Insurance Portfolio Management Software is a cloud based insurance management software for managing the policies issued, policy renewal with automated reminder to customers via Email and WhatsApp. Manage your commission of advisors and insurance companies quickly. Share policy issued with customers and advisors with a single click.
Process Automation Solution for Every Business
G-Suite Based 100% Customisable Applications
PHP Based 100% Customisable Applications
Google App Scripts Based 100% Customisable Applications
Manage all your insurance with bar coading and get live insurance data any time.
View Policy Data from Anywhere
Complete Policy Data Management
Integrated with Google Sheets
Send Policy to Customers with Customised Email
Policy automations in Single Click
Auto Sms and email Alerts On New Policy Issuance
Commission Management for Agency and reconcilation
Business Advisor Policies and Comission Management
Interactions with Other Services
Send Policies updates directly to customer through SMS
Policy Search Data wise,advisor wise and customer wise.
Auto reminder on Policy Renewals.
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Here are the testimonials from our clients!
Naresh Ji developed an automated cloud X-PMS using Google drive solutions that has not only saved a lot of time but also has given us a freedom to access it from phone,laptop from anywhere in the world and the result of the learning style test gets delivered to the person within few seconds of submitting the form.
My wife is running a coaching center from last 15 years she is having some issues related to Arrival and Departure of students form her center, Especially Girls. Parents are much more concerned about safety issues of their children. My wife was always packed on mobile with parents. Mr. Naresh came up with a solution to me.
CloudX-PMSS Solutions are the best and easy to use. The companies were always facing issues in implementation of expensive desktop ERP’s and their issues could not resolved.Then Naresh Ji came up with his impressive solutions and softwares and helped me out from all these troubles.
We were running a third party software for Leads management during Covid times, it’s cost vs Benefit become unviable. We discussed it with Mr.Naresh Nirban, CloudXPMSS. He came out with excellent Google sheet Solution.It solved our sales & coordination seamlessly and we again entrusted him with our customers base software solution, which delivered with excellent results.
I recommended CloudXPMSS to my friend for her Billing Software requirements and she was impressed with the professional approach of Mr Naresh Nirban. It is an efficient company,I would recommend this to anyone interested in getting cloud solutions for their own. The system recommended by Mr Naresh gave a solution for managing client database in an effective manner.
I recommended CloudXPMSS to my friend for her Billing Software requirements and she was impressed with the professional approach of Mr Naresh Nirban. It is an efficient company,I would recommend this to anyone interested in getting cloud solutions for their own. The system recommended by Mr Naresh gave a solution for managing client database in an effective manner.
Our process automation solutions are easy to use, full customizable, generates automatic SMS and Email Alerts and Very User Friendly. Download Profile.
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