Insurer and product
In one record.
Hotel feature
Policy management for insurance and financial advisors
Local payments run through NAPS cards, Fawran instant transfers and Apple Pay, and the checkout is prepared for them. Policies are listed with insurer, product, premium and term; active, up-for-renewal and ended policies appear separately. Policy changes are kept with their history.
- English and the community languages your customers speak
- QAR, tax and local levies
- Data protection under PDPL
The portfolio is always in view
Each policy is linked to the client and insured persons; payment period, cover note and documents sit in the same record. The portfolio can be filtered by insurer, product type and term, and total premium volume is visible.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Qatari specifics
Policy terms and cover depend on the insurer’s documents; the system keeps records, while legal interpretation lies with the adviser and insurer.
Frequently asked questions
Do policy files arrive automatically from insurers?
It depends on the interface the insurer offers; otherwise files are imported and the scope is clarified up front.
Related topics
Client file
Client file for insurance and financial advisors in Qatar: client card and family and related persons. QAR quote, Arabic and English.
Learn moreDeadlines and reminders
Deadlines and reminders for insurance and financial advisors in Qatar: renewal date and termination deadline. QAR quote, Arabic and English.
Learn moreClaims tracking
Claims tracking for insurance and financial advisors in Qatar: claim record and passing to the insurer. QAR quote, Arabic and English.
Learn more