Collector

Automatic payment of all our services using credit card, debit card, Paypal, DIAS system, Paygate or Postal payment

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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

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Users can print policies 24/7 since they can pay their policies without the need of your accounting department marking them as collected

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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

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Collect your customer’s premiums through credit/debit cards or Paypal

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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

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SMS Alert texts in order to remind your policyholders the sum of the upcoming renewals for the coming month

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DEMO

  • 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

Click here to receive a DEMO!

DEMO
Features

  • Cloud operating platform

  • Accessibility with Smartphone and tablet

  • Payments directly by credit/debit cards or Paypal

  • 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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