POS System Setup for Insurance
Pos Setup for Insurance
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.
If you have any special requirements for BMO POS System Setup for Insurance, please do not hesitate to contact us and share with us. We are not only selling the POS software but we are also the developer of the POS software and hardware.
- Singapore: +65 8301 0483
- JB Office: +607 3618927
- KL Office: +603 27803880 / +603 79801388
- PG Office: +604 6420621
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.
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 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.