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
Automate your end-to-end brokering process and accounting workflows. Saving you more time to serve your clients better.
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.
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.
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
Easy and automate syncing of invoice, debit/credit note and track payments from the policyholders and insurers with an ease.
Supports online and partial payments with multiple currencies, tax rates and properly align the business financial details.
Create and generate regulatory reports such as AR/AP, Income statement, Tax reports and much more for auditing.
Enhance financial decision-making with access to real-time data and manage KPIs with self-service dashboards and widgets.
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.
Multiple and Flexible Integration
Multiple operational and integration options with legacy systems to meet the business needs and match the infrastructure capabilities so all your systems can communicate frictionless.
You are not Locked in
Easily make changes to processes, workflows and rules, so that new types of data and analytics tools become available to you and the insureds.
Regulatory Reports
Create and generate regulatory reports such as Accounts Receivables & Payables, Brokerage fee, Monthly statements, GST/SST reports and much more for better financial insights and auditing.
Self- service Portal
Customizable portal with separate view for Policyholders and Insurers to view active policies, upload necessary documents, track claim status 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