Simplify Insurance Management with Bangla ERP
Manage policies, premiums, claims, customer details, and agents — all from one intelligent and user-friendly ERP platform designed for insurance providers.
Struggling to keep track of premiums and claims?
Insurance companies often face difficulties handling multiple policies, due premiums, and customer claims. Bangla ERP brings everything into one dashboard so your team can focus on service, not paperwork.
Key Features
Policy creation and customer enrollment
Efficiently create insurance policies and enroll customers to streamline the insurance management process.
Key Features :
- Policy Creation: Design and customize insurance policies according to customer needs.
- Compliance Checks: Ensure policies comply with regulatory standards.
- Customer Enrollment: Enroll customers quickly with comprehensive data capture.
- Document Management: Store and manage policy-related documents digitally.
- Automated Notifications: Send alerts for policy renewals and updates.
Premium due tracking & reminders
Track premium payments and send timely reminders to ensure on-time collections and reduce defaults.
Key Features:
- Payment History: Maintain detailed records of premium payments.
- Overdue Management: Identify and manage overdue premiums effectively.
- Automated Reminders: Send SMS/email alerts before and after due dates.
- Premium Payment Tracking: Monitor due and paid premiums efficiently.
- Customizable Reminder Settings: Set frequency and mode of reminders as per requirement.
Agent-wise commission management
Efficiently manage commissions for agents based on policy sales and renewals with transparent calculation and reporting.
Key Features :
- Payment Scheduling: Manage timely commission payments and schedules.
- Agent-Wise Tracking: Track commissions individually for each agent.
- Transparent Reporting: Detailed commission reports for agents and management.
- Commission Calculation: Automated commission computation based on sales and renewals.
- Adjustments & Corrections: Support for manual adjustments and error corrections.
Claim request logging & approval workflow
Streamline the logging and approval process for insurance claims with detailed tracking and multi-level authorization.
Key Features:
- Claim Logging: Accurate recording of all claim requests with timestamps.
- Status Tracking: Real-time updates on claim status for customers and staff.
- Approval Workflow: Multi-level approval process to ensure compliance and validation.
- Document Management: Attach and manage necessary documents for each claim.
- Notification Alerts: Automatic alerts for claim submission, approval, or rejection.
Digital document storage (policies, ID, etc.)
Securely store and manage all insurance-related documents including policies, identification, and customer records in a digital format.
Key Features :
- Access Control: Role-based permissions to ensure document confidentiality.
- Easy Retrieval: Quick search and access to documents anytime, anywhere.
- Secure Storage: Encrypted digital repository for sensitive documents.
- Organized Filing: Categorize documents by type, customer, and policy.
- Backup & Recovery: Regular backups to prevent data loss and enable restoration.
Real-time reports on collections & claims
Get instant, up-to-date reports on premium collections and claim statuses for efficient monitoring and decision-making.
Key Features:
- Data Export: Export reports in various formats for further analysis.
- Instant Updates: Real-time tracking of collections and claims data.
- Comprehensive Reports: Detailed analytics for premiums collected and claims processed.
- Alerts & Notifications: Automated alerts on critical collection or claim events.
- Customizable Dashboards: User-friendly dashboards tailored to roles and preferences.
Automated SMS/email alerts for premium due
Automatically send timely SMS and email reminders to customers for upcoming or overdue premium payments, ensuring better collection rates.
Key Features :
- Automated Alerts: Send automatic SMS and email reminders for premium dues.
- Delivery Reports: Track the status of sent alerts for effective follow-up.
- Multi-Language Support: Send alerts in multiple languages as per customer preference.
- Scheduled Notifications: Set schedules for reminders based on due dates.
- Customizable Message Templates: Personalize alert messages to suit different customer groups.
Role-based access control for agents & staff
Manage secure access by assigning specific roles and permissions to agents and staff, ensuring data confidentiality and operational integrity.
Key Features:
- Audit Trails: Monitor role changes and access activities.
- Role Assignment: Define and assign roles to agents and staff.
- Customizable Roles: Create roles tailored to organizational needs.
- Permission Management: Control access levels for different system modules.
- Secure Authentication: Ensure only authorized personnel access sensitive data.
Cloud-based and mobile-accessible system
Access the insurance management system anytime, anywhere through secure cloud infrastructure and mobile-friendly interfaces.
Key Features :
- Automatic Backups: Regular data backups to prevent loss.
- Cloud Infrastructure: Secure and scalable cloud-based system.
- Data Synchronization: Real-time syncing between devices and cloud.
- Mobile Accessibility: User-friendly mobile interfaces for on-the-go access.
- Cross-Platform Support: Compatible with multiple devices and operating systems.
Integration-ready with payment gateways
Seamlessly connect with multiple payment gateways to facilitate secure and efficient premium collections and claim disbursements.
Key Features:
- Secure Transactions: Encrypted payment processing to ensure safety.
- Automated Reconciliation: Automatic matching of payments with accounts.
- Flexible Payment Options: Supports credit/debit cards, mobile wallets, and bank transfers.
- Multiple Gateway Support: Compatible with leading payment gateways.
- Real-Time Payment Status: Instant updates on payment confirmations.