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Insurance module

In short

Insurance is a HelloCRM module: insurance policies, premiums, claims and renewals. A paid module that can be tried for 3 days; its price is coming soon. You switch it on next to the free core CRM, and cancelling it deletes none of your data.

Updated:

Switching a module off and on The clip shows the Hungarian interface; every screen is also in English.

Fact sheet

What it is
A HelloCRM module: insurance policies, premiums, claims and renewals.
Who it is for
Suggested for these trades: Insurance broker. It can be switched on in any account.
Price
A paid module that can be tried for 3 days; its price is coming soon. Bought on its own, monthly.
Limits
The account's limits depend on the plan; on the free plan: Users: 3, Contacts: 2,000, Emails / month: 500, Storage: 1 GB.
Cancelling
Cancel any time; the module stays until the end of the paid period, and none of your data is deleted.
Languages
Hungarian and English, chosen per user.
Where it runs
In the browser today (app.helloteam.hu), on a phone too; Windows, macOS, iPhone and iPad, Android apps coming soon, none in a store yet.
Where the data is kept
Germany (Falkenstein), Hetzner, EU: the cloud version of HelloCRM keeps its data and uploaded files in Hetzner's Falkenstein data centre. The Self-hosted plan: the same system on your server.
Status
Not launched yet; pre-registration is open. Launch: the date has not been announced.
Maker
DField Solutions, Hungary

Insurance module: facts, as of

What does the Insurance module do?

  • A policy book with insurer and premium.
  • Renewal in one click; a date that passes expires the policy and says so.
  • Claims attached to the policy.

What does it cost, and can I try it?

Details

Insurance: paid module, price coming soon.

Bought on its own, monthly, on top of the free core CRM. It can be tried for 3 days first.

Who is the Insurance module for?

Questions

How much does the Insurance module cost?

Paid module, price coming soon.

Can I try the Insurance module?

Yes, for 3 days, once, without paying. After that it is bought on its own, and cancelling it deletes none of your data.