Asset Management
Fixed assets, minor fixed assets, rights, rented assets and depreciation.
Financial Services
Insurance ManagementTrack company and employee insurance policies from request to payment
Insurance Management handles non-life insurance policies and individual (employee) insurance policies, as well as insurance requests, quotations and orders. Premium payments are tracked with the insurance payment plan.
Which challenges does Insurance Management address?
- Policy expiration dates are missed.
- Insurance quotations stay buried in emails.
- Employee policies and company policies are kept in separate lists.
Key features
The 7 features in Insurance Management and the packages each one is offered in.
- Non-Life Insurance PoliciesIncluded in all packages
- Individual (Employee) Insurance PoliciesIncluded in all packages
- Insurance RequestsIncluded in all packages
- Insurance QuotationsIncluded in all packages
- Insurance OrdersIncluded in all packages
- Insurance PoliciesIncluded in all packages
- Insurance Payment PlanIncluded in all packages
Comparison by package
"Included": part of the package. "Add-on": can be added as an option. "Higher tier": not part of this package; available by upgrading to a higher tier.
| Feature | Micro Business | Small Business | Mid-sized Business | Large Business | Corporate | Enterprise | Tailored |
|---|---|---|---|---|---|---|---|
| Non-Life Insurance Policies | Included | Included | Included | Included | Included | Included | Included |
| Individual (Employee) Insurance Policies | Included | Included | Included | Included | Included | Included | Included |
| Insurance Requests | Included | Included | Included | Included | Included | Included | Included |
| Insurance Quotations | Included | Included | Included | Included | Included | Included | Included |
| Insurance Orders | Included | Included | Included | Included | Included | Included | Included |
| Insurance Policies | Included | Included | Included | Included | Included | Included | Included |
| Insurance Payment Plan | Included | Included | Included | Included | Included | Included | Included |
Source: Factorbooks product and package scope list. For current pricing and additional requirements, request a quote.
Insurance Management: frequently asked questions
Which packages include Insurance Management?
Insurance Management is included in every ERP and ABM package. See the comparison table on this page for package-level details.
Which modules is Insurance Management used with?
Insurance Management runs on the same platform as these modules: Asset Management, Human Resources, Advanced Finance Management.
How do I request a demo of Insurance Management?
Just mention the module you are interested in and your needs in the demo request form. Our sales team will prepare the demo around this module and the related processes.
See Insurance Management in a live demo
In a live demo we walk through your priority processes together and clarify the package and module scope that fits your needs.