Automatic payment of all our services using credit card, debit card, Paypal, DIAS system, Paygate or Postal payment
Banking connectivity enables you to pay off your customers’ policies automatically without a manual process and meanwhile the customer receives a payment notice
Users can print policies 24/7 since they can pay their policies without the need of your accounting department marking them as collected
Users can print policies 24/7 since they can pay their policies without the need of your accounting department marking them as collected
Collector package has the capability to issue postal payment receipts that enables you to send all month-long renewal notices in one file and the customer can pay off at all post offices
Collect your customer’s premiums through credit/debit cards or Paypal
Collect your customer’s premiums through credit/debit cards or Paypal
Connect your bank’s API to update accounting transactions so your policyholder can pay directly to the bank using a code while receiving a notification of payment
SMS Alert texts in order to remind your policyholders the sum of the upcoming renewals for the coming month
SMS Alert texts in order to remind your policyholders the sum of the upcoming renewals for the coming month
A Powerful CRM with the capabilities of running an insurance company without the cost and maintenance of a server installation, while you get the highest data protection from the top companies worldwide
Connection via web services with insurance companies’ APIs in all branches which support pricing and issuance of a new policy and renewals
Data migration from your previous CRM to Script cloud platform without losing time
Support of sales network with sales levels and multiple ways of commission calculation such as percentage of incoming commission or percentage of premium
Policyholders can pay you directly from Script’s payment processing feature using a credit/debit card or Paypal payment and with instant accounting update
Send SMSs to your policyholders without the use of a third-party platform with scheduled SMS in renewal policies, based on nominal holidays or individual SMS as well or even tailor-made sending schedules
Plenty of features through SMS and Email campaigns
Customer Characteristics / Features
Policyholders’ personal data (phones, e-mails, addresses, maps)
SMS texting to policyholders for marketing campaigns or alerts
Customer recommendation map
Policyholders’ documents stored in cloud storage (driver’s license, car registration, copy of the policy) and instant access from any device via browser
Emails and SMS texts to policyholders regarding the renewals, marketing reasons and other features
Set appointments, tasks or reminders in a personal diary
Automatic SMS texting to Policyholders’ birthday, name day and other special dates needed
Policy Characteristics / Features
Support for all insurance branches and objects
Complete and utter control over branches, covers and insurers for any amendments, erasures
Commissions calculated by company, coverage, package or use.
Exporting Excel or PDF reports for subsequent editing of all search history
Monitoring policy’s shipping delivery
Monitoring expiring policies daily in the dashboard
Batch import
Importing policy file process from all insurers
Importing all policy categories (policies, renewals, endorsements, green cards, etc.)
Commission calculation by the importing process or by the Insurer.
Automatic existing policyholder match to avoid duplicates
Sales network
Unlimited sales network levels
Calculate bonus commissions separately for each partner or equal for all
Calculate bonus commissions on a percentage of incoming commission and/or commission of policy’s premium.
Email of daily/monthly premiums and commissions directly to the affiliate for all collaborators
Automatic sending of email with Outstanding policies per agent
Accounting
Collection from policyholders in various payment options (cash, bank transfers, checks, credit/debit cards, etc.)
Payments to insurance companies (cash, bank transfers, checks, credit/debit cards, etc.)
Policy Renewal notice emails
Bank APIs connectivity for payment updates
Issuance and collection receipts for agents in all branches
Linking accounting by transaction type for third party accounting software connectivity
Summarized reports that make easier accounting agreements
Locked off function for closed accounts
Policyholder User Profile
Connectivity with the agent’s website and allow the client to access his portfolio
Monitoring policies’ expiration date
Monitoring of transactions – billing information
Create bank e-payment codes on the policy holders payment notice
Collection of premiums with credit/debit card and Paypal
Reporting
Numerous reporting services available for sending to policyholders and agents
Ability to produce tailormade reports
Search in all customer and policy fields
Shortcut search bar function
SMS and Email support in all kind of report statements
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