Family Management
Group and manage family members with their insurance policies in one organized view. Simplify family policy management, track dependents, and provide consolidated access to all family insurance needs.
What is Family Management?
Our Family Management module allows you to group family members together, manage their insurance policies collectively, and provide a unified view of all family insurance needs. Perfect for managing health insurance, life policies, and other family-oriented coverage plans.
Key Features
Family Grouping
Create family groups with primary members and add dependents with defined relationships like spouse, children, and parents.
Relationship Mapping
Define relationships between family members including spouse, child, parent, sibling, and other dependents.
Family Policy Tracking
Track all policies across family members in a consolidated view with renewal dates and coverage details.
Shared Documents
Share documents across family members with secure access controls and centralized document management.
Family Analytics
View consolidated family insurance coverage, total premiums, and identify coverage gaps across the family.
Group Notifications
Send renewal reminders and important updates to entire family groups via WhatsApp, SMS, or email.
Why It Matters
Better Customer Experience
Families can view all their policies in one place, making it easier to manage insurance needs and renewals.
Increase Cross-Selling
Identify coverage gaps across family members and recommend appropriate insurance products to fill those gaps.
Save Time
Manage multiple family members efficiently with bulk operations and consolidated reporting capabilities.
Complete Coverage Visibility
Get a holistic view of family insurance needs, ensuring no one falls through the cracks in coverage.
How It Works
Create Family Group
Start by creating a family group and designating a primary member.
Add Family Members
Add dependents and define their relationship to the primary member.
Link Policies
Associate insurance policies with respective family members.
Manage Together
View, track, and manage all family policies from a unified dashboard.
Related Features
Customer Management
Complete 360° CRM system for managing customer profiles and policy history.
Learn More →Policy Management
Manage all insurance types with renewal tracking and premium calculations.
Learn More →Customer Portal
Self-service portal for families to access policies and submit claims together.
Learn More →Ready to Simplify Family Insurance Management?
Start your 14-day free trial today. No credit card required.