Policy and Claims Management for Perfex CRM

Policy & Claims Management for Perfex CRM

Policy & Claims Management for Perfex CRM is a powerful module designed for insurance agencies and agents to efficiently manage insurance policies, claims, renewals, commissions, and automated notifications — fully integrated with Perfex CRM.

Live Demo

You can test the module using the live demo link below. The demo environment is preconfigured with sample data for easy evaluation.

• Demo URL: Insurance Management Software
• Username: admin@demo.com
• Password: Demo@123

Key Features

Insurance Policy Management

• Create and manage all insurance policies from a centralized dashboard
• Create insurance companies directly within the module
• Create customers instantly using name and mobile number
• Attach policy documents and multiple additional documents
• Track policy status with easy updates

Claims Management

• Create claims linked directly to policy number
• Manage detailed claim information including:
• Claim type and priority
• Claim status workflow
• Incident date and location
• Nature of claim and estimated cost
• Upload and manage claim-related documents

Renewal Management & Automation

• Pending renewals overview
• Pending renewal amount summary
• Urgent renewals (policies expiring within 2 days)
• Renewed policies tracking
• One-click renewal status update
• Clone expired policy and create a new policy instantly
• Automated email renewal reminders

Sub-Agent Management System (New in v1.0.1)

• Enable or disable sub-agent system from settings
• Manage sub-agent earnings and commission structures
• Controlled access permissions for sub-agents
• Better organizational hierarchy for insurance agencies

Earnings & Commission Tracking

• View earnings by staff
• Total policies sold
• Total earnings (commission)
• Total premium amount
• Option to hide earnings field while creating a new policy

Reports & Analytics (With Date Filters)

• Star Performer of the Month
• Policies Sold by Staff (detailed breakdown)
• Insurance Company Performance
• Staff Earnings (Commission)
• Total Earnings by Products
• Claims Status Distribution

Notifications & Email Automation

• Send all policy renewal reminders to admin email
• Send renewal and claim emails to clients
• Custom reminder email content
• Auto re-send reminders after configurable days
• Integrated with Perfex CRM notification system

Settings & Customization

• Company settings:
• Custom entity name
• Phone number
• Email
• Logo
• Address
• Notification settings with customizable reminder rules

Multi-Language Support (16 Languages)

• English
• Spanish
• French
• German
• Portuguese
• Italian
• Arabic
• Chinese
• Russian
• Japanese
• Korean
• Hindi
• Turkish
• Indonesian
• Thai
• Tamil

Fully compatible with the Perfex CRM language system and easy to extend with additional languages.

✅ Why Choose This Module?

• Built specifically for insurance agencies and agents
• Automates renewal reminders and follow-ups
• Simplifies claims tracking and management
• Eliminates manual spreadsheets and missed renewals
• Seamlessly integrates with existing Perfex CRM workflows

Requirements

• Perfex CRM Requires at least: 2.3.*
• Cron job enabled for automated reminders

Note: This is a module for Perfex CRM and requires an existing Perfex CRM installation.

Version 1.0.1

 - Added Sub-Agent Management System - Admin can Enable / Disable Sub-Agent System from Settings - Manage Sub-Agent Earnings & Commissions - Structured Access Control for Sub-Agents - Fixed Drag & Drop File Upload Issue - Fixed Issue in Removing Uploaded Files - Improved Stability and Performance 

Version 1.0.0

 - Initial Release