Broker / Agency 

Introduction

Our end-to-end insurance solution that enables insurance agency/broker manage sales process, quote calculator, policy holder inquiries and manage policy renewal much more efficiently than was ever before.

Solution for Insurance agency/broker built on flexible and modular architecture

Prospecting

Powerful CRM capabilities and marketing automation to enable insurance agency/broker manage sales process, targets and overrides across different sales channels.

Prospecting

Powerful CRM capabilities and marketing automation to enable insurance agency/broker manage sales process, targets and overrides across different sales channels.

Quote Builder

Quote builder allows you to compare preferred insurers with best plans available and get quotes for new or renewal policy, instantly.

Sales Target & Invoice

Set your team and channel sales targets, insurance rating, billing, commission management, discount management, payments, real-time reporting and analytics.

Sales Target & Invoice

Set your team and channel sales targets, insurance rating, billing, commission management, discount management, payments, real-time reporting and analytics.

Policy & Claims

Import policy data from external data sources, or use our full-blown policy module, in order to link claims to policies and covers.

Service Requests

Secure communication with policyholders and claimant through encrypted online portal together with compliant reporting and insights.

Service Requests

Secure communication with policyholders and claimant through encrypted online portal together with compliant reporting and insights.

Modular Architecture

Modular and flexible architecture allows rapid deploy and easily change applications to meet your strategic business needs.

Multiple Integration Options

We provide APIs and integration options so all your systems can communicate frictionless.

Real Time Reports & Analytics

From anywhere and anytime data is accessible in real time so that your team can make prompt decisions.

Experienced Project Management

Dedicated professional support along with the entire process, from requirements discussion to implementation, testing, and launch.

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