Point of Sales and Service

Empower your agents and customers with intuitive mobile app and web portal

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 Point of Sales and Service Portal and App - Point of Sales and Service

Point of Sales and Service Portal and App


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.

 -  - Point of Sales and Service
Point of Sales and Service

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

e-Application

  • 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
Point of Sales and Service

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.

Solutions for Insurance Firms

Issue policies instantly and accurately using an...

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Success Stories

Accelerated digital
transformation of Processes


Watch how Venerable leveraged Newgen’s platform to accelerate digital transformation for enterprise-wide processes.

Digital Health
in the Pandemic World


Hear Alok Rungta, Head of Health and Protection, AXA Insurance, as he speaks on the post-pandemic customer behavior

Faster speed-to-market
with Newgen


Learn how Tokio Marine HCC modernized their policy generation process with Newgen.

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