Point of Sales and Service Software Solution

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.

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

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

Policy Issuance and Underwriting

Issue policies instantly and accurately using an...

Policy Administration and Servicing

Improve customer experience and retention by streamlining...

Claims Processing

Streamline the claims lifecycle for fast, accurate, and...

Point of Sales and Service

Empower your agents and customers with intuitive mobile...

Policy Wording and Clause Management

Digitize the end-to-end policy lifecycle and enable...

Success Stories