Point of Sales and Service
Empower your agents and customers with intuitive mobile app and web portal
Request DemoPoint 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.
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
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.
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