ESKA General lets you create a holistic policyholder profile for every individual and entity you cover, enabling you to integrate their information seamlessly throughout the insurance lifecycle.

ESKA General integrates your policyholders’ information into everything from underwriting processes to creating quotes and processing claims. By allowing you to group policyholders based on similar characteristics, ESKA General enables you to categorize risk and efficiently deepen your reporting and inquiry tasks. ESKA General also delivers policyholder information to ESKA CRM and ESKA Financial, so you can maintain comprehensive financial accounts and strengthen the customer experience.

By providing a policyholder profile manager that follows you through every task, ESKA General helps you connect with your clients and enhance your insurance processes.

• Retain and deploy policyholder information throughout your operation, including:
  • Contact information
  • Submitted applications and documentation
  • Claims & payment history
  • Comprehensive policy details
  • Underwriting and funding details
  • Accumulated sums
  • Profession and income
  • Credit worthiness
  • Beneficiaries
• Customize payment schedules for each client.
• Organize policyholders into groupings and categories.
• Maintain an updatable blacklist to mitigate exposure to fraud.
• Conduct inquiries using the search tool.