Athena CRM for Insurance Brokers
The claim module is complete workflow driven with options to configure your own claim stages. The clients can file for claims online with alerts sent to the brokers, ability to upload the documentation and share the same with insurance company. Clients can view the claim status online and the system sends the SMS or email alerts as soon as the claim stages are updated in the system.
- Claim entry - Record a new claim
- Claim Lifecycle
- Status Alerts
- Tracking and Reports