- - https://www.myinsurebook.com/ 2017-09-04T14:20:53+00:00 My Insure Book - Insurance Platform for Agents, Brokers and Corporate Agents

Software for Insurance Professionals!

Be more professional in your communication
and service with your Customers & Insurers.

Get started with a Free trial!

   CUSTOMER TRACKING
   CUSTOMER DATA UPLOAD
   PREMIUM QUOTATION
   RENEWAL SMS REMINDERS
   PIPELINE TRACKING
   BUSINESS REPORTS ...

Platform for Insurance Intermediaries

MyInsureBook is a cloud platform for Insurance Agents, Brokers and Corporate Agents

INSURANCE AGENT SOFTWARE


  • Premium Calculators
  • Motor Premium Calculator with Zero depreciation is available for New India Insurance, National Insurance, United India Insurance, Oriental Insurance, Bajaj Allianz, TATA AIG and all other major Insurers of India.
    Life Insurance premium calculator for Life Insurance Corporate of India (LIC).
    Health Insurance calculator will be released soon.

  • Customer Tracking
  • All your customer data can be tracked in the software effectively along with their various Insurance Policy details of Motor, Life & Health at one single location. You need not track multiple Excels and online portals to track your customers any more.
    Each Policy document can be uploaded into software and kept safely, which you can download and share with your customers anywhere any time in case of Claim or in any emergency.

  • Renewal SMS Reminders
  • Notification Reminders of next 40 days Renewals and Overdue Renewals are displayed in the dashboard making it easy for you to check the number of upcoming Renewals.
    You can send SMS Reminders to all or selected customers directly from the dashboard comprising of 100 SMS free/month. An SMS template including the Customers details and Policy details is configured by default.

  • Schedule Meetings
  • You can schedule meetings to follow up on a lead and turn him to your customer. Set a feasible date and time for your meeting and get meeting notifications on the set date.
    You can also check your scheduled meetings in the calendar panel of the dashboard.

  • Document Tracking
  • All the documents added for a customer can be tracked effectively in the application.
    On click of a Customer, get all customer details along with all the documents attached and policy details of Motor, Life & Health Insurance.
    You can add or remove a document for a customer whenever necessary.

  • Customer Wishes
  • You can get close to your customers by sending them personalized wishes on various occasions.
    Customer Wishes panel on the dashboard helps you to send personalized SMS wishes on Birthdays and Wedding Anniversaries to your customers to strength the bond between you and your customer.

INSURANCE BROKER SOFTWARE

  • Sales Personnel
  • You can track all your Sales Personnel like Tele-Sales, Field Staff, Direct Sales team in the software and assign leads to each of them.
    Each of the Sales personnel can see the leads assigned to him/her when logged into the application and can track their leads, update comments and check the progress of leads assigned.
    An Admin user can track all their leads and their Sales Personnel data/leads. Admin can also assign bulk leads to a single Sales Personnel based on location, Insurer etc. and track the number of leads who progressed to customers.

  • Quotation Sharing
  • You can Generate Quotations for your customers having different criteria and parameters in both Motor and Life Insurance.
    Quotation can be generated for Third Party, Comprehensive vehicles with Zero Depreciation across all major Insurers. A Quotation break up sheet shows individual premium for Own Damage, Third Party, Add-on Covers and Tax applicable for Motor Insurance.
    You can save the quotation and attach it to a particular customer during Proposal & Policy level. The saved quotation can be printed and used.
    Quotation can be generated for all types of vehicles in motor and LIC in Life Insurance.

  • Business Reports
  • Software helps you generate various business reports such as Daily Business Report which includes total premium booked, Renewal premium, Business done by Sales Personnel in each vertical of business (Motor, Life, and Health).
    Business Consolidation Report includes the business done by Sales Personnel, Customer data, Policies Renewed for the period specified in Motor & Life Insurance..
    Commission and Incentive report will be released soon.

  • Premium Calculators
  • Motor Premium Calculator with Zero depreciation is available for New India Insurance, National Insurance, United India Insurance, Oriental Insurance, Bajaj Allianz, TATA AIG and all other major Insurers of India.
    Life Insurance premium calculator for Life Insurance Corporate of India (LIC).
    Health Insurance calculator will be released soon.

