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Manage clients’ insurance with Daftra Insurance Agents management software. Save the data of the contracting agencies and link their insurance conditions and discount rates with their beneficiaries, determine insurance rates and easily define various insurance categories and classes of each company. Specify a group of products and services subject to the agreed rates, and the system applies insurance co-payment and deduction rates automatically in the invoices issued to the beneficiaries, as well as issuing the invoices due to the insurance companies.
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Invoicing & Quotations
Point of Sale
Offers & Discounts
Installments
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Insurance Management
Add a complete database of insurance companies and easily link each client’s insurance agent directly within their profile. This lets you manage agent relationships in an organized and accessible way.
Define the categories and insurance classes of each company with easy-to-use screens and display all invoices for the amounts required to be collected per agent as their share in co-payment.
Set different insurance categories for each company and group the products and services covered in every category. Then assign relevant categories to clients benefiting from the insurance system.
Daftra automatically applies insurance co-payment percentage rates within issued invoices and calculates the net payable amount for each client based on their assigned insurance category.
With Daftra’s insurance system, define the agent’s insurance coverage percentage and any applicable discount for the customer—per insurance category across products and services.
Specify the maximum co-payment amount that the insurance company or the customer is responsible for in each invoice issued under the client’s insurance coverage.
Daftra is rapidly and constantly growing and our support expands in response. Our forever updates, whatever your plan is, ensures your software is always covered so your business can grow with Daftra.
Daftra is GDPR-compliant, hosted on cloud-based servers, and 256-bit SSL-encrypted to ensure your data integrity, safety, and security.
Daftra support caters to every business need, 24/7, to our customer base utmost satisfaction. With or without Daftra user manuals, you are never lost looking up anything to use our system efficiently, quickly, and smoothly.
Wherever or whenever you are and from any logged-in device, get instant cloud-based access to run your business. And with Daftra’s desktop app, you can issue invoices immediately even when you’re offline.
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