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. ESKA General also integrates policyholder information with 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

Customise payment schedules for each client.

Organise policyholders into groupings and categories.

Maintain an updatable blacklist to mitigate exposure to fraud.

Conduct inquiries using the search tool.

Policyholder Profile Manager