The BMO POS system is suitable for any type of insurance business. You can easily record, check, track and review client policies at any time. Through the POS system, you can directly email clients.

Insurance policy record

With BMO POS System, you can record insurance policies purchased by customers. Other than that, you can trace purchase history and payment plans.

Customer Record

Client’s details such as names, contact numbers, addresses and insurance policies are stored in the POS System. It allows you to have access to real time report, service history and customer details with server based POS System.

Recurrence

Recurrence allow you to set recurrence of membership on item.For example, when your customer purchases an item with a monthly cycle type, the system will update his/her membership to the status that you have set after a cycle.Applicable for insurance fields, road tax renewal, change of engine oil date and membership.

Case and Task Management

Some of the clients may purchase multiple insurance policies. It might create confusion when it comes to insurance claims. BMO POS System offers unique features that assist in solving this problem by creating service history by creating multiple cases and tasks. For example, you can create a Medical Claim case and assign a Heart attack claim task under that particular case.