Insurance Management Solution

Future-Ready ERP for the Insurance Industry

Digitize, streamline, and scale your Insurance Operations with our all-in-one ERP solution.

Features

Comprehensive Features

Our complete Insurance management system brings every aspect of your projects under one powerful platform.

Policy Management

Policy Management

Digitize the entire lifecycle of insurance policies.

  • Create, issue, and renew policies
  • Customize policy templates
  • Track policy status to terms
Customer Management

Customer Management

Maintain detailed customer profiles and engagement history.

  • Centralized database for all user
  • Manage all activities like KYC
  • Policy history and renewals
Claims Processing

Claims Processing

Simplify and accelerate the claims handling process.

  • Submit and track claims
  • Automate validation & approval
  • Monitor claim settlement status
Agent & Commission Management

Agent & Commission Management

Track performance and payouts for sales agents.

  • Manage agents & assignments
  • Auto-calculate commissions
  • Payout reports and analytics
Underwriting Automation

Underwriting Automation

Ensure accurate risk evaluation and approval decisions.

  • Unique underwriting rules
  • Automate risk scoring & eligibility
  • Audit trails and approval logs
Document & Compliance Management

Document & Compliance Management

Ensure all insurance processes meet legal standards.

  • Store policy to documents
  • Automate Compliance checks
  • Track regulatory updates
Accounting & Financials

Accounting & Financials

Integrate insurance transactions with accounting modules.

  • Generate invoices & receipts
  • Commissions, payouts & refunds
  • Reconcile payments & ledgers
Renewals & Reminders

Renewals & Reminders

Retain customers with timely follow-ups and renewals.

  • Set automated alerts for renewals
  • Send email to clients and agents
  • Offer loyalty or renewal discounts
Analytics & Reports

Analytics & Reports

Gain insights to drive performance and profitability.

  • Monitor policy sales & claims
  • View real-time dashboards
  • Generate custom reports
Integrated Construction ERP - Project Management ERP - Construction Material Management ERP - Benefits of Construction ERP
Transform your business with advanced benefits of Construction ERP

Impact

Benefits at Glance

Manage policy management, claims processing, and customer service with ease

  • Streamlines policy and claims management for faster processing.
  • Centralizes customer and agent data for improved service delivery.
  • Automates renewals and reminders to boost client retention.
  • Ensures compliance with regulatory standards through built-in controls.
  • Simplifies accounting and commission tracking with financial tools.
  • Provides real-time insights and reports for smarter decision-making.

Why us

Why Choose us for Insurance Management?

We stands out as a versatile ERP platform Provider, offering:

  • Seamless Integration: Connects insurance management with inventory, sales, and accounting modules for a unified workflow.
  • Customization: Tailor the system to specific business needs, from Job cards to Claims.
  • Cost-Effectiveness: Open-source licensing and modular pricing make it accessible for businesses of all sizes.
  • User-Friendly Interface: Intuitive design ensures ease of use with minimal training.
Integrated Construction ERP - Project Management ERP - Construction Material Management ERP - Benefits of Construction ERP
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Potential

Potential Limitations

Understanding the constraints helps you make an informed decision about implementing our ERP solution.

Implementation Considerations

Freight ERP Management Learning Curve

Learning Curve

Comprehensive training may be required for team members unfamiliar with ERP systems.

Freight ERP Management Data Migration

Data Migration

Moving from legacy systems requires careful planning and execution to ensure data integrity.

Freight ERP Management Initial Setup Time

Initial Setup Time

Full implementation can take 2-8 weeks depending on company size and complexity.

Technical Limitations

Freight ERP Management Internet Dependency

Internet Dependency

While we offer offline capabilities, full functionality requires reliable internet connection.

Freight ERP Management Customization Boundaries

Customization Boundaries

Extreme customizations may require additional development time and resources.

Freight ERP Management Device Compatibility

Device Compatibility

Optimal performance on devices manufactured in the past 5 years with current OS versions.

Opportunities For Better Integrations

Freight ERP Management

Overcoming Limitations

We're dedicated to continuously improving our solution to address these limitations.
Our comprehensive support package includes personalized onboarding, regular training sessions, and a dedicated implementation specialist to ensure your transition is smooth and successful.

