Streamline insurance operations with integrated modules for sales, underwriting, claims, payments, and medical insurance management.
Progress IMS
Progress IMS
The main module of the Progress IMS system.
Core Module
- Customer base management: physical and legal
- Partners database
- System users/roles control panel
- Global questionnaires and lists
Progress IMS Sales
Sales and underwriting module
CRM
- Customer registration
- Registration of applications
- Posting products for sale
- Telesales
Underwriting
- Preparation of quotas
- Approval of quotas
- Tariff rates
- Risk groups
Policy manager
- Issuance of SS based on quota
- Issuance of SS for insurance types that do not require quota
- Application of payment method
- Printed forms
Payments
- Preparation of the invoice for the SS and supplements
- Entering payment for insurance certificates and supplements
- Integration with the company's financial module
- Integration with payment portals
Debt management
- Debtor and creditor reports
- Integration with notification services (SMS, email)
- Termination proceedings
Agents
- Sales module designed for agent network
Private and Corporate cabinet
- Private cabinet for corporate and private clients
Online sales services
- Online services and integrations to make sales
Progress IMS Claims Manager
Module of management of insured events by types of non-life insurance.
Call center
- Identification of the applicant
- Gathering information about the event
- Delivery of information about the incident to the client
Accident commissioner
- Clarification of information about the event
- Entering information about participants
- Referral to repair center
- Note about frauds
Customer service (executives)
- Control of all data collected in the first stages
- Appointment of responsible person
- Creation of jobs
Evaluation (Technical Expertise)
- Internal evaluation and approval
- Evaluation and repair process by the repair center
- Independent expert and his opinion
- New and replacement spare parts
Legal Expertise
- Review and feedback by the legal department
Approval process
- Verification process depending on customer type, event type, amount
Payment
- Transfer of data by means of integration into financial systems
Subrogation
- Subrogation process management module
Reporting
Progress IMS Medical
Automation module of health insurance processes
Creation of contracts
- Identification of the Insured and the Insured with the ASAN Finance service
- Compilation of the insurance program
- Connecting clinics to programs
- List of insured persons
Call center
- Identification of the applicant
- Creating posts
- Selection of the clinic according to the insurance program
- Choosing a doctor according to the clinic and schedule
Technical and Medical expertise
- 90% of clinic registers are compiled online
- Tools for checking import-export clinic and pharmacy registers
- Medical expertise
- Limits real-time monitoring and warning system
Module for clinics
- Real-time generation of shipments and approvals/rejections
- Formation of online registers for clinics
Module for pharmacies
- Identification
- Online approval/rejection of requests
- Medicines
- Formation of online register
Doctors schedule module