Renewal date
Traceable.
Invoices follow UAE practice: 5% VAT shown separately, TRN on every tax invoice, and payment by card, bank transfer or cash on delivery where it fits. Renewal, termination and payment dates appear in one calendar; reminders go to the adviser and client as a deadline nears. A separate alert arises for a missed deadline.
When a policy is recorded its end and termination dates enter the calendar automatically; how many days ahead to warn is defined for each. From a reminder the adviser can plan a client meeting and the outcome is logged.
Traceable.
Clear and fast.
Ready on site.
Stays on record.
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
We build the solution to fit your hotel and connect it to your existing systems.
We test with real workflows, train your team and only go live when everything is right.
Exact deadlines are set by contract and regulation; entering and verifying a deadline is the adviser’s responsibility.
If you wish; by email or SMS where client consent is recorded.
Policy management for insurance and financial advisors in the UAE: fixed AED quote with 5% VAT, English and Arabic.
Learn moreClient file for insurance and financial advisors in the UAE: fixed AED quote with 5% VAT, English and Arabic.
Learn moreAppointments and calendar for insurance and financial advisors in the UAE: fixed AED quote with 5% VAT, English and Arabic.
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