General Insurance

A web based application for insurance agencies and brokerages to digitize and transform their operational workflow.

Already using Success GI?

Login to Success GI

Why Use Our Software?

  • Minimise

    Documents

  • Save

    Manpower

  • Automated

    Quotes

  • Real-time

    Business Tracking

Workflow Optimisation Made Easy

After completing a sale of an insurance product, operation staff can track and manage the end to end lifecycle of the policy with ease through our software.

Advantages And Features

Manage Your Policies Easily!

  • Policy inquiry/history/renewal
  • Generate unique endorsement numbers for each policy
  • Track underwriter transaction number & date for recon of statements
  • Upload policy & claim attachments
  • Automatically create official receipts

Easy Accounting

  • Generate debit note from policy easily
  • Post for debtor, creditor & introducer in one debit entry
  • Calculate commission to firm, introducer & broker, as well as GST instantly
  • Accounts payable/receivable
  • General ledger (Journal voucher/Misc. Payment/Misc. Receipt)
  • Cash book & bank reconciliation

Clear Reports

  • Trial balance, balance sheets, P&L reports
  • Sales analytics
  • Transaction listings
  • GST reports (for Form 5)
  • MAS reports by quarterly
  • Renewal policy listing/master list/notice

Other Features

  • Multi-class insurance
  • Multi-agent transactions
  • Co-insurance
  • Instalment schemes

Interested In Our Products?

Book A Demo!