Case StudiesOptimized Business Processes and Improved Efficiency with Digital Insurance Portal for BrokersOptimized Business Processes and Improved Efficiency with Digital Insurance Portal for Brokers

July 26, 20210

The Challenge

The customer offers a range of insurance products, for both retail and corporate clients, from leading insurance companies. Traditional business model was manual that included negotiating deals from insurance companies and offering to customers. The customer was seeking for a digital insurance broker portal system to manage all their processes online right from obtaining quotes to facilitating policy purchase. They wanted to enable an easy convenient way for retail users to compare and choose products from different insurance companies.

The Solution

iNube decided to enhance its existing flagship product AVO Aggregator Broker Portal to meet the requirements of the customer. Following are some of the highlights of the solution -
Caters to new and roll over business with option to get a call back for renewal and expired policies
Maps deal to corporate clients, generates links and makes discount offers to employees
Obtains quick quotes from multiple insurance companies and provides comparison of similar features
Detailed insights on insurance products and chosen insurance company
Save, search and retrieve quotes
Share quote link with third party
Claim intimation and status
Service requests and endorsements

Value Delivered

Enabled real time data exchange between prospects, insurance companies and internal users
Product or rate changes were made once and circulated to both internal and external users, thereby reducing maintenance costs
Quickly and easily delivered valuable content to prospects and clients with customised deals, blogs, articles, etc.

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