Capabilities

What this solution covers

Policy management

Claims processing

Customer coverage tracking

Premium calculations

Financial module integration

Key Value

Why teams choose it

Improve accuracy, reduce processing time, and enhance customer trust.

Compliance standards

SOC 2
GDPR
Outcomes

Business use cases

How organizations apply this industry solution in daily operations

Insurers

Tailored workflows, reporting, and controls for Insurers.

Brokers

Tailored workflows, reporting, and controls for Brokers.

TPA administrators

Tailored workflows, reporting, and controls for TPA administrators.

Related EGKits modules

Industry solutions connect core and operational modules in one unified platform.

Insurance Management

Insurance lifecycle management for policies, claims, coverage tracking, premium calculations, and finance integration.

View module
CRM

Customer relationship management for accounts, contacts, leads, opportunities, pipeline, and activity tracking.

View module
Accounts Receivable

Customer receivables, collections, aging, receipts, dunning, statements, and credit follow-up.

View module
General Ledger

Core accounting ledger with chart of accounts, journals, fiscal control, cost centers, budgeting, multi-currency, dimensions, and financial reporting.

View module
Reports

Report center and visual report builder for cross-module operational and management reporting with scheduling and export.

View module

Deploy this industry solution

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