Products
Explore our cutting-edge insurance software products featuring Core CRM, ERP, and a client portal. Revolutionize your operations, improve efficiency, and provide an enhanced experience for clients, all powered by the latest advancements in cloud technology.
Connecting the insurance ecosystem
Core CRM:
Insurance Agency Management Software Simplify and elevate your insurance agency. Experience an integrated platform tracking your sales, operations, and financial management.
- Leads Management: Track sales pipelines, lead sources, lead queues, distribution channels, product interests, and more.
- Accounts & Benefits Management: Individual, Employer, and Association Accounts connected to their respective opportunities with premiums and commissions.
- Insurance Company and Product Management: Have your Insurance Companies and product portfolio at your fingertips. Track your revenue by product, product type, by insurance company, and more.
- Customer Support: Keep everyone on the same page. Track daily Activity and specific Problems.
- Agent Compliance: Insurance company contracts and certifications, state and national licenses, industry designations and more.
Core ERP
Enterprise System to run your insurance company or third party administration organization.
- Policy Administration: Policy descriptions, pricing model, underwriting criteria, fees, payments, quotes, renewals,
- Accounting – Billing, Commissions, Payments
- Billing: Flexible individual, group, and association billing. List bills. Late Notices.
- Commissions: Multi-level commission processing down to a policy level to facilitate all business arrangements.
- Payments: Secure payment processing. Integrate with your chart of accounts.
- Claims: Rule-based, tailored communications, follow-ups, reminders, and third-party communications
Client Portals
Connecting with your policyholders and agents online. Navris portals allow for agents and clients and insurane offices to connect in real time
