Transform the experience of your agents and customers with an intuitive web portal and mobile application. Deliver services round the clock and enable online quotation management, claim intimation, and service request initiation. Get detailed insights with reports and allow real-time tracking of requests.

Features of Newgen Point of Insurance Sales and Service Software

Quotation Management

End-to-end quotation management, from capturing data for premium calculation and invoking calculation rules to generating the quotation

Generation of documents in the desired template that can be shared with customers in real-time


Automatic submission of the e-application and documents at the back-end for processing

Digital docket for each customer comprising the application and other supporting documents that can be accessed for underwriting and policy issuance

Claim Intimation

Intuitive portal/mobile app for claimants/agents to intimate about the first notice of loss

Mandatory checks at the time of data entry to detect any frauds

Service Request Initiation

Portal/mobile app for clients/agents to initiate policy service requests

Real-time policy retrieval based on multiple search criteria

360-degree Process View

Configurable and detailed user productivity and business reports

End-to-end monitoring with real-time tracking of quotation status, claims status, service requests, etc.

Brands using Newgen Platform