There is simply data management, this is also been done in Excel, so what does this software mean? How do we get benefits from this software?

This is what most of the users get misguided. This a like an ERP system for an insurance agency. Users will be able to make business decisions based on the data shown in the dashboard. Help them to increase customer retention which in turn increases your business. All these business decision features can not be achieved through a tool like Excel.