Point of Sales and Service

Empower your agents and customers with intuitive mobile app and web portal

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 Point of Sales and Service Portal and App - Point of Sales and Service

Point of Sales and Service Portal and App


Transform the experience of your agents and customers with an intuitive web portal and mobile application. Deliver services round the clock and enable online quotation management, claim intimation, and service request initiation. Get detailed insights with reports and allow real-time tracking of requests.

 -  - Point of Sales and Service
Point of Sales and Service

Quotation Management

  • End-to-end quotation management, from capturing data for premium calculation and invoking calculation rules to generating the quotation
  • Generation of documents in the desired template that can be shared with customers in real-time

e-Application

  • Automatic submission of the e-application and documents at the back-end for processing
  • Digital docket for each customer comprising the application and other supporting documents that can be accessed for underwriting and policy issuance

Claim Intimation

  • Intuitive portal/mobile app for claimants/agents to intimate about the first notice of loss
  • Mandatory checks at the time of data entry to detect any frauds
Point of Sales and Service

Service Request Initiation

  • Portal/mobile app for clients/agents to initiate policy service requests
  • Real-time policy retrieval based on multiple search criteria

360-degree Process View

  • Configurable and detailed user productivity and business reports
  • End-to-end monitoring with real-time tracking of quotation status, claims status, service requests, etc.

Solutions for Insurance Firms

Issue policies instantly and accurately using an...

Improve customer experience and retention by streamlining...

Streamline the claims lifecycle for fast, accurate, and...

Empower your agents and customers with intuitive mobile app...

Success Stories

Venerable -  - Point of Sales and Service

Watch how Venerable leveraged Newgen’s platform to accelerate digital transformation for enterprise-wide processes.

 -  - Point of Sales and Service

A leading South Asian life insurance company digitizes 7 billion documents using Newgen's document management system.

Tokio Marine HCC -  - Point of Sales and Service

Learn how Tokio Marine HCC modernized their policy generation process with Newgen.

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