01
What it configures
Tracked with code, country and contact partner.
Bancassurance: Insurance product distribution, policies, premiums and commissions
+$13.56/mo at 1,000 members. Free instant access, no credit card required.
Works with
Members
02
What it configures (continued)
Kept entirely within this app.
03
Services
A guided assistant — fill it in once and it writes every record it touches.
What's inside
Everything in Bancassurance
18 items in 5 areas, every one shipping with the app today.
What it configures
- Bancassurance Underwriter
- Bancassurance Policy
- Bancassurance Product
- Bancassurance Claim
- Bancassurance Commission Ledger
- Bancassurance Driver BaseKept entirely within this app.
What it configures (continued)
- Generic REST Underwriter DriverKept entirely within this app.
- CIC Insurance DriverKept entirely within this app.
- Britam DriverKept entirely within this app.
Services
- New Quote
- Policies
- Products
- Claims
- Underwriters
- Commissions
It runs by itself
- Bancassurance: Post commissions to payrollRuns daily
- Bancassurance: Check policy renewals / lapsesRuns daily
Guided assistants
- Bancassurance Policy Quote Wizard
Works with
What Bancassurance works with
Bancassurance shares one database with the rest of the Bridge MFI Suite and BridgeERP: these are the apps it already talks to, with nothing to buy in between.
Builds on
Bancassurance needs these to run; they come with it in the same plan.
And the wider platform
Any BridgeERP app can join the same database.
AccountingFull double-entry accounting, bank reconciliation, assets, budgets and statutory reports.
ExpensesEmployee expense claims with receipt capture and reimbursement.
InvoicingCustomer invoices, vendor bills, payments and tax handling.
SignSend documents for legally binding electronic signature.
SubscriptionsRecurring contracts, automatic renewals and MRR reporting.
EmployeesEmployee records, contracts, attendance, skills, appraisals and referrals.
Put Bancassurance to work
Add it to your Bridge MFI Suite plan, priced per member, or start a free trial and see it running first.