delight insurance Premium 4.0



Publisher Description



delight insurance is the perfect tool for insurance brokers and consultants, with the need of flexible and fast access to address data, correspondence, contracts, claims, commissions, campaigns, documents, appointments, tasks, reports, etc.
It can handle unlimited amount of contracts per customers. Each contract is associated with a consultant, too. An expiration date can be set on each contract. Sometime before the contract is going to expire, you will receive a reminder message to check the contract.
It can handle as many products as the business needs like life insurance, property insurance, car insurance, credit statements, etc. Products can create and managed by the owner of the software itself. For each product one can define your own fields. Only the relevant fields are visible on each product.
It can handle detailed address data, a photo or company logo, documents, notes and pictures and manage detailed journal history to each address. All correspondence including documents, emails, SMS, phone calls etc. of an address are stored in the journal history.
With the graphical appointment management, multiple calendars can be managed at the same time people, rooms and equipment. On request, appointment confirmations can be sent automatically by email or SMS. All pending tasks are listed in the task list.
Having the premium version, all fees and commissions can be calculated and settled with extensive configuration abilities on flexible career plans to commission levels, different ways of structure calculations and excessive special agreement options on the consultant/employee and the own company. The payments and commissions to the agents/consultants can be paid on extensively configurable payment plans. Optional reserves can build on different reserve account.
The Campaigns management, which is available from the professional version, handles your advertising campaigns, the planning of events etc.


About delight insurance Premium

delight insurance Premium is a free trial software published in the PIMS & Calendars list of programs, part of Business.

This PIMS & Calendars program is available in German. It was last updated on 20 March, 2024. delight insurance Premium is compatible with the following operating systems: Windows.

The company that develops delight insurance Premium is delight software gmbh. The latest version released by its developer is 4.0. This version was rated by 5 users of our site and has an average rating of 5.0.

The download we have available for delight insurance Premium has a file size of 92.27 MB. Just click the green Download button above to start the downloading process. The program is listed on our website since 2015-08-19 and was downloaded 108 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded software with your antivirus. Your antivirus may detect the delight insurance Premium as malware if the download link is broken.

How to install delight insurance Premium on your Windows device:

  • Click on the Download button on our website. This will start the download from the website of the developer.
  • Once the delight insurance Premium is downloaded click on it to start the setup process (assuming you are on a desktop computer).
  • When the installation is finished you should be able to see and run the program.



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Users Rating:  
  5.0/5     5
Downloads: 108
Updated At: 2024-03-20
Publisher: delight software gmbh
Operating System: Windows
License Type: Free Trial