Technical

Technical Details

Engineered for reliability, performance, and security to meet the demanding needs of insurance businesses.

Performance Specifications

99.9%

Uptime Guarantee

< 1.5s

Page Load Time

10TB

Storage Capacity

24/7

Technical Support

Implementation Considerations

Freight ERP Management Cloud-Based Architecture

Cloud-Based Architecture

Secure AWS infrastructure with 99.9% uptime guarantee and automatic scaling.

Freight ERP Management Data Management

Data Management

Encrypted database with daily backups and point-in-time recovery options.

Freight ERP Management Multi-Platform Support

Multi-Platform Support

Web application and native mobile apps for iOS and Android with offline capabilities.

Security & Compliance

Freight ERP Management Enterprise-Grade Security

Enterprise-Grade Security

AES-256 encryption, multi-factor authentication, and role-based access controls.

Freight ERP Management Compliance Standards

Compliance Standards

SOC 2 Type II certified, GDPR compliant, and ISO 27001 adherence.

Freight ERP Management Audit Trails

Audit Trails

Comprehensive logging of all system activities for accountability and compliance.

Implementation

Implementation & Support

Our comprehensive support ensures a smooth transition and continuous assistance throughout your journey.

Uplift your insurance business by integrating the same with insurance ERP – overcome challenges
Digitize your insurance business with insurance ERP – Project management with ERP – insurance Management with ERP
Enhance the functionality of insurance business by integrating it with insurance ERP

Implementation Process

1

Discovery & Planning

We analyze your current workflows, identify needs, and create a customized implementation plan.

2

Data Migration & Configuration

Our team handles the transfer of your existing data and configures the system to your specifications.

3

Training & Onboarding

Comprehensive training sessions for administrators and end-users to ensure adoption.

4

Go-Live & Ongoing Support

Dedicated support during launch and continuous assistance throughout your subscription.

Insurance ERP Management Dedicated Support Team

Dedicated Support Team

Each client is assigned a dedicated success manager and technical support team available via phone, email, and chat.

Insurance ERP Management Knowledge Resources

Knowledge Resources

Comprehensive documentation, video tutorials, and user guides accessible through our knowledge base portal.

Insurance ERP Management Ongoing Training

Ongoing Training

Regular webinars, refresher courses, and advanced training sessions for new features and capabilities.

Integration

Integration Ecosystem

TechKhedut seamlessly connects with your existing tools and platforms to create a unified workflow.

Accounting & Finance
Integration Ecosystem

QuickBooks

Integration Ecosystem

Xero

Project Management
Integration Ecosystem

Microsoft Project

Integration Ecosystem

Asana

Integration Ecosystem

Trello

Document Management
Integration Ecosystem

DocuSign

Integration Ecosystem

SharePoint

Integration Ecosystem

Google Drive

Integration Ecosystem

Dropbox

Communication
Integration Ecosystem

Slack

Integration Ecosystem

Microsoft Teams

Integration Ecosystem

Zoom

Integration Benefits

Our Insurance ERP solution seamlessly connects with your essential business tools

Insurance ERP Management Eliminate Double Entry

Eliminate Double Entry

Automatically sync data between systems to save time and reduce errors.

Insurance ERP Management Unified Data Environment

Unified Data Environment

Create a single source of truth for all project information and documentation.

Insurance ERP Management Enhanced Efficiency

Enhanced Efficiency

Streamline workflows by connecting specialized tools in your technology stack.

Insurance ERP Management Open API Access

Open API Access

Developer access to create custom integrations for specialized needs.

offers

Explore Pricing

Flexible plans designed to scale with your insurance business needs.

$ 99

One time payment to unlock automation

  • Policy Management
  • Claims Processing
  • Customer Profile Management
  • Premium Billing & Collection
  • Agent & Commission Management
  • Document Management
  • Regulatory Compliance
  • Reports & Analytics
Get Started

Custom Solution

We offer unique Solutions for unique business needs

Insurance ERP Management Custom Modules

Custom Modules

Specialized features for your unique workflows

Insurance ERP Management Enterprise Integrations

Enterprise Integrations

Enterprise Integrations Connect with your existing enterprise systems

Insurance ERP Management Dedicated Team

Dedicated Team

Your own implementation and support specialists

Insurance ERP Management Scalable Growth

Scalable Growth

Infrastructure that grows with your business

Testimonials

Customer Success Stories

Hear from professionals who transformed their operations with Insurance ERP.

