August 4, 2015



The Bancassurance/Intermediaries is the ideal brokers and agency management and accounting software, specifically designed for independent Insurance Agencies and brokers. InsurancePro is designed to be easier to use and more powerful than you ever thought possible. It has been developed by insurance professionals who truly understand what a busy agency needs to improve its work flow and boost productivity. It will automate many of the most difficult tasks an agency or broker performs and offers expansion capabilities through the growing line of other programs which seamlessly integrate with InsurancePro.

The software can also be integrated with existing insurance products and core banking applications to make data processing much quicker and minimize manual entries.


  • Client Management
  • Ability to manage multiple insurers
  • Policy Administration
  • Premium processing
  • Claims Processing
  • Third Party Administration
  • Binders
  • Billing, Credit Notes and Debit Notes
  • Premium Financing
  • Document Management
  • Messaging (letter generation, email etc.)