Policy Management Module
Additional Perfex CRM Module
The Policy Management Module enables insurance and medical brokers to manage client policies and claims within Perfex CRM — all from a single, centralised system.
Track policies, dependents, claims, documents, compliance notes, and workflow without juggling multiple provider systems.
What is the Policy Management Module?
The Policy Management Module enhances Perfex CRM, enabling brokers to manage insurance and medical policies efficiently.
Policies include:
- Medical Aid
- Medical Insurance
- Gap Cover
- Pet Insurance
- Business Insurance
- Car Insurance
- Home Insurance
- Risk & Short-Term Products
Brokers act as intermediaries between policy providers and clients — yet most providers use separate systems. This forces brokers to operate across multiple platforms, spreadsheets, and email chains.
This module centralises policy and claims tracking within your CRM.
Core Features
Policy Overview Page
Central dashboard listing all policies with Perfex functionality included.
Individual Policy Management
System captures policy details, holders, dependents, etc.
Claims Overview Page
Central view of all claims.
Individual Claim Page
Allows workflow integration with claim information, documentation, and notes.
Settings & Role Permission
Fully configurable settings, with role based permissions for policies and claims.
Client Portal Integration
Easy viewing of all linked policies and claims.
Dashboard Integration
Accessible summaries of policies and claims.
Integrated Workflow
Integration of other CRM features directly with the Policy Management.
Why Choose Perfex CRM
Centralized Policy Tracking
Easier to track the important policies.
Claim Tracking
Easier to track the important claims.
Broker Commission Visibility
Built for businesses that need real functionality.
Integrated Workflow Management
The module sits inside the CRM.
Business Benefits
- One system for client, policy, and claim management
- Reduced reliance on provider systems
- Structured compliance tracking
- Paperless documentation
- Improved workflow control
- Better visibility of revenue streams
- POPIA/GDPR compliant framework
- Integrated CRM automation
Pricing
This module requires Perfex CRM Core Module to operate.
R5,300
Once-Off License
R500 monthly (hosting, support, maintenance)
Roadmap features (Client Portal visibility & Commission Calculations) included in future updates.
Unlock the Policy Management Tool
If you are an insurance or medical broker managing policies across multiple providers, you need:
- Visibility
- Compliance tracking
- Structured claims management
- Centralised workflow
Ready to take control of your policy management?
The Policy Management Module transforms Perfex CRM into a broker-focused operational system — built for control, efficiency, and growth.
Ready to Get Started?
Use the Policy Management tool to transform the powerful PERFEX CRM into an even more powerful tool.