-
English
-
Try for Free
No credit card needed
No credit card needed
Manage a database of insurance agents, easily add contact information and define various insurance classes within each company.
Create class segments within each insurance company, define each class’s categories of insured items and determine the co-payment share of both the agent and the client.
Select categories of products and services to be assigned in each insurance class and auto-computed once selected in an invoice. Easily set up each category’s payment details.
Determine insurance coverage rates and both the insurance company and the client’s copayment share, as well applied discounts in each insurance class.
Easily add limits to either the client or insurance company’s copayment share according to each client’s contracted insurance.
Insurance on client invoicing is activated automatically with insured clients. Insurance co-payments are auto-filled and computed per item.
Assign insurance agents and the class segments the client is insured in each client’s profile, select the client in the invoice and find the insurance automatically applied.
Chargeable Credits work in a very dynamic way. Customizable and flexible; use to create various credit types with different units to suit your kind of business.
Charge your clients with credit of pre-set customized types, determine the desired amount, start and expiry dates and recharge clients’ balance as needed.
Register client credit charge consumption with credit usage and easily track consumed and available credit.
Create tailored packages to suit your industry and clients’ needs. Allocate credit types and preferred amounts, determine package validity and utilize to offer in client memberships.
Track credit charges and credit usage with detailed and summarized reports. Monitor package and membership purchases and keep track of your performance.
Approved By
Daftra
Earn With Daftra
Account
Modules
Industries
Support
Mobile Apps
Fully compliant with Phase Two of e-Invoicing
Mobile Apps
Billing & Invoicing
POS
POS
Chart of Accounts
Expenses Management
Asset Management
Client Follow-Up
Stocktaking
Purchase Management
Stocktaking
Employee Management
Payroll
Attendance and Leaves
Work Flow
Booking Management
Leasing & Reservation
Manufacturing
Client Follow-Up
Memberships Management
