Insurance Software for 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.

• 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.

• Greater Flexibility

  Configure different privileges for pricing, underwriting and operations

• Insurance Sales Software to 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