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TechKhedut has transformed how we manage our insurance projects. Before implementing the system, we struggled with disconnected

RJ
Robert Johnson

Operations Director, Pinnacle Insurance

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ratting ratting ratting ratting ratting

TechKhedut has transformed how we manage our insurance projects. Before implementing the system, we struggled with disconnected

RJ
Robert Johnson

Operations Director, Pinnacle Insurance

ratting
ratting
ratting ratting ratting ratting ratting

TechKhedut has transformed how we manage our insurance projects. Before implementing the system, we struggled with disconnected

RJ
Robert Johnson

Operations Director, Pinnacle Insurance

ratting
ratting
ratting ratting ratting ratting ratting

TechKhedut has transformed how we manage our insurance projects. Before implementing the system, we struggled with disconnected

RJ
Robert Johnson

Operations Director, Pinnacle Insurance

ratting
ratting
ratting ratting ratting ratting ratting

TechKhedut has transformed how we manage our insurance projects. Before implementing the system, we struggled with disconnected

RJ
Robert Johnson

Operations Director, Pinnacle Insurance

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98%

Customer Satisfaction

34%

Average Admin Time Saved

28%

Improved Project Delivery

500 +

Active Customers

Get In Touch

Have a question or need help? Contact us - our team is ready to assist you promptly.

Address

1710 + 1711, Wings, Nr. Fortune Hotel, Umiya Chowk, Rajkot, India, 360004

Phone

Sales: +91 832000 6861

Support: +91 832000 6861

Send Us a Message

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Ready to Transform Your Insurance Business?

Start using our comprehensive ERP solution and experience streamlined operations, enhanced client management, and increased profitability.

Schedule a Demo

See the platform in action with a personalized walkthrough from our product specialists.

Request a Demo

Explore Pricing

Find the perfect plan for your business with flexible pricing options to suit your needs.

View Pricing Plans

FAQ

Frequently Asked Questions

Find answers to common questions about Insurance ERP.

Insurance ERP is an integrated software system designed to manage the core processes of insurance companies—such as policy issuance, claims processing, accounting, compliance, and agent management—all in one platform.

The ERP is ideal for insurance providers, brokers, underwriting firms, and third-party administrators (TPAs) across life, health, motor, and general insurance domains.

Yes, it supports life, health, motor, property, and other general insurance policies with custom configurations for each type.

It allows users to submit, validate, and process claims efficiently with built-in workflows, document tracking, and status monitoring in real-time.

Absolutely. The ERP calculates commissions based on predefined rules and provides clear reports for payouts and agent performance tracking.

Yes, the system sends email alerts to customers and agents before policy expiry, helping reduce lapses and improve retention.

The ERP includes role-based access control, data encryption, and audit trails to ensure security and compliance with industry standards.

Yes, it supports integration with third-party tools such as CRMs, accounting systems, government APIs, and payment gateways.

Yes, the ERP includes dashboards and custom reporting tools to track sales, claims ratios, customer behavior, and financial metrics.

What is included in FREE Support:

  • 90 days of free technical support
  • Installation of the application on Odoo.SH (Only in exceptional cases for Odoo On premises)
  • Technical bug fixing cover only purchased application of TechKhedut
  • User manual with detailed instructions
  • Training Videos
  • Translation of application in native language (Minimum required time: 5 business days)

What is not included in FREE Support:

  • Conflict resolution with 3rd party application.
  • If any customization done to purchased application by the client themselves.
  • Any new requirements (Functional or Technical) customization required on app purchased application.
  • Changes made using Website or website editor and if that is causing any issues.
  • Any changes made in email templates and if that causes any issues.
  • TechKhedut is not responsible for that and will not share free of cost correct version application so while making a purchase be cautious about the version of application.
  • Yes, Updates under the current purchased application will be provided free of charge
  • No, those updates need to be handled by the clients
  • Additionally, please make sure you are taking proper back up of your data before updating the version of the application, as Techkhedut is not responsible for any such data losses.
  • We provide data migration services on paid bases.
  • We extremely value data privacy of our users and we are strongly committed to aversion of any such activities