Customize Pakia

• Initial set up
• Carriers and coverages
• Import Customers from excel
• Incoming commission schemes
• Products
• Manage Agents
• Outgoing commission schemes

Policy and Customer Management

• Manage customers
• Create insurance policies
• Policy renewals
• Endorsements
• Types of endorsements

Extra Features

• Manage Users
• Pakia Reporting
• Manage Insured Objects
• Manage files

Financial transactions

• Policy Transactions
• Mass transactions with pakia