Agiliux Retail™
End-to-End Solution for Brokers, Insurance Agencies, Insurers, Banks and Insuretechs
An All-in-One Multifaceted Solution
Versatile and Scalable Cloud Insurance Software and One Stop Solution for Consolidating Multiple Retail Distribution Channels for Efficient Management in a Single System
Direct to Customer
(Web, Mobile, and AI Chat)
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Partner’s Portal
(Agents, Brokers, and Banks)
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Backend Integration
(Via InsureMo or INTEGRA)
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API’s for Partners
(Embedded Insurance)
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Customer Self Service
(Policy Tracking, Renewal, Claim Management)
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Direct to Customer
Website or Mobile App
Elevate your insurance operations with Agiliux Retail cloud software, enabling integrated end-to-end retail distribution and policy management via your website or mobile application. Tailored for Insurers, Bankers, and Brokers, leverage Agiliux Retail to streamline policy sales through multiple retail distribution channels. Easily create, add, or modify products to align with the evolving needs of your target audience, enhancing your overall efficiency.
Real-time Quotes
Access instant quotes for any insurance product using Agiliux Retail, with the ability to compare against industry options for optimal coverage and track them at every stage. Enter basic details to discover exact premium amounts for the chosen coverage and ‘Add-ons’ through our native integration with insurance companies and compare options to streamline the entire process. Easily upload documents for verification and validation to receive comprehensive coverage details swiftly.
Online Payment
Effortlessly retrieve any policy document for further review or make secure online payments swiftly through insurer payment gateway with Agiliux Retail software. Agiliux Retail integrates payments in multiple currencies, tax rates, languages and regulatory framework of different countries streamlining and enhancing user experience and ensuring convenience and security.
Automated Send documents
Agents / Brokers Management
Maximize efficiency with Agiliux Retail, serving as a comprehensive solution for Insurance Agents/Brokers. Experience a holistic review of agency operations like adding, updating or removing obsolete products, monitoring sales, reviewing customer experience, claims management and more. Also utilize it as your all-in-one Broker Management System either through their website or mobile POS.
Manage Products & Commission
Use Agiliux Retail as a centralized platform for lead management, creating quotations, managing insurance products, and reviewing earned commissions. Use Agiliux Retail to enhance Agent/Broker capabilities and provide seamless customer interactions through centralized customer service portals addressing multiple retail distribution channels.
Get Customized Sales Reports
Access detailed sales reports, agents reports and commission reports through Agiliux Retail, providing consolidated and segmented insights on total sales, renewals, premiums, claims, commissions earned, etc. Channelize Agiliux Retail, our centralized broking platform, and enjoy the benefits of efficient management and
Agents / Brokers Portal or Mobile App
Agents / Brokers Portal or Mobile App
Agents / Brokers Management
Maximize efficiency with Agiliux Retail, serving as a comprehensive solution for Insurance Agents/Brokers. Experience a holistic review of agency operations like adding, updating or removing obsolete products, monitoring sales, reviewing customer experience, claims management and more. Also utilize it as your all-in-one Broker Management System either through their website or mobile POS.
Manage Products & Commission
Use Agiliux Retail as a centralized platform for lead management, creating quotations, managing insurance products, and reviewing earned commissions. Use Agiliux Retail to enhance Agent/Broker capabilities and provide seamless customer interactions through centralized customer service portals addressing multiple retail distribution channels.
Get Customized Sales Reports
Access detailed sales reports, agents reports and commission reports through Agiliux Retail, providing consolidated and segmented insights on total sales, renewals, premiums, claims, commissions earned, etc. Channelize Agiliux Retail, our centralized broking platform, and enjoy the benefits of efficient management and
Sell via Partners
Partner / Insurtech Management
Stay ahead in the evolving insurance industry by collaborating with embedded insurance or Insurtech partners. Utilize Agiliux Retail to focus on core business and leverage its reach to boost sales. Benefit from a centralized portal for end-to-end operations (sales, billing, claims) and customer service for timely addressing of queries through a common platform.
Real-time Quotes
Agiliux Retail offers seamlessly integrated APIs from insurance companies. Experience access to real-time policy quotations, instant premium pricing, and on-the-fly policy document issuance upon receiving any request raised at Client/Parter end. Effortlessly create and issue policies, enhancing sales through embedded insurance partners. Agiliux Retail provides centralized policy issuance for multiple retail distribution channels and the privilege to stay directly in touch with customers for acknowledgment and customer service.
SDK's, Sample scripts, API documentation
Manage Products & Commission
Use Agiliux Retail as a centralized cloud software for managing lead generation, quotation creation, product management, and commission reviews. Enhance customer experience through downloadable policy brochures, real-time sales assistance and secure online payments. Leverage Agiliux Retail to strengthen Agent and Broker capabilities, ensuring seamless customer interactions for a comprehensive insurance experience through our cloud software.
Get Customized Sales Reports
Harness the power of Agiliux Retail cloud software to gain both bird’s eye and granular reporting of sales and commissions. Utilize our centralized broking platform for efficient management and extensive reporting, empowering informed decision-making in the dynamic landscape of insurance brokerage.
Customer Self-Service
Centralized Customer Service Portal Offering Self-Service Facility for queries related to any Retail Distribution Channel
- Update Contact details
- Check Policy details
- Download Policy documents
- Apply for Renewals & Endorsements
- Customer Statements
- Claim Initiation & Status update
- Intelligent Chatbot
- Integrated with Helpdesk
Any Changes in contact details? Update them right away through the Customer Self-Service Portal anytime and from anywhere.
Get the policy details instantly and review them on the go!
Download the Policy Document directly from our dashboard and instantly and keep them safe in your records.
Do not wait for any policy renewals or endorsements. Get timely notifications from the system for policy renewals and inform the assigned policyholders right away using the Customer Self-Service portal.
Enhance client communication with Agiliux Retail, a comprehensive tool to generate detailed statements, ensuring transparent and clear communication. Streamline interactions, fostering trust and satisfaction among clients and elevate customer service through cloud software, designed to optimize and consolidate operations of multiple retail distribution channels.
Initiate any policy claim instantly through our Customer Self-Service portal and get timely updates.
Get more assistance on any policy related issues through ORI offering Intelligent Chatbots leveraging the power of AI.
Have any issues that need personalized assistance? Get in touch with expert executives for real-time help through our Integrated Helpdesk (Via email, telephone or Whatsapp).
Update Contact details
Any Changes in contact details? Update them right away through the Customer Self-Service Portal anytime and from anywhere.
Check Policy details
Get the policy details instantly and review them on the go!
Download Policy documents
Download the Policy Document directly from our dashboard and instantly and keep them safe in your records.
Apply for Renewals & Endorsements
Do not wait for any policy renewals or endorsements. Get timely notifications from the system for policy renewals and inform the assigned policyholders right away using the Customer Self-Service portal.
Customer Statements
Enhance client communication with Agiliux Retail, a comprehensive tool to generate detailed statements, ensuring transparent and clear communication. Streamline interactions, fostering trust and satisfaction among clients and elevate customer service through cloud software, designed to optimize and consolidate operations of multiple retail distribution channels.
Claim Initiation & Status update
Initiate any policy claim instantly through our Customer Self-Service portal and get timely updates.
Intelligent Chatbot
Get more assistance on any policy related issues through ORI offering Intelligent Chatbots leveraging the power of AI.
Integrated with Helpdesk
Have any issues that need personalized assistance? Get in touch with expert execu.tives for real-time help through our Integrated Helpdesk (Via email, telephone or Whatsapp)
Integration with Insurer API’s
Native integration
Seamlessly connect with APIs from one or multiple insurance companies using Agiliux through the streamlined interface of InsureMo or our native connectivity solution. Enabling insurance brokers to effortlessly access and integrate data, ensuring efficient communication and enhancing overall operational effectiveness.
Working with InsureMO
Optimize backend integration seamlessly across all retail distribution channels with our external partner InsureMo, ensuring efficient and up-to-date processes. Rely on Agiliux Retail as a comprehensive Broker Management System for a streamlined collaboration of multiple retail distribution channels, providing a 360-degree approach to your business.