Policy and 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. 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

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 (latest version recommended)
• Cron job enabled for automated reminders

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

(Only For Premium Category Products !)

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.

2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

(Only For Membership Category Products !)

Benefits of our Membership Plans

• Instant access to all plugins and all themes including all future releases
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
• Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

• We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
• We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
• We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

• Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
• Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

• We Only provide WHMCS Module, how you can  nulled any module step only !
• Instant access to all plugins and all themes 
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.