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Seamless Features

Seamless Insure Help Center

Seamless Features

Owned by Mi Tran: Insurance-VN

Welcome to Seamless Help Center!

A Powerful End-to-End Solution for Insurance & Reinsurance Management

Seamless is a powerful cloud-native B2B platform designed to simplify and streamline insurance and reinsurance operations. Built on a microservices architecture, Seamless offers modular adoption, allowing businesses to integrate only the features they need while ensuring scalability and efficiency.

This Help Center provides a basic guide to working with Seamless and achieving your business objectives.

Want to see Seamless in action?

Explore selected features live in our Interactive Demo Center. It’s a guided experience showcasing how key modules work—from product setup and policy lifecycle to reinsurance handling.

Please note: Access to the Demo Center requires a separate login and is not connected to your Seamless platform credentials.

 

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Key Features of Seamless

1. Customer & Sales Management

  • Manage customer accounts, leads, and contacts in a single dashboard.

  • Lead tracking, credit checks, and target group segmentation.

  • Set up team management and sales commissions to optimize performance.

2. Product & Policy Management

  • Build and configure insurance products using the Product Builder tool.

  • Issue, adjust, renew, or cancel policies with easy-to-use interface.

  • Handle bulk policy imports and binders for multiple carriers.

3. Claims Management

  • Register First Notice of Loss (FNOL) and case management.

  • Process claims with payment approvals, reserve adjustments, and recoveries.

  • Integrate claim payment with accounting systems.

4. Finance & Accounting

  • Manage billing, payments, and installment plans for policies.

  • Integrate with accounting providers for financial reconciliation.

  • Track sales commissions, product commissions, and premium distributions.

5. Reports & Compliance

  • Generate custom and standard reports for sales, policies, claims, and more.

  • Ensure regulatory compliance with KYC (Know Your Customer) and audit logs.

  • Export data for Lloyd’s reporting, bordereaux, and accounting purposes.

If you would like to request an article, drop us a mail at seamless.support@seamless.insure

Seamless Help Center