Comprehensive Insurance Sales Tools
360° Insurance experience that empowers insurance companies, distributors and customers
End-to-end insurance sales front end solution that facilitates pre-sales (customer fact find. needs analysis), sales, underwriting and policy servicing. It provides integration with different applications including insurance companies core engine to exchange information instantly such as underwriting status or accept application for processing on a real-time basis.
Key Features
Comprehensive Insurance Sales Tools
- Needs analysis Various calculators such as protection
- gaps, savings goal and budget calculators
- Customer fact find
- eKYC (Know-Your-Customer)
- Highly configurable product engine
- All kind of insurance products handled effectively in one interface
- Quotation engine
- Sales illustration system
- Automated/ Smart underwriting system
- Customisable underwriting rule adhering to corporate and regulatory requirements
- Policy administration such as handling change in customer/ policy details
- Policy renewals
- Claims processing
- Others
- Integrate with payment gateway for premium collection
- Electronic invoicing
- OCR enabled
PROCESSING
- Direct submission to insurance companies for processing
- Digital ID and signature
- Instant application status
- ePolicy
Why Choose Us
Benefits of Comprehensive Insurance Sales Tools
Modular & Highly Configurable
Choose our individual modules or go full suite. We will work with our clients to understand the gaps and goals, coupled with our knowledge in industry trends and technologies, we provide fine-tuned, customizable solutions.
Reliable and Robust Software Applications
Options to go for cloud or on-premise, offline or online applications. Modern technologies, APIs and microservices approach for smooth implementation and optimum application performance.
Shorter turnaround Tim
Smart and configurable product engine built for constant business and product development.
Go Paperless
Increase productivity by simplifying and transforming your day-to-day business operations.
Support Multi Distribution Channel; Consistent Experience
Improve service quality, streamline and optimize the customer on-boarding process, sales and service activities.
Support Multi Devices and Platforms
Simple yet intuitive, performs seamlessly on all digital platforms.
Curious about our solutions? Request a demo today.
If you are interested in seeing the solution in action and finding out how we can help your business, please fill out the form below and we’ll get that booked for you right away.