Keep a pool of policies and rates organized. Browse a list of policies sorted by Client Name, Policy Number, Policy Class & Renewal Date.
Keep a pool of policy classes and rates organized. Browse a list of policies sorted by Client Name, Policy No, Policy Class, Insurance Company & Renewal Date. Auto generates renewal notices and risk notes. New insurance products can be entered into the system quickly and easily. No IT knowledge is necessary
Claims creation, tracking and management forms a part of the core general insurance broking process. Assual helps to reduce the cost of processing, by automating routine and mundane tasks. This module handles all aspects of claims management including claimant information tracking.
Convert leads to clients, maintain individual client & sales record. Capturing and maintaining client policy details e.g. effective date, renewal rate, premium, plan sold, carrier and other details allows agents to effectively service clients and stay of top of sales.
Streamline your insurance and billing communication prcesses.
Send unlimited emails and attachments to your customers, further schedule automate the process as well.
Through a prepaid Fax access, you are able to send your documents and invoices.
Reduces processing times due to its functional and intuitive design.
Assual allows you to create and manage your invoices and documents in PDF.
Control who has access to which data by assigning roles permissions to your account users.
Service-oriented architecture that facilitates the integration with other systems.
Assual run on a reliable and secure platform which caters for all team types and business sizes.
Add additional users to your account and share tasks by assigning them roles and responsibilities.
Connect your social accounts to allow secure authentications with your Facebook, Twitter or Google account.
Assual is specifically designed for businesses owners with no tech training. It’s an all-in-one, easy to use insurance business management and accounting system.
Assual is equiped with Complex premium calculators with hundreds of variables in a multi-section product.
No wasted time
We have created a simple pamphlet to enlighten you about Assual functions features. Please provide us with your details and download the PDF document.
Assual makes sure you look the way you work through our easy estimate and quote process.
Calculate premiums and compile efficiently
Send seamless documents in PDF format via email
Consider or decline quotes through simple data capture logic
We dont' like to brag, but we don't mind letting our customers do it for us. Here are a few nice things people have said about Assual.
Settling claims is the last bit of the process, but managing records properly ensures an accurate approach to reasonable settlements. Trust Assual for your, Quotes, Billing, Payment, Rating, Debts, Renewals or CancellationsTry it free