Case Management
Add, assign, organize, and track sales leads with ease.
Ask Dot to view and manage leads.
Activity Management
Manage meetings and interactions, with internal visibility.
Ask Dot to manage sales tasks and activities.
Product Content
Manage and share diverse media types with clients.
Ask Dot to retrieve, manage, and share content.
Client Management
Easily handle client records; link them to policies and brokers.
Ask Dot to retrieve and present client details.
Official Receipt Generation
Generate, print, track official receipts for customer payments.
Ask Dot to generate and share receipts.
Reporting
Generate, download customizable reports on policies, claims, financials.
Ask Dot to generate and share custom reports.
Performance Management
Instantly assess self and team performance with KPIs.
Ask Dot to analyze and present sales data.
Premium & Commission Calculation
Manage calculation metrics for premiums and commission
Ask Dot to recommend premiums & commissions.
Petty Cash Management
Handle petty expenses, requests, disbursements, receipts, and replenishments
Ask Dot to handle brokers' cash requests.
Claims Management
Streamline the claims process for efficiency and accuracy.
Ask Dot to assist clients with claim filing.
Broker Management
Handle broker records; link them to policies and customers.
Ask Dot to show data on individuals and teams.
Compliance
Ensure industry regulations adherence and maintain compliance records
Ask Dot to create detailed compliance reports.
Payment Vouchers
Create, print, track vouchers; update payment records in real time.
Journal Vouchers
Manage journal entries based on codes and customer information.
Document Management
Organize, share, and sign documents with version control and audit trails.
Platform Agnostic
Access iNXT Broker Suite through mobile and laptop; iOS and Android
Real-time Dashboard
Monitor personalized metrics for quick situational reviews
Policy Management
Create, modify, cancel policies; automate transmission to insurers.
User Permissions and Security
Implement role-based access control and ensure data security
Accounts Management
Handle all company accounts and finances in one place.
