Insurance
Broker Software

While you work to convert leads to clients, it is necessary to maintain individual client & sales record. Capturing and maintaining client policy details.
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Features
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Easy To Manage
Developed in a way so you can take maximum control of setting up new products & services and manage the system.
Fully Integrated
Our enterprise-wide insurance software solutions offers highly customized CRM functionality plus off-the-shelf.
All In One Place
All processes are streamlined with automated workflows ensuring staff follows business procedures strictly.
Claims Management
Claims creation, tracking and management forms a part of the core general insurance broking process.
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Invoicing & Payments
Management

Swb Trade Invoicing provides an integrated and simple to use platform for creating and keeping track of client payments and invoices. Easy to use tool for creating invoices, voiding them and issuing receipts.

Easily

Automatically send statements to customers with overdue payments

Customize

Customize invoices including logo, heading text, notes and more

Want to try it out? Register and get started now!

Contact
All server communications are totally encrypted and safe.

SHA-256 with RSA Encryption

Dashboard

Get Quick access to information, charts and common tasks.

Commision Tracking

Setup payment schedules, enter payments received and track missing commissions.

Document Management

We keep all policies, objects related documents and photos online.

Task Management

Manage tasks efficiently & Automatically link tasks to leads / clients.

E-Mail Marketing

Send bulk emails and SMSes to leads / clients & stay in constant touch.

Reports

Reports are avilabe to track sales, leads sources & commission.

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Objectively integrate enterprise wide strategic theme areas with functionalized infrastructures. Interactively productize premium mobile technologies.

www.swbtrade.com
support@swbtrade.com

Objectively integrate enterprise wide strategic theme areas with functionalized infrastructures. Interactively productize premium mobile technologies.

www.swbtrade.com
support@swbtrade.com
Company
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