Automated-processes-with-an-exclusive-customer-and-agent-portal-for-a-prominent-insurance-broker

Insurance Broker Portal Exclusively for Customer & Agents

The Challenge

Customer is a broker, offering variety of insurance products in Motor, Health, Travel, Office and Term Life LOBs. One of the biggest challenges was the manual process of negotiating deals from different insurance companies and then offering it to the customer. This gave rise to a need of an online software for insurance brokers and agents that would help obtain quotes from different insurance companies, facilitate comparison of quotes and in addition enable policy purchase. Above all, there was no interface for customers to intimate claims or cancel policies.

Take advantage of our insurance broker portal and get insights into your business. It’s a fast and easy way to process requests and make decisions, while also learning what features are in demand. Meanwhile, with the insurance broker portal, you’ll be able to process online requests faster and manage your clients, leads and accounts all in one place.

The Solution

iNube implemented an exclusive insurance broker technology to meet the requirements of the customer.

  • Each customer mapped to a particular Agent in Round Robin manner
  • Customer Authentication enabled through OTP verification during registration
  • Product Configuration for all LOBs (Motor, Health, Travel, Office and Term Life)
  • Service API integration with multiple insurance company portals
  • Quote Generation, Quote Comparison with COMPARELives and Policy Purchase enabled
  • Offline Quote generation capability
  • Claim Intimation and Policy Cancellation available in Customer Portal
  • Creation of Promo code and deals by Agents
  • Integration with e-Data services and CC Avenue for Payment
  • MIS Reports generated

Give your insurance agency an edge. With insurance broker portals, you can offer an online option to your customers: let them browse policies and compare rates online and receive their quotes instantly, rather than having to call in and wait on hold.

 

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