Policy & Claims Management for Brokers and Agencies
Policy administration and claims tracking for insurance brokers and agencies — built on the same CRM and Finance foundation as the rest of Vrodux ERP.
The Vrodux modules Insurance teams use
Each one is a complete module with its own page, and they all share one login, one set of customer records and one ledger.
Insurance
Policy administration and claims tracking built for insurance providers and brokers.
Explore the moduleCRM
Manage leads, opportunities, and pipeline with customer communication and activity tracking.
Explore the moduleFinance & Accounting
Complete financial management with GL, AP/AR, bank reconciliation, multi-currency, and advanced financial reporting.
Explore the modulePolicy lifecycle
- 1
Policies
Keep policy records.
- 2
Renewals
Renew policies and record payments.
- 3
Claims
Resolve or approve claims; approval has its own permission.
1Policies
Keep policy records.
2Renewals
Renew policies and record payments.
3Claims
Resolve or approve claims; approval has its own permission.
Built for Insurance
Highlights from Insurance. See the module page for everything it includes.
Policies → Renewals → Claims. Renew, record payments, resolve/approve claims (claims have an approve permission), summary.
ERP for Insurance: your questions
Vrodux fits other industries too
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