If you have to keep track of everything manually, it is quite a challenge. Collecting data, processing, analysing data, preparing reports, checking, reporting, settling cases... and we could go on and on. Don't, you know exactly what we're talking about, right? Apart from the amount of work, you run the risk of making mistakes, missing information or information being out of date. And that, in turn, can lead to wrong decisions, unnecessary risks or missed opportunities. A shame!
Manage it!
PolisManager is a modern cloud-based tool that automates credit insurance management. The software is linked to your financial records and to your insurer's systems. As a result, you always have real-time insight into coverage, credit limits and risks per customer. The PolisManager helps speed up work processes and also ensures that information can be exchanged quickly with your adviser and insurer.
Wondering whether the PolisManager suits your organisation? We would be happy to think along with you.