Easy Reports System
Multiple reports by dashboard status card at a glance.
- 01-02-2024
- Insurance
Verified Certificates
Securing trust with our verified certificates.
SMART FEATURES
A Great Start to a Hassle-Free and Easy Agent Life
Grow your Business Digitally
Reach Assuree has developed an insurance agent portfolio on the web along with a mobile application. Ensure that your dream business growth happens by joining hands with us.
Client-Centric Approach
Our clients can share the access to the mobile applications to all his customers. This makes the services to client extremely easy and effective.
Money-Back Guarantee
Our clients can use this product for up to 5 months and if they are not satisfied, we provide no questions asked money back guarantee.
Auto Message System
Any kind of alert is easily passed to the customers via SMS, Whatsapp and E-Mail generated by the systems. This happens automatically as described by the our clients.
Work Flexibility
Our clients can work from anywhere and anytime by 24 x 7 hours either on the website and the agent mobile application, even while they are travelling.
Increased Operational Efficiency
Insurance agent apps can help automate several time-consuming processes. Tasks such as proposal processing, recording of policies and premium payments and receiving can be easily done through an insurance agent mobile apps platform
* Every Problems have a Solution *
Digital Insurance Solutions With
our Flexible and Responsive Portal
Client Data Management
Manage your client's data by multiple groups and fields.
Multiple Data Management
Manage data of life insurance, general insurance, health insurance, investments and documents.
Secured Data
We possess an agile system to protect data from any kind of risk.
Claim Management
Manage multiple types of claim data with multiple level views.
Target & Review
Analyse your business results with target setting and multiple data reviews.
Backup Data
We have multiple data backup systems.
Investment Management
Manage your clients multiple portfolios and investments in one place.
Commission Management
Manage multiple channels of commission income and easy-to-use analysis tools.
Easy Data Entry
Simple and speedy data entry and switch between multiple data entry screens.
Smart Communication
Connect to your clients easily by our smart digital communication system and live with your clients.
Smart Calendar
Track alerts by smart calendar of your client's due date for policies and others.
Agents Work Flexibility
Work from anywhere at anytime without desktop using Agent Mobile APL.
WHY CHOOSE US
We are working with full dedication and expertise
Reach Assuree is functioning for insurance agents, brokers, and other agents to manage their work systems easily, digitally, and smartly so they can carry on their business in an easy, smart, and effective manner.
To ensure complete data isolation and give our customers the highest level of security and confidence, we maintain separate applications and databases for each customer.
We possess an agile system to protect data from any kind of risk. We assure you that our systems are completely safe, and no one can view or download your data.
We have the best and most experienced management team in the insurance field and the financial services domain. Our brilliant team has developed smart service and support systems.
Insurance Agent face many problems of maintaining his client data, ensure its safety, documents saving, renewal alerts and other services etc. Agents can now lead a peaceful life as all the processes can be done on a single platform.
Reach Insurance Agent Portfolio simplifies the insurance application, documentation, and renewal process for all kinds of insurance agents by creating a fully digital, modern customer experience.
There is provision to maintain records of clients' investments, like mutual funds, post office, bank FDs, etc. Also, one can upload personal documents llike a driving licence, passport, etc., and the system will send you alerts of their due dates and send messages to clients.
2+ Reviews of our customers.
Very useful for Insurance Agent One Stop All Solution for Insurance Agent
Vekaria Associates
Read the Success Story
Executive
Varlekarassociates
Read the Success Story
Client Reviews
See What Our Clients Honestly Say About Us.
Reach Assuree is the No. 1 online portal recommended for the management system for all types of insurance agents and brokers.
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