SEE DEMO

uBind can be added seamlessly to any website

  • Design adapts to mobile, tablet or desktop
  • Can be injected into any existing website, or a landing page provided by uBind
  • Branding tailored to your business
  • White-label capability for distribution partners
  • B2B setup available for wholesaling

uBind can be added seamlessly to any website

  • Design adapts to mobile, tablet or desktop
  • Can be injected into any existing website, or a landing page provided by uBind
  • Branding tailored to your business
  • White-label capability for distribution partners
  • B2B setup available for wholesaling

Quote custom insurance products in real-time

  • Supports any product or scheme
  • Built-in rating engine
  • Real-time quoting based on your rating factors
  • Fully customisable question set with dynamic rules and referral conditions
  • Display premium estimate as you go

Quote custom insurance products in real-time

  • Supports any product or scheme
  • Built-in rating engine
  • Real-time quoting based on your rating factors
  • Fully customisable question set with dynamic rules and referral conditions
  • Display premium estimate as you go

Accept online payments

  • Take payments via credit card (all major cards)
  • Take payments via EFT, direct debit, BPAY
  • Premium funding via your preferred lender
  • Customer can pay in monthly or annual instalments
  • Tax invoice sent to customer

Bind cover online

  • Issue policy documentation
  • Templates provided for quote schedule, cover letter, policy schedule, certificate of currency and tax invoice
  • Attach any additional documentation
  • Generate policy numbers

Customers can self-service their policies and claims

  • Creation of customer user accounts is automatic
  • Customers can access their policy information and documentation
  • Customers can adjust, renew or cancel their policies
  • Claims can be lodged using a workflow unique to each product
  • Customers can keep their personal information up-to-date

Customers can self-service their policies and claims

  • Creation of customer user accounts is automatic
  • Customers can access their policy information and documentation
  • Customers can adjust, renew or cancel their policies
  • Claims can be lodged using a workflow unique to each product
  • Customers can keep their personal information up-to-date

Brokers and agents can log in and process quotes and claims

  • Brokers and agents can access your products using a secure login
  • Quote schedules can be created and emailed to customers
  • Accepted quotes can be bound into policies
  • Historical quotes and quote versions are saved for future use
  • Claims for active policies can be lodged by the broker or agent
  • Reporting for agents is available through visual dashboards and data exports

Brokers and agents can log in and process quotes and claims

  • Brokers and agents can access your products using a secure login
  • Quote schedules can be created and emailed to customers
  • Accepted quotes can be bound into policies
  • Historical quotes and quote versions are saved for future use
  • Claims for active policies can be lodged by the broker or agent
  • Reporting for agents is available through visual dashboards and data exports

Policies can be adjusted, renewed or cancelled

  • Policies can be managed by either the customer, a broker or an agent
  • Active policies can be adjusted with a premium refund or shortfall
  • Updated policy documentation is sent to the customer
  • Policies about to expire can be renewed through the portal
  • Claims for active policies can be lodged by the broker or agent
  • Active policies can be cancelled with a refund of the premium balance

Policies can be adjusted, renewed or cancelled

  • Policies can be managed by either the customer, a broker or an agent
  • Active policies can be adjusted with a premium refund or shortfall
  • Updated policy documentation is sent to the customer
  • Policies about to expire can be renewed through the portal
  • Claims for active policies can be lodged by the broker or agent
  • Active policies can be cancelled with a refund of the premium balance

Each uBind product has a unique claims workflows

  • Claims workflows have custom question sets, calculations and user roles
  • Supporting documentation can be attached to claims before submitting
  • Claims agents are notified of submitted claims assigned to them
  • Customers are notified as their claims progress

Referred quotes can be endorsed by an underwriter

  • Custom triggers can refer a quote to an underwriter for endorsement
  • The underwriter can add custom loading ratios or amounts to the premium
  • Custom endorsement text can be added to the policy documentation
  • Endorsed quotes can then be released for the customer or agent to bind

Integrate with key services

  • Integrates with your broking/underwriting system; no double entry
  • CRM: Salesforce, Pipedrive and more
  • Data exports (CSV, XLS,XML,JSON,other)
  • Connects to inbound APIs for easy integration
  • Daily strike rate report and monthly bordereau

Discover how uBind can help your company maximise insurance distribution

Request a free consultation and a member of our team will guide you through the key features and capabilities of the platform.

    A member of our team will contact you within one business day

      Call us now on 1300 824 631

    uBind is the future of insurance technology. Transform your business, automate and maximise insurance distribution with uBind.

    Convert website visitors into customers by adding an intuitive quote and bind solution to any website, or manage and sell insurance via the portal.

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