Insurance Agency Software
Agiliux insurance agency software helps agencies to grow and manage their business with an industry specific CRM, commissions processing and sales automation.
Insurance Agency Software
Agiliux insurance agency software helps agencies to grow and manage their business with an industry specific CRM, commissions processing and sales automation.
Overview
Automate your day-to-day policy and claims management process. Engage with your clients better. Improve your overall agency productivity.
Want to know more?
If you’re considering digital transformation of your business or automation of certain business operations, or just want more information, book a demo at your desired date and time.
Agency Management
Appointed agents can control the products they sell across various digital channels.
Monitor agents activities, and set sales target by number of deals closed or by amount and analyze top performers.
Record daily expenses with the bills, supporting documents and during tax return filing, generate expenses reports for past year.
With configurable commission calculation feature, track payments and generate regulatory reports for better financial insights.
Manage Lead & Prospect
Capture leads from various online channels and extensively log all the activities to help you stay compliant.
Engage leads with product updates, track all insurance enquires and convert the leads into potential clients.
Provide proposal form to client upon the client’s proposal and fill in all the material facts.
Based on the information given in proposal form, agents will identify client’s credibility to pay the premium based on the product chosen.
Product & Quotes
All the relevant information on insurance product will be used by agencies for marketing purposes.
Store the product benefits and exclusions as set by the Insurers which is an useful repository to cross-check while upselling.
Manage all the quotes from Insurer and the iterations/revisions until the client accepts the quote.
Upon customer's acceptance, send the quote to the insurance company for quote binding and issuance of cover note.
Customer Management
Manage the customer profile, recent activities, proposals, policy documents and a quick summary view of latest policy & claims.
Organize client database with more details - Medical Card, Will Writing, MRTA and cross sell essential or relevant services.
Clients can view, download proposals & quotes, upload documents, submit inquiries, track claims status, and much more.
Agency will organize the data into folders for quick annual renewals for individual and business clients.
Policy Administration
Create policyholder profile with Insured, class, coverage, inception date, renewal date and guidelines set by the Insurer.
Digitally manage client documents - identification document, letter of authorisation, certificate of insurance and much more.
For any change to the policyholder details or coverage, quickly create endorsements and send across to make payments if any.
Send renewal reminder together with quote to the policyholders and upon payment, receive email with renewed policy details.
Claim Management
Ensure all details given by policy holders are true before progressing.
Prepare a checklist of supported documents and evidence(s) for claim submission, collect on behalf of the policy holders and share to the insurers.
Keep track of the claim process and provide any further documents or excess fee updates required until claim settlement.
Agency Management
Appointed agents can control the products they sell across various digital channels.
Monitor agents activities, and set sales target by number of deals closed or by amount and analyze top performers.
Record daily expenses with the bills, supporting documents and during tax return filing, generate expenses reports for past year.
With configurable commission calculation feature, track payments and generate regulatory reports for better financial insights.
Manage Lead & Prospect
Capture leads from various online channels and extensively log all the activities to help you stay compliant.
Engage leads with product updates, track all insurance enquires and convert the leads into potential clients.
Provide proposal form to client upon the client’s proposal and fill in all the material facts.
Based on the information given in proposal form, agents will identify client’s credibility to pay the premium based on the product chosen.
Product & Quotes
All the relevant information on insurance product will be used by agencies for marketing purposes.
Store the product benefits and exclusions as set by the Insurers which is an useful repository to cross-check while upselling.
Manage all the quotes from Insurer and the iterations/revisions until the client accepts the quote.
Upon customer's acceptance, send the quote to the insurance company for quote binding and issuance of cover note.
Customer Management
Manage the customer profile, recent activities, proposals, policy documents and a quick summary view of latest policy & claims.
Organize client database with more details - Medical Card, Will Writing, MRTA and cross sell essential or relevant services.
Clients can view, download proposals & quotes, upload documents, submit inquiries, track claims status, and much more.
Agency will organize the data into folders for quick annual renewals for individual and business clients.
Policy Management
Insurer will create a profile for policyholder then upload and key in all the details on plan and coverage, policy expiry date, sum covered, and more.
Digitally manage client documents - identification document, letter of authorisation, certificate of insurance and much more.
For any change to the policyholder details or coverage, quickly notify insurer to update the endorsements and send across for adjustment.
Send renewal reminder together with quote to the policyholders and upon payment, receive email with renewed policy details.
Claim Management
Ensure all details given by policy holders are true before progressing.
Prepare a checklist of supported documents and evidence(s) for claim submission, collect on behalf of the policy holders and share to the insurers.
Keep track of the claim process and provide any further documents or excess fee updates required until claim settlement.
Want to know more?
If you’re considering digital transformation of your business or automation of certain business operations, or just want more information, book a demo at your desired date and time.
Agent Directory
Maintain agent profile from recruitment process to agent registration, regulatory trainings attended and monitoring yearly sales performance data with cloud-based insurance management software from anywhere and anytime.
Customer Portfolio
Improve the efficiency of agents by tracking every service taken by customer and keeping the services listing available for upsellling and crossselling to keep more sales opportunities open for your agents.
Reminder Notifications
Track and monitor festival greetings, policy renewals, so that agents can follow up timely. Set alerts and reminders to help agents engage policy holders from time to time and stay top of charts as best performing agent.
Documents Repository
Powerful document management tool for keeping complete policy holder documents from quotation options to accepted final quote, invoice/debit note issued, cover note, policy documents, endorsements and much more.
Our Whitepapers
Brokers Going Digital: Are You Ready For The Change?
Insurance broker operations are going digital. Join the digital transformation now.
Underwriting: Who, What and How?
Before we go into the details, do you really understand what exactly is underwriting?
Game Changing: Claim Turns Digital
Compensation is made to the policyholder in the event of a loss – is what claim is supposed to be.
The Impact of Technology on The Insurance Industry
The emergence of InsurTechs in the insurance industry has challenged businesses.
New Agency Generation: Agency Software
One thing that all administrative agency wants to prevent; too many fields to be fill.
Automated Claim Process
In the insurance industry, claims are considered one of the crucial departments.
We Are Partners With
WE DON'T SELL INSURANCE.
WE GIVE TECHNOLOGY TO THE PEOPLE THAT DO.
As insurers struggle to sustain growth, the pressure to boost performance has become an urgent priority. Unlike other industries, which have been able to capitalize on their investments in digital technologies, insurance hasn’t increased its overall productivity in the past ten years.
The Productivity Imperative in Insurance McKinsey Industry Report