A Clearer Picture for Insurance Agencies
A comprehensive software solution for insurance agencies with sales force automation, customer relationship management and accounting integration.
PR9.NET February 22, 2007 - Sunway, Selangor - Datum Solution has released a software system for improving agencies' operation called ClearAgent. This is a comprehensive software that combines customer relationship management (CRM), business intelligence via its reports and fully integrated accounting system is effectively productive and efficient for agencies of general insurance as well as vehicle sales business. Its multiple features with scalar functioning properties include auto-premium calculation even pro-rated premiums; debit and credit notes with endorsements tracking; renewals processing; monthly statements; receipts, payment vouchers and more.
Its accounting system is capable of supporting multi companies; multi insurers; auto calculation for sales commissions; banks and underwriters statement reconciliations among others. ClearAgent is suitable for a single user and has the flexibility to be upgraded quickly to the enterprise edition. The upgrading system exercise can be completed in a day. It comes with website help and IT support.
Additionally, Datum Solution also offers customization of the software to include further tweaking and enhancements for those who demands even greater processing automations. This fully thought off solution with proven track records over 6 years will be helpful for smaller agencies and do not need to worry about high staff turnover.
It takes less than 1 day for office staff to install, run this software and master how to use it. It comes with module to generate quotations for different classes of insurances, one click to confirm the quote to a draft order that can be turned into a debit note for billing. The highlight of the software is the ability to capture original insurance policy dates and values, endorsements and further internal adjustments with accuracy that it will be no-hassle when comes to renewal processing.
The product is currently available as Single User and Enterprise Edition, which is designed for multi-user in networking environment. Price starts from MYR 1,335 for a ClearAgent Single User non-transferable license.
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About Datum Solution
A software solution company since year 2000.
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