Clients Management

While you work to convert leads to clients, it is necessary to maintain individual client & sales record. Capturing and maintaining client policy details e.g. effective date, renewal rate, premium, plan sold, carrier and other details allows agents to effectively service clients and stay of top of sales.While most agent focus on lead management and just selling to leads, inharmonious relationship with clients in many cases results in clients moving to another broker.

Leads Management

The lead management module of LionTech is a powerful solution to automate and enhance the most inconsistent, dis-organized and error-prone processes involved in acquiring and tracking leads through their entire life-cycle.LionTech lead management allows you the following

Policies Management

Keep a pool of policy classes and rates organized. Browse a list of policies sorted by Client Name, Policy No, Policy Class, Insurance Company & Renewal Date.

Auto generates renewal notices and risk notes.

New insurance products can be entered into the system quickly and easily.

Claims Management

Claims creation, tracking and management forms a part of the core general insurance broking process. It is a cost center for the broker to generate goodwill with the customer. However this module helps to reduce the cost of processing, by automating routine and mundane tasks. This module handles all aspects of claims management including claimant information tracking, damage inspection information and claim settlements.

Debit notes & Payments Management

LionTech Invoicing provides an integrated and simple to use platform for creating and keeping track of client payments and invoices. Easy to use tool for creating invoices, voiding them and issuing receipts.

Digest Alerts

A Daily summary email that will update you on the status of your alerts.

overdue Bills, Bills for collection, Renewals, Birthdays, Tasks, Reminders