When a customer contacts your team about an existing vehicle insurance policy, staff need a clear place to find the relevant record and review its details.

For vehicle insurance clubs, agencies and brokers in Australia, keeping policy records organised supports day-to-day enquiries. IMS Pro provides a dedicated Policy Management area alongside its customer, payment and invoice sections.

1. Keep Policy Records in a Dedicated Area

A dedicated Policy Management section gives your team a clear starting point when looking for policy information.

Staff can open the relevant record and review the available details before responding to a policy-related enquiry.

Find the relevant record: Locate the policy information needed for the enquiry.
Review its details: Check the information recorded before giving an answer.
Confirm anything unclear: Ask the appropriate colleague when information needs clarification.

2. Use Consistent Policy Categories

Clear categories help your team describe records consistently. Agree on how the available policy and insurance types should be used, so colleagues understand what each option means.

IMS Pro includes settings for policy types and insurance types, as well as vehicle body and valuation options. Review these settings against your organisation’s requirements during a walkthrough.

3. Review Policy Settings Alongside Records

Policy management also involves understanding the settings available to your team. In IMS Pro, these include:

Policy Types: Manage the policy options used by your team.
Insurance Types: Set the available insurance categories.
Premium Periods: Manage the available premium period options.
Policy Certificates: Access certificate template settings.
Vehicle and Valuation Types: Manage the available vehicle body and valuation options.

Before changing a shared setting, consider how your team uses it and follow your organisation’s process for approving updates.

4. Check Information Before Responding

A customer may ask about information recorded against their policy. Before replying, open the correct record and review the relevant details.

For example, if a customer asks about a recorded vehicle detail, staff can check the policy record first. If the information appears incomplete or unclear, confirm it before providing an answer or making an update.

A consistent checking process helps your team handle enquiries with clearer information.

5. Choose a Setup That Fits Your Team

Choosing insurance software for clubs starts with understanding your team’s daily work. When comparing insurance management software for clubs handling vehicle insurance, review how policy records are organised and which settings your team needs.

You can explore the available IMS Pro features and discuss your requirements with the team. Your quote will confirm which areas are included in your package.

Explore IMS Pro’s Policy Management Features

IMS Pro’s insurance policy management software gives vehicle insurance teams a dedicated place to organise policy records and review their details.

Book an IMS Pro demo to explore the Policy Management area, available settings and package options for your business.