GoInsured – Insurance Management System

Frequently Asked Questions

Goinsured is a SAAS(software as a service) based insurance management system to help insurance agency to operate their business efficiently and in turn it helps to increase their revenue by improving client relationship
Any individual insurance agent, small or large agency or insurance broker can use this software

This is the beauty of SAAS based software. You do not need to install any software in any of your devices. You can use this system from any system (desktop, laptop, or mobile) from any part of the world. You just need to have good internet connection.

Yes! Of course You can. You do not need to download from google play store but your can still install it as PWA(progressive web application). It wll be installed on your mobile devise as PWA and can use it like APP

Your data is very much secured. For each registered client(tenant) we have separate database so there is no question of data mismatch or data leak. The data base server is highly protected though proxy and firewall. The application is accessed through SSL certificate.

Yes ! you can. You can import data from any system using our import template and import module. If needed our support team will assist you in migration.

No Policy data will not be automatically entered from insurer site. We have to manually enter these policy data.

No from this software you cannot purchase policy or enter data directly in insurer portal site.

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

Yes! Your customer will get notification of renewal ahead of time and agency owner will be able to track that in the dashboard too. This will help agency to improve client retention.

Can I migrate data from other system

Yes! you can. You can import data from any system using our import template and import module. If needed our support team will assist you in migration.

Can The policy data be entered into the software directly from the portal?

No Policy data will not be automatically entered from the insurer site. We have to manually enter these policy data.

Can the policy data be created by this software in the insurer portal site?

No from this software you cannot purchase the policy or enter data directly in the insurer portal site.

What are the features of insurance policy management software?

Please review the different features this software has. https://goinsured.in/features

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.