Insurance Broker
Software

Agiliux insurance broker software enables brokers to automate client services, broking process, claim submission, and improve financial compliance.

Insurance Broker Software

Agiliux insurance broker software enables brokers to automate client services, broking process, claim submission, and improve financial compliance.

Overview

High-performance of a cloud-insurance solution – Embarks new journey with Agiliux. Automate end-to-end broker process and accounting.

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.

Prospecting & Proposal

Extensive logging of all activities captured from various online channels to help you stay compliant.

Engage leads with product updates, track all insurance enquires and convert your leads into potential clients.

Provide proposal form to client upon the client’s proposal and fill in all the material facts.

Brokers identify the client credibility to pay for the premium based on the product chosen.

Broking Slip & Quotation

Create broking slips with ease from keyed-in customers data in prospect view.

Intelligent database that recommends suitable insurers based on the prospect data.

Compare plans, advise customers, and receive quote binding once agreed.

Enables fast response to customers upon receiving cover notes and debit notes.

Customer Management

Create customer profile with personal and medical details, employment and education history, and much more.

Managing customer database is highly useful for the sales agents to cross-sell or upsell products and much more.

Consolidate all the customer communications, proposals & quotes, relevant files, calendar activities, on a single platform.

Configurable workflows and set alerts & notifications for personalized birthday and festive greetings and much more.

Policy Administration

Maintain the policy certificate issued insurers, then manage policy holder’s data.

Upload and store identification document, letter of authorisation, policy schedule, certificate of insurance for records.

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.

Customer Portal

Allows customers to stay updated on quotations, policy, and renewal.

Real-time notifications for claim status at any given stage.

Customers can download quotations, cover notes, policy wording, and more.

When further action is required, service requests can be easily created.

Insurer Portal

Insurers can review and amend changes to the broking slip before proceeding with the quotation.

Insurers can receive quote binding while brokers can download the cover note once uploaded.

Allows insurers to have a quick view of current policy status.

Enables insurers to review incoming claims and raise enquires for further investigation.

Accounting & Reports

Automate and synchronize transactions between insurer and customers.

Currencies and tax rates are fully supported through online and partial payment.

Generate multiple financial reports for regulatory and auditing purposes.

Real time dashboards and widgets to allow ivisual and intuitive financial reporting.

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Prospecting & Proposal

Extensive logging of all activities captured from various online channels to help you stay compliant.

Engage leads with product updates, track all insurance enquires and convert your leads into potential clients.

Provide proposal form to client upon the client’s proposal and fill in all the material facts.

Brokers identify the client credibility to pay for the premium based on the product chosen.

Broking Slip & Quotation

Create broking slips with ease from keyed-in customers data in prospect view.

Intelligent database that recommends suitable insurers based on the prospect data.

Compare plans, advise customers, and receive quote binding once agreed.

Enables fast response to customers upon receiving cover notes and debit notes.

Customer Management

Create customer profile with personal and medical details, employment and education history, and much more.

Managing customer database is highly useful for the sales agents to cross-sell or upsell products and much more.

Consolidate all the customer communications, proposals & quotes, relevant files, calendar activities, on a single platform.

Configurable workflows and set alerts & notifications for personalized birthday and festive greetings and much more.

Policy Administration

Maintain the policy certificate issued insurers, then manage policy holder’s data.

Upload and store identification document, letter of authorisation, policy schedule, certificate of insurance for records.

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 policy holders 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.

Customer Portal

Allows customers to stay updated on quotations, policy and renewal.

Real-time notifications for claim status at any given stage.

Customers can download quotations, cover notes, policy wording and more.

When further action is required, service requests can be easily created.

Insurer Portal

Insurers can review and amend changes to the broking slip before proceeding with the quotation.