Digital Distribution Solution
iMocha’s Digital Distribution Solution empowers insurance companies to modernize their agency networks through intelligent, data-driven, and automated technologies. By combining AI-powered prospecting, automated sales management, and real-time analytics, the solution enhances agent productivity, visibility, and engagement across channels. With an agency-centric digital transformation approach, iMocha enables seamless connection, collaboration, and customer interaction—driving operational efficiency, optimizing performance, and unlocking new revenue opportunities in the evolving digital insurance landscape.
TOOLS
Empower Agent to Drive More Sales
Retain modern/new customers in this competitive marketplace.
Standardize direct sales experience across all channels/agencies.
Aggregating various digital tools for agents to offer own customer direct platform.
Acquire new customers that now have all the freedom to go online and compare every insurance offer.
Encourage marketing/ lead generation activities among agencies/ agents with easy-to-use tool.
Implementation Cost
Low-cost implementation with a transactional fee driven model.
Services
We custom-built applications for these clients
Personalized Website with Content Management System
Enabling direct interaction, engagement and the ability to capture potential client interest
- Contact Form/ Lead Form to drive leads
- Adopt combined marketing strategy, website and social media
- URL can be agent own domain or assigned by Insurer
- Manage content and publishing on personalized website/page
- Encourage publication of regular, engaging article, educational blog content to improve search engine ranking, demonstrate agency/ agent industry expertise, and boost visitor engagement, hooking the audience.
Lead Management System
CRM info will enable all modules to work seamlessly, i.e email blast to the customer base, customer serving etc.
- Prospect & Customer Management
- Lead Filtering & Distribution
- Lead Tracking & Monitoring
- Lead Source & Collection
- Lead Ownership
- Campaign Management
Customer Service
Direct contact option on their site/ page/ and interactive Chatbot
- WhatsApp Integration
- CRM Integration
- Knowledge-based for Faster Solution
Direct Insurance Capability
Activating new channels for sales digital insurance
- Reduce some load of agents especially for simpler and smaller premium size products, generating online sales.
- Real-time data and analytics from different marketing channels come in useful to optimize the online sales funnel.
- Individual agent will have their own unique agent code, transactions or sales coming from individual site/ page is identifiable through the unique agent code and park under their sales portfolio.
Integration Approach
- iMocha to develop product engine and fulfillment API gateway for Insurer.
- Connect to Insurer ready-API for fast quote and policy issuance.
- Alternatively, for plan based simple product, it does not require API service for quotation and issuance, data will then be passed to Insurer by batch for processing (either branch or SFTP).
Payment Gateway, BackOffice Management, e-KYC
- Integrated with payment gateway – Straight through processing including allowing customer to pay premium online where iMocha provides a standard integration to a payment gateway provider or via a custom integration based on the choice of the agent.
- Completed with back office for agent to view policies purchase history via direct channel, incomplete cases for them to follow up (linked to CRM).
- E-Know Your Customer – Onboard customers by verifying original identification document and live face detection.
Email Marketing
Build & Create
- Create email campaigns to promote products and services, announce product launches even down to festive greetings and auto responder.
Segmentation & Targeting
- Gather data from CRM, allowing agent to segmentize the listing according to suitability of the products or other criteria.
Monitor & Optimize
- Comprehensive dashboard providing reports on open, click, bounce to gauge and improve performance.
Social Media Integration
Integrate with major social channels including Facebook, Twitter, Instagram, allowing agents to create post and publish to multiple channel at one go
- Establishing agencies digital presence (website/ social media) to support Insurer brand’s reputation as being customer focused, reputable, and trustworthy – all important factors for consumers when deciding on the insurance company.
- Consumers turn to social media when looking for information to help them make a decision about which insurance company or agent to do business with. A study by Accenture found that 48% of consumers would consider comments on social media when making insurance-buying decisions.
Services
We custom-built applications for these clients
Enabling direct interaction, engagement and the ability to capture potential client interest
- Contact Form/ Lead Form to drive leads
- Adopt combined marketing strategy, website and social media
- URL can be agent own domain or assigned by Insurer
- Manage content and publishing on personalized website/page
- Encourage publication of regular, engaging article, educational blog content to improve search engine ranking, demonstrate agency/ agent industry expertise, and boost visitor engagement, hooking the audience.
CRM info will enable all modules to work seamlessly, i.e email blast to the customer base, customer serving etc.
- Prospect & Customer Management
- Lead Filtering & Distribution
- Lead Tracking & Monitoring
- Lead Source & Collection
- Lead Ownership
- Campaign Management
Direct contact option on their site/ page/ and interactive Chatbot
- WhatsApp Integration
- CRM Integration
- Knowledge-based for Faster Solution
Activating new channels for sales digital insurance
- Reduce some load of agents especially for simpler and smaller premium size products, generating online sales.
- Real-time data and analytics from different marketing channels come in useful to optimize the online sales funnel.
- Individual agent will have their own unique agent code, transactions or sales coming from individual site/ page is identifiable through the unique agent code and park under their sales portfolio.
Integration Approach
- iMocha to develop product engine and fulfillment API gateway for Insurer.
- Connect to Insurer ready-API for fast quote and policy issuance.
- Alternatively, for plan based simple product, it does not require API service for quotation and issuance, data will then be passed to Insurer by batch for processing (either branch or SFTP).
Payment Gateway, BackOffice Management, e-KYC
- Integrated with payment gateway - Straight through processing including allowing customer to pay premium online where iMocha provides a standard integration to a payment gateway provider or via a custom integration based on the choice of the agent.
- Completed with back office for agent to view policies purchase history via direct channel, incomplete cases for them to follow up (linked to CRM).
- E-Know Your Customer - Onboard customers by verifying original identification document and live face detection.
Build & Create
- Create email campaigns to promote products and services, announce product launches even down to festive greetings and auto responder.
Segmentation & Targeting
- Gather data from CRM, allowing agent to segmentize the listing according to suitability of the products or other criteria.
Monitor & Optimize
- Comprehensive dashboard providing reports on open, click, bounce to gauge and improve performance.
Integrate with major social channels including Facebook, Twitter, Instagram, allowing agents to create post and publish to multiple channel at one go
- Establishing agencies digital presence (website/ social media) to support Insurer brand’s reputation as being customer focused, reputable, and trustworthy – all important factors for consumers when deciding on the insurance company.
- Consumers turn to social media when looking for information to help them make a decision about which insurance company or agent to do business with. A study by Accenture found that 48% of consumers would consider comments on social media when making insurance-buying decisions.