  • Customer Tracking
  • All your customer data can be tracked in the software effectively along with their various Insurance Policy details of Motor, Life & Health at one single location. You need not track multiple Excels and online portals to track your customers any more.
    Each Policy document can be uploaded into software and kept safely, which you can download and share with your customers anywhere any time in case of Claim or in any emergency.

  • Renewal SMS Reminders
  • Notification Reminders of next 40 days Renewals and Overdue Renewals are displayed in the dashboard making it easy for you to check the number of upcoming Renewals.
    You can send SMS Reminders to all or selected customers directly from the dashboard comprising of 100 SMS free/month. An SMS template including the Customers details and Policy details is configured by default.

  • Schedule Meetings
  • You can schedule meetings to follow up on a lead and turn him to your customer. Set a feasible date and time for your meeting and get meeting notifications on the set date.
    You can also check your scheduled meetings in the calendar panel of the dashboard.

  • Document Tracking
  • All the documents added for a customer can be tracked effectively in the application.
    On click of a Customer, get all customer details along with all the documents attached and policy details of Motor, Life & Health Insurance.
    You can add or remove a document for a customer whenever necessary.

MIB Insurance Mobile Apps
MyInsureBook user friendly mobile apps helps Agents to calculate Motor, Life & Health premiums within seconds

MIB - Motor Insurance Calculator

Motor Insurance Calculator

  • Automatic IDV Calculator (Insured Declared Value)
  • Motor Insurance Premium Calculator for vehicles - Two Wheeler, Private Car, Taxi, Three Wheeler, Goods Carrying, Passenger Bus, Commercial Vehicle and Miscellaneous
    More...

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MIB - LIC Life Insurance Calculator

LIC Life Insurance Calculator

  • Premium calculation Plan feature and Quotation Sharing.
  • CRM with Policy Renewal reminders.
  • Age, BMI, Late fee and Revival calculator.
  • Customer location by Google Map.
    More...

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MIB – Health Insurance

Health Insurance Calculator

  • Premium calculation Plan feature and Quotation Sharing.
  • CRM with Policy Renewal reminders.
  • Age, BMI, Late fee and Revival calculator.
  • Export / Import CRM.
  • Export / Import CRM . More...


DOWNLOAD NOW

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BROKER LOGIN

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What our customers say

AGENT PRICING

BASIC
3600year
per User
MODERATE
8950year
per User
ADVANCED
14950year
per User
BUSINESS
34950year
per User
ENTERPRISE
(Contact Us)
One Time User Cost 3500/- 7500/-
Customers / Policies 500 / 750 2500 / 2500 7500 / 7500 25000 / 25000
Premium Quotations unlimited unlimited unlimited unlimited
Policy Documents 500 2500 7500 25000
Other Documents 1000 5000 15000 35000
Free SMS 1000 2500 7500 10000
SMS Reminders Manual Manual Automatic Automatic
Business Report Wkly Wkly/Mly Wkly/Mly/Qly/Yly Wkly/Mly/Qly/Yly
Lead Tracking 100 500 10000 unlimited
Sales Personnel Tracking 25 100 250
Customers upload using Excel
SMS Wishes to Customers
Customized SMS Message
SMS with your personalized Sender ID
Thanks Message with Policy document link
Free Trial Free Trial Free Trial Free Trial

Additional Services
Pollution & Renewal per Year Cost 1500/- 1500/- 1500/-                                     
Permit & Renewal per Year Cost 1500/- 1500/- 1500/-
Token & Renewal per Year Cost 1500/- 1500/- 1500/-
Fitness & Renewal per Year Cost 1500/- 1500/- 1500/-
Additional User per Year Cost (Limited Access) 600/- 900/- 1200/-
Additional User per Year Cost (Full Access) 1200/- 1800/- 2400/-
Additional SMS Cost 1500/- for 10000 SMS 1500/- for 10000 SMS 1500/- for 10000 SMS 1500/- for 10000 SMS

FOR BROKER SOFTWARE PRICING

CONTACT: +91 8309476375
   sales@mobinsuresoftware.com

CONTACT

Contact us and we'll get back to you within 24 hours.

+91 9441541975

+91 8309476375

   sales@mobinsuresoftware.com