We at Adept develop an all-encompassing Insurance Suite Application, which would help you to transact in all kinds of insurance.

E-Survey Portal

Bring your email channel to life with our dynamic and customized Survey solution. Now, you can personalize your email with features such as personalized contact names, or go even further with our advanced email personalization options.

• Step up the design, engagement, and deliverability of your transactional messages.
• Conduct surveys for your clients by sending your pre-defined messages or templates to a more targeted audience.
• Send at the perfect time with just one click using our machine learning-powered send time algorithm.
• Integrate our application features into any tool or product, regardless of your technical setup.
• Integrate our application features into any tool or product, regardless of your technical setup.

Health Claims System

This module promises seamless integration between claim processing and settlement. Your customers do not have to run around in order to apply for a claim.

• End-to-End online robust claims adjudication system to administer policies
• Inbuilt well defined work flows as per SOP’s
• In built CRM for mail management integrated with Mail Server & Fax Server
• Integrated with Core application & all third party applications.
• Real time access to customers and all stakeholders through Web Portal
• 100% document tracking through Inward, Outward and Document Management System
• E Card, Claim Approval Letter, Cashless approval letter on SMS & Auto Mailer
• Investigation Module

POS: Motor

The motor vehicle insurance module allows end users to compare different vendors and choose the best that suits them. Your competitive pricing makes it even more attractive for first time users as well as repeat customers. After the purchase of insurance, one can easily verify and get it approved by the vendor.

POS: Health

The health policy booking system is developed as an End-to-End proposal capture and underwriter module. The system takes care of new policy, renewal of policy and portable cases. It has the following functionalities:

• Proposal capture: Efficient capturing and validation at every branch to ensure the proposals being submitted are correct and complete.
• Payment tagging: Verifies the payment against each policy.
• Final Quality Check and policy generation: Final validation of the proposal, its premium payment details and the supporting document attached on the system.
• Endorsement: Tracking endorsement along with its additional premium or return of premium where applicable.

POS: Travel

• Fully Responsive Portal
• Highly customizable workflow
• Payment using Credit/Debit cards and Wallet
• Mobile friendly User Interface
• Integrated with all top GIC.
• Add-on travel insurance at the time of booking
• Multi-level and customizable mark-up premium

Brokerage Management System

This module captures information on all policies sold to customers and the commissions earned. This is where you can keep track of your revenues and earnings based on sales. We will customize the view according to your business needs so you get the most preferred view.

• Capture data of policy sold
• Upload insurance company Commission Statement
• Reconciliation of Policy data with commission statement
• Calculation of Commission based on rated maintained
• Reconciliation of calculated commission, with commission statement.
• Generation of invoice, with reconciled commission.

Crop Survey App

• Real time data for client
• Application works in both online mode & offline mode
• Capture the yield data from field for each survey as per specified format by client with validations and can fill & upload from field location
• Capture video and pictures along with latitude and longitude with date & time stamp on real time basis
• Fields staff can fill their expenditures against their travelling and upload through mobile app
• Tracking of field force on real time basis
• Custom dashboard for client on web portal to view online data of CCEs/Surveys
• Daily basis reports would be available and can be download from portal in excel
• Survey application can be used without internet which will be helpful while working at the remote locations
• Data will be stored in the internal storage of the mobile in offline mode also and user can upload the data later once he comes in better network connectivity
• Recorded data can be edited later on by saving as draft
• Survey data can be viewed on web portal instantly after uploaded by the user

Crop Cutting Experiment

• CCE Application is useful to co-witness the Crop cutting experiments alongside with government officials
• Application can be used without internet which will be helpful while working at the remote locations.
• Data will be stored in the internal storage of the mobile in offline mode and user can upload the data later once he comes in better network connectivity
• Users for mobile app can be created through web portal by administrator and rights can be allocated as per his area/locations
• CCE data can be viewed on web portal instantly after uploaded by the user

Document Management System

Document Management System (DMS) is developed to streamline the document activity while it is passing through various stages till final POD (Proof of Delivery/Courier) stage. 5 different types of transactions are handled in this – New, Renew, Endorsement, Rollover and Portable.

Steps included under this newly developed system are:

• Branch Entry – At branch level, Entry of form details and uploading of documents
• Inward – At PPC level, Inwarding of form by entering Inward number and Payment Id
• Proposal – At PPC level, Proposal is created of form by entering proposal number
• Quality Check (QC) – At PPC level, QC of form is done to check the entered values
• Tagging – At PPC level, Tagging of form is done by entering Policy Number
• POD - At branch level, POD number and dispatch date are entered

System to handle complete back Office Activities

• Employee Creation & Approval
• Customer Creation & Approval
• Attendance
• Invoice
• Salary
• Advance
• Expense
• Tender Management
• Vendor Management
• MIS Reports : There are various MIS reports which is useful for company , some of them are below :
• Branch wise profitability report.
• Customer wise profitability report.
• Customer Group wise profitability report.
• Deficiency Report
• Un Mapped Employee Report
• Missing various compliance reports.
• Expiry of various compliance reports.
• Customer Salary Report.
• Customer Billing reports
• Advance reports
• Employee mapping reports
• Office wise Expense reports
• Office wise billing reports.