Empower your intermediary channel to digitally onboard new customers and proactively manage customer retentions.
Empower your intermediaries to work remotely and offer a digitally enhanced customer experience. Our solution enables the intermediary channel to digitally onboard new customers and proactively manage customer retentions. The risk of NTU (Not Taken Up) is reduced through quicker acceptance of new business and data quality is improved through upfront validation. The onboarding is made more efficient through reduction in data capture and the elimination of paper based, manual processes. Intermediaries are also enabled to proactively manage lapses and maturities improving customer retentions.
Get real-time quotes, including projections.
Capture and submit applications online.
Manage all client information on one online portal.
Manage all leads.
Manage expected commission.
Submit client claims with supporting documents.
Proactively manage policies with a risk of lapsing or reaching maturity.