The BMO POS system is suitable for any type of insurance business. You can easily record, check, track and review client policies at any time. Through the POS system, you can directly SMS or email clients.

New! Send SMS to notify your clients directly from POS Terminal
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Need SQL Accounting software to improve your business flow? Do have a look on all SQL Accounting modules that benefits your business.

If you have any specifiq requirements for BMO POS System Setup for Insurance, please do not hesitate to contact us and share with us.e are not only marketing the POS software but the developers of the POS software and hardware which we continue to enhance everyday.

KK Leong: +6014 602 8442
PG Office: +604 642 0621
JB Office: +607 3618927
Singapore: +65 8301 0483
KL Office 1: +603 27803880
KL Office 2: +603 79801388
Email: sales@mobiweb.com.my
You will need to employ client server setup or cloud based setup if you have multiple branches and prefer to have more than one POS terminal. Find out the differences between client server setup and cloud based setup.

Contact Manager Software

It is time to up sales your products

Insurance is a very specialized product that relies on close customer interactions. Contact List Manager CRM is an excellent method for increasing understanding on potential and existing customers, and thereby enabling agents to provide unique services according to their individual situation. Contact Management Software includes advanced features that enable users to manage profitable customers, leads and opportunities efficiently.

The dedicated modules in Contact List Manager CRM software is able to help insurance companies to track customer source , manage sales life cycle, annual membership, monthly billing and other related business activities. Supporting personalized and efficient customer service and sales, Contact Management Software gives insurance companies the opportunity to support customers throughout their lifetime, extending their journey with the company instead of simply providing services in the moment.

Contact Management Software Features:

  • Offline CRM Software
  • One-Time Payment RM1400
  • Software Lifetime Support
  • IC Card Reader Support
  • Record Customers Information Including Alternate Addresses, Educations etc.
  • Support Stand Alone Or Client And Server Architecture
Contact List Manager

RM 1400
One Time Payment Only

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Features

Case and Task Management

Some of the clients may purchase multiple insurance policies. It might create confusion when it comes to insurance claims.

BMO POS System offers unique features that assist in solving this problem by creating service history by creating multiple cases and tasks. For example, you can create a Medical Claim case and assign a Heart attack claim task under that particular case.

pos system insurance

Send SMS or Email

Send SMS and Email to all your client directly from the POS terminal. SMS acts as a great tool to deliver information, educate clients, notify payment and so on. Please note that SMS charges may apply, find out more at iSMS Malaysia.

pos system insurance product and services

Insurance policy record

With BMO POS System, you can record insurance policies purchased by customers. Other than that, you can trace purchase history, payment plans and also send SMS reminders.

pos system insurance pos customer record

Customer Record

Client’s details such as names, contact numbers, addresses and insurance policies are stored in the POS System. It allows you to have access to real time report, service history and customer details with server based POS System.