Leverage our platform to launch effective full lifecycle digital experiences for customers and partners. From quote to claim, you can digitise to support customer self-service allowing you to grow your book and attract new customers.
We build your expertise into the insurance journey, guiding customers with information and education as they go to empower them to get the right insurance for their needs. When advice is needed, you can step in to assist.
Sell direct to customers by embedding insurance within websites or apps. White label insurance workflows so your partners can sell your unique offering. Create branded portals so customers can self-manage.
Sell through affinity groups and associations, giving them tools to view and manage insurance for their members through a portal. Give them dashboards and reports to help them track performance and maintain compliance.
Build digital insurance packages or schemes to sell online, with a live premium that updates as customers make selections
Use one product or multiple products from different insurers to create a solution for specific market segments or industry verticals
Create schemes for associations or affinity groups, giving them portal access so they can self manage and ensure their members maintain insurance currency. Set up notifications for when insurance is cancelled or expires
Embed insurance in websites, apps, or within existing purchase flows, pre-seeding data to save customers time and improve conversions
Allow teams to use the agent portal to service customers and assist them with quotes and policy transactions, complementing self service with advice when needed
Support workflows unique to your service model. Have customers begin quotes, and brokers step in to assist, or vice versa
Take the hassle out of payment collection by allowing online payments using card payments, premium funding or monthly direct debit. Allow brokers to send a link to a customer to review a quote, accept online and make payment
Create branded or themed customer portals to allow them to renew, adjust or cancel their policy, or make a claim
Provide claims submission forms, FNOL or a full claims workflow that supports lodgement, reviews, assessments and settlement. Synchronise claims data with external systems so that customers can see the status of their claim in the portal
Handle referrals with multiple approval workflows. Brokers can review referred quotes, and your underwriters can review, load premiums, add endorsements and special conditions, and then release the quote back to the broker or customer for acceptance and payment
Generate beautiful policy documents and manage documents associated with a policy in the portal. Generate a certificate of currency to send to customers.
Access communications history so you can prove your compliance
Automate key processes and procedures, and integrate with your existing technology stack easily using our automations engine
Use the dashboard to visualise key metrics and generate reports in a number of formats, including auto-loading of data into Excel templates, so you can manipulate data any way you like
Connect to insurers APIs for ratings, transactional data flows, and more
Transact globally, in any language or currency
Explore our effