Searching, adding notes as well as auto-emission, suspension, reactivation, renewal, cancellation of policies. Messaging options like WhatsApp and SMS