#

Insurance Broking Management

Experience the joy of serving more efficiently and easier through a good Process Flow Management System

Insurance Broking Management

Experience the joy of serving more efficiently and easier through a good Process Flow Management System

Why Gateway ERP

Business Process Management deployed

Business Process Simplified

Business process flow configured to handle Operation, Documentation, Communication and accounting precisely, results in reduce backlog, increase efficiency.

Paperless Office

Document management system eases storage and retrieval. Online approval and internal audit procedure with decision support system for timely right decision.

High Return on Investment

Kaleidoscopic Reports, Bird's eye view gadgets and dashboards , Financial consolidation of branches and companies , vertical and horizontal integration reduces the cost of information management

Communication

Client can access to own Dashboard and Clarity in internal communication through task creation, management and tagging comments, Email & SMS integration while performing activities.

All Modules in Single Platform

CRM, Telesales, Sales, UnderWriting, Renewals, Endorsement, Claims and operational accounting, Finance, Fixed asset management and Human Resource Management are integrated in one platform

Real time reporting

Kaleidoscopic reports, bird’s eye view gadget and dash board, financial consolidation of branches and companies and integration reduces cost of information management

Let's look at our few Screens

Insurance Broking Management

C R M

Communication : Call register to key in enquiries, endorsement requests, claims and complaints will automatically forward to its own department. SMS & Email automation at the time of actions taken place in ERP. Client Dashboard: Client can access directly to their own dashboard to know in detail about their transactions, next renewals, account statements, policy documents and can directly request endorsement, new enquiries and any communication to the relevant department. Every department is having own activity with client which are detailed below to have a quality service in time.

Lead/TeleSales Management

Leads can be uploaded in bulk or keyed in and distribute to tele callers. TeleSales log to qualify and generate prospective client with maximum information. Prospective client follow up to generate enquiry. Management system which starts with Data Allotment. Bulk data is fed directly to the system and is allotted to the respective Telesales teams or individuals. Target of the telesales should be to generate Prospective client. Creating a prospective client includes :- Qualifying the Contact (Collect more information, Point of contact with the client , Appointment dates ,their next renewal date Etc) and Followup.

Sales Management

Sales management is communication, coordination, followup of prospective and clients to generate and execute enquiry. Real time business Intelligent dash board gives statistics, ageing , remarks, comments of each department pertaining to an enquiry. Daily sales activity management provices to appointment, follow up, comments and next follow up scheduling. Mobility with TAB and mobiles are advantages as they are on field. Quote follow up till it is awarded or declined by the client are recorded and analysed for any period to measure efficiency per sales man. Sales target setting and covered point in daily basis with their automated incentive calculations

UnderWriting Management

This option will give Consumption and conversion in a centralized location and can distribute prepared food to locations. Consumption, costing and cost of transfer etc will take care by the system.

Renewal Management

Complexities on procurement control system is in place with in Gateway ERP. Various types of check for purchaes, ordering system, receiving and payable monitoring. Decision support system is available with this module. Location wise consumption is visible in the system.

Endorsement Management

Complexities on procurement control system is in place with in Gateway ERP. Various types of check for purchaes, ordering system, receiving and payable monitoring. Decision support system is available with this module. Location wise consumption is visible in the system.

Claims Management

Complexities on procurement control system is in place with in Gateway ERP. Various types of check for purchaes, ordering system, receiving and payable monitoring. Decision support system is available with this module. Location wise consumption is visible in the system.

Operational Accounting

Complexities on procurement control system is in place with in Gateway ERP. Various types of check for purchaes, ordering system, receiving and payable monitoring. Decision support system is available with this module. Location wise consumption is visible in the system.

Finance and Accounting

Operational accounting automise accounting from operations, other financial transactions are routed through approvals and interactive management dashboard. Real time posting and monitoring mechanism of post dated cheques, prepaments and security cheques. Term loan management, inter branch and inter company transactions allows to avoid reconcilitions. Real time financials, budgets, cash flow and supporting schedules provided monthly and periodical closing.

Fixed Asset Management

Assets are registered and managed in this module. Tracking of assets. Movement of assets to branch, location, employee, project and stores. Depreciation autocalcualtion and posting. Asset schedule to the financials are at real time. Valuation, disposal and sale of assets accounting automatically. Assets audit function allows to periodical audit and confirmation. Asset register as a schedule to balance sheet is automatic. Maintenance of assets and its improvment accounting

Analysis

Data analytics : In process data analytics with interactive decision support system eases effort of data analysis and distribition to managers and users, whoever takes decisions. Real time data analysis also avaiable in mobile friendly dashboards available mobile friendly. Finacial as well as operatioanl data is analysed through various methods to take apt decision at right time. Inbuilt piivot tool will give direct option to analyse data in various methods.

HR Management

Preinduction and induction procedure of an employee. Time management with connectivity with biometric devices. Leave management through online approval process. Advance payment and auto deduction scheduled through payroll. Expiry management of employee documents and its follow up.
Payroll Processing, confirmation, posting and payment process routed trough a systematic process flow. Overtime will be calculated from time sheet used for cost accounting in projects and other industries. Appraisal and dedctions once approved will be automatically calculated as per effective date.
End of service Benefits such as Indemnity, leave salary and anuual travel allowance automatically calculcated for monthly posting. Disbursement of leave salary and travel is considered through a process, approval and payment. Resignation or Termination calculations done automatically as per the predefined calculation matrix.

Value Additions

Paperless Office : Document management system digitalise archives through out ERP enhances the eco friendly paperless office enviornment. Easy storing and retrieval of documents
SOP : Standard procedure has been derived on implementing Gateway ERP as it practices business process management in every function of ERP. Decision support system embedded trough inter active business intelligent board. Statistics of status and ageing of pending activities.
Software management: Access from anyhere as ERP is a web based application, can be installed at clooud or on premises. Strict access control for menus and BI reports. consistency and uniformity through out the application in look, feel, display system, tool tips etc. User friendly sequence for data input.

Need a hand with your product?

No problem, shoot us an email and we'll get things sorted.

Contact Us