InsureSuite includes Microsoft Outlook integration, SMS services and Contact Management to cater for flexibility and integration. The product suite offers a modular design with powerful reporting and workflow services.
The Contact Management application is the foundation of our product offerings. With its central customer database, it can be used as a standalone application or combined with the other modules for a more comprehensive solution.
CommSplit includes all the functionalities of a comprehensive commission management system.
It is a powerful commission processing tool that allows you to easily import, consolidate, process and distribute commissions in your business.
InsurePortal is designed to act as a direct and open channel between Client and Financial Advisor / Brokerage.
Your client will be able to access the InsurePortal from any digital device using secure login details.
InsureSuite goes beyond software. It’s a complete practice management solution that simplifies your operations, strengthens client management, and gives you the confidence to scale.
Everything you need to run, manage, and grow your practice, in one place.
2 Somerset Crescent, Durbanville, Cape Town, South Africa
Open today | 08:00 – 17:00 |
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