Insurance Sales and Underwriting

Insurance Sales Software

Seamlessly Manage and Digitize Insurance Sales and Distribution Processes

Manage and digitize the insurance sales and underwriting life cycle efficiently using AVO – an insurance sales software for intermediaries and agents

Overview

Digital underwriting and sales solution powered by AVO – a virtual office, is a feature rich responsive web application. It serves as an insurance sales software for agents and intermediaries. The comprehensive solution empowers insurance intermediaries to generate quick quotes/policies, drives sales and enables self-service.

Who are the users?

  • Insurance Intermediaries
  • Sales Managers
  • Underwriters
  • Finance Officers
  • Branch Users
  • Insurance Agents
  • Brokers
  • Bancassurance Partners
  • Affinity Partners

Features

Explore AVO’s distinctive features as an insurance sales software for agents and intermediaries

Supports multiple insurance LOB’s including Life, Motor, Marine, Health and Travel


API driven microservices based architecture


Guided sales process for insurance intermediaries

Setup of underwriting and pricing rules


Tailored portals for stakeholders

External System Integration – Core Insurance Systems (Genisys Configurator, PolisyAsia), Policy Bazaar

Variants

Property & Casualty (P&C)

Property and Casualty Sales and Underwriting
AVO P&C for Property & Casualty (P&C) Intermediaries

Life Insurance & Annuities

Life Insurance Digital Sales and Underwriting
AVO Life for Life Insurance
Intermediaries

Accident & Health Insurance

Health Insurance Sales Software
AVO Health for Health Insurance Intermediaries

Broker/Aggregator Portal

Digital Portal for Brokers and Aggregators
AVO Aggregator Portal for Insurance Brokers and Aggregators

Bancassurance Portal

Bancassurance Sales Software
AVO Banca for Insurance Companies and Banks

Core Building Blocks – A Modular Approach

AVO – an insurance sales software comprises of core functional blocks in a modular setup. These functional blocks can be leveraged individually or collectively to fit into the existing IT ecosystem of an insurance company.

  • Quotation Management

    Create/modify, search quotes

  • Campaign Management

    Create/manage campaigns.
    Generate campaign reports.

  • Policy Renewal

    Renewal premium calculation.
    Renewal notice generation.

  • Configurable Underwriting Rules

    Quotations/proposals can be routed to underwriter for decision making

  • Premium Calculators

    Rating table based premium calculation.
    Core insurance system integration.

  • Claim Intimation/Status

    Intimate claims.
    Real time claim status check.

  • Policy Issuance

    Real time issuance of policy schedule.
    End to end policy issuance.

  • Payment Setup

    Multiple modes of payment.
    Secure payment link for customers.

  • Reports & Dashboards

    Graphical representation of business figures.
    MIS reports.

Value Proposition

AVO, is an insurance sales software that serves as a one-stop shop for agents and intermediaries

  • Greater Flexibility

    Configure different privileges for pricing, underwriting and operations

  • Digitize Sales Cycle

    Create Leads – Generate Quick Quotes – Issue Policies

  • Generate Real time Policy Issuance

    Reduce load on your core insurance system

  • Quicker Turnaround Time (TAT)

    Ensure quicker TAT with real time policy issuance

  • Increase Operational Transparency

    Versatile system supports multiple types of commissions

  • Enhance Engagement with Insurance Intermediaries

    Make announcements, distribute sales material, provide online training

Interested to see how AVO can help you drive sales and boost revenues?

Related Solutions

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Digital Claims Management & Fraud Detection Platform

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