Connect
An enhanced customer-centric platform that, through the organization and automation processes, achieves insurance portfolio growth
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
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
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 SMS’ 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
Send SMS’ 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
General Features
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Cloud operating platform
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Accessibility with Smartphone and tablet
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Payments directly by credit/debit cards or Paypal
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Plenty of features through SMS and Email campaigns
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
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Policyholders’ personal data (phones, e-mails, addresses, maps)
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SMS texting to policyholders for marketing campaigns or alerts
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Customer recommendation map
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Policyholders’ documents stored in cloud storage (driver’s license, car registration, copy of the policy) and instant access from any device via browser
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Emails and SMS texts to policyholders regarding the renewals, marketing reasons and other features.
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Set appointments, tasks or reminders in a personal diary
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Automatic SMS texting to Policyholders’ birthday, name day and other special dates needed.
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
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Support for all insurance branches and objects
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Complete and utter control over branches, covers and insurers for any amendments, erasures
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Commissions calculated by company, coverage, package or use.
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Exporting Excel or PDF reports for subsequent editing of all search history
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Monitoring policy’s shipping delivery
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Monitoring expiring policies daily in the dashboard
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
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Importing policy file process from all insurers
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Importing all policy categories (policies, renewals, endorsements, green cards, etc.)
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Commission calculation by the importing process or by the Insurer.
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Automatic existing policyholder match to avoid duplicates
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
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Unlimited sales network levels
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Calculate bonus commissions separately for each partner or equal for all
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Calculate bonus commissions on a percentage of incoming commission and/or commission of policy’s premium.
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Email of daily/monthly premiums and commissions directly to the affiliate for all collaborators
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Automatic sending of email with Outstanding policies per agent
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
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Collection from policyholders in various payment options (cash, bank transfers, checks, credit/debit cards, etc.)
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Payments to insurance companies (cash, bank transfers, checks, credit/debit cards, etc.)
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Policy Renewal notice emails
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Bank APIs connectivity for payment updates
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Issuance and collection receipts for agents in all branches
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Linking accounting by transaction type for third party accounting software connectivity
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Summarized reports that make easier accounting agreements
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Locked off function for closed accounts
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
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Connectivity with the agent’s website and allow the client to access his portfolio
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Monitoring policies’ expiration date
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Monitoring of transactions – billing information
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Create bank e-payment codes on the policy holders payment notice
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Collection of premiums with credit/debit card and Paypal
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