Policy & Claims Management for Perfex CRM

Policy & Claims Management for Perfex CRM is a powerful module designed for insurance agencies and agents to efficiently manage insurance policies, claims, renewals, commissions, and automated notifications — fully integrated with Perfex CRM.

Live Demo

You can test the module using the live demo link below. The demo environment is preconfigured with sample data for easy evaluation.

Demo URL: Insurance Management Software
Username: admin@demo.com
Password: Demo@123

Key Features

Insurance Policy Management

Create and manage all insurance policies from a centralized dashboard
Create insurance companies directly within the module
Create customers instantly using name and mobile number
Attach policy documents and multiple additional documents
Track policy status with easy updates

Claims Management

Create claims linked directly to policy number
Manage detailed claim information including:

Claim type and priority
Claim status workflow
Incident date and location
Nature of claim and estimated cost

Upload and manage claim-related documents

Renewal Management & Automation

Pending renewals overview
Pending renewal amount summary
Urgent renewals (policies expiring within 2 days)
Renewed policies tracking
One-click renewal status update
Clone expired policy and create a new policy instantly
Automated email renewal reminders

Earnings & Commission Tracking

View earnings by staff
Total policies sold
Total earnings (commission)
Total premium amount
Option to hide earnings field while creating a new policy

Reports & Analytics (With Date Filters)

Star Performer of the Month
Policies Sold by Staff (detailed breakdown)
Insurance Company Performance
Staff Earnings (Commission)
Total Earnings by Products
Claims Status Distribution

Notifications & Email Automation

Send all policy renewal reminders to admin email
Send renewal and claim emails to clients
Custom reminder email content
Auto re-send reminders after configurable days
Integrated with Perfex CRM notification system

Settings & Customization

Company settings:

Custom entity name
Phone number
Email
Logo
Address

Notification settings with customizable reminder rules

Multi-Language Support (16 Languages)

English
Spanish
French
German
Portuguese
Italian
Arabic
Chinese
Russian
Japanese
Korean
Hindi
Turkish
Indonesian
Thai
Tamil

Fully compatible with the Perfex CRM language system and easy to extend with additional languages.

✅ Why Choose This Module?

Built specifically for insurance agencies and agents
Automates renewal reminders and follow-ups
Simplifies claims tracking and management
Eliminates manual spreadsheets and missed renewals
Seamlessly integrates with existing Perfex CRM workflows

Requirements

Perfex CRM (latest version recommended)
Cron job enabled for automated reminders

Note: This is a module for Perfex CRM and requires an existing Perfex CRM installation.

Policy and Claims Management for Perfex CRM