Health insurance quoting software free download for insurance business
Health insurance quoting software is a quoting software tool specifically developed for insurance agents to quote all the insurance plans. Catalystk software provides an insurance quotation template to generate an insurance quotation for all insurable products, services, and insurable plans. All health insurance companies can quote the estimated cost of the insurance plan and submit it professionally. All the quotations generated using the software application are flexible to quick changes and can be revised within minutes. The application provides easy access to the required client information, details about the insurance plans, thereby allowing you to generate insurance quotations in less time. Catalystk health insurance quoting software is integrated with Lifetime free GST billing software, free CRM software, ERP software, AMC or Rental software, Inventory software, Manufacturing software, Artificial Intelligence ( AI ), and 500+reports. It's fully free with all the options. Click the link to register for free.
Catalystk offers insurance quoting software free download to create quotations with multiple policy terms & conditions, pdf download, and policy renewal reminder option
The health insurance quote software by Catalystk with a free download option helps you with professional quoting while maintaining the data accuracy. All insurance agencies can easily quote their insurance plans and submit the insurance quote in multiple formats. The software provides built-in customization tools where you can create quotes with multiple terms and conditions based on different insurance policies. A pdf format of the quoted insurance plan can be retrieved and also you can print the quotations in multiple formats. You can submit the insurance quotation to all your clients via mail with multiple file attachments. The quotation software helps you to keep track of all the quotations and provides reminder options to set reminders for the renewal of all the insurance policies.
Free health insurance quoting software features:
- Quotation with images
- Quotation grouping products
- Revised Quotation
- Quotation without image
- Email Quotation
- SMS Quotation
- Quotation Follow-ups
- missed quotation follow-ups
- Proforma Invoice
- Sales Order
- DC
- Invoice
- Sales Projections
- Sales achievements
- Deals management
- Task management
- Leads management
- Return Received
- HSN Code
- GST Calculations
- Finance management
- General Ledger
- Client Ledger
- Supplier Ledger
- Pending Payments
- Balance Sheet
- Profit and Loss
- Sales management
- Procurement Management
- Purchase Enquiry
- Vendor Identification
- Purchase Order
- Goods Received Note
- Goods Return
- Purchase Invoice Verification
- Purchase Invoice
- Pending Purchase
- Sales Work Flow
- Manufacturing
- Bill of Materials
- MRP(Planning)
- Job Work / Job Order
- Work Order
- Manufacturing process
- Grouping
- Follow Up
- Excel Uploads
- Excel Download
- Automated Sales Order, Invoice mailing system
- Reports
Catalystk provides free health insurance quotation software with CRM options to maintain client data and generate client-wise reports.
Catalystk insurance quotation software is a fully integrated software with customer relationship management (CRM) tools. The CRM module helps you to record all the client information to easily fetch the data while creating quotations. It provides good follow-up options to followup clients for renewals, new policy information, etc. The software provides up to date information and reports of all the clients in excel format. You can download client-wise quotation reports which give you detailed information about the client data, insurance policy, renewal period, etc. It is all in one insurance quoting software that facilitates quick quote creation and delivering quotations containing all the required information.
