delight insurance Premium 4.0


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93.15 MB
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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.

delight insurance Premium is a free trial software application from the PIMS & Calendars subcategory, part of the Business category. The app is currently available in German and it was last updated on 2015-08-19. The program can be installed on WinXP, WinVista, WinVista x64, Win7 x32, Win7 x64, Win2000, WinServer.

delight insurance Premium (version 4.0) has a file size of 93.15 MB and is available for download from our website. Just click the green Download button above to start. Until now the program was downloaded 76 times. We already checked that the download link to be safe, however for your own protection we recommend that you scan the downloaded software with your antivirus.

Program Details



General

 
Publisher delight software gmbh
Released Date 2015-08-19
Languages German

Category

 
Category Business
Subcategory PIMS & Calendars

System requirements

 
Operating systems windows

Download information

 
File size 93.15 MB
Total downloads 76

Pricing

 
License model Free Trial
Price $3500.00

Version History



Here you can find the changelog of delight insurance Premium since it was posted on our website on 2015-04-25. The latest version is 4.0 and it was updated on soft112.com on 2017-07-01. See below the changes in each version:

version 4.0

posted on 2015-08-19

New Features and Bugfixes, please check out the news on our website for more information.

version 3.0

posted on 2012-08-20

Ribbon-Menues, different optimizations, improved commission controlling, system scripts, store and restore views, improved end extended filter and search dialog, improved and extended acl, better quality PDF exports...






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Release Date: 2015-08-19
Publisher: delight software gmbh
Operating System: windows
Type: Free Trial