Maintaining a prominent position is crucial in the fiercely competitive U.S. insurance market, where premiums surpassed $700 million in 2022.
NetSuite offers invaluable assistance to insurance companies, enhancing operational efficiency, fostering customer trust, and enabling you to stay on par with the 91% of companies already extracting the advantages of CRM systems.
Your insurance firm requires advanced functionality beyond what most business and finance software can provide. NetSuite offers the solution you need, equipping you with the right tools to overcome challenges such as late payments, commission errors, and missed policy renewals. With NetSuite, your insurance agency can achieve optimal efficiency and effectiveness.
Folio3, an award-winning NetSuite implementation partner, can help streamline your back-office operations, empower your workforce, and deliver trustworthy customer experiences!
Effortlessly track premiums and vital policy information with NetSuite’s centralized data structure.
Ensure commission accuracy with NetSuite, offering a clear view of commissions to maximize earnings and ensure fair compensation for insurance agents.
NetSuite streamlines policy and service delivery for the insurance industry, automating processes for personalized responses.
NetSuite provides customized reporting for insurance agencies, breaking down sales by office, agent, client, or policy type to gain valuable insights.
Managing multiple offices or policy types is effortless with NetSuite, centralizing data for easy control and oversight.
NetSuite automates credit terms, invoice delivery, and collection management, ensuring prompt payments from carriers.
© 2025, Folio3 Software Inc. All rights reserved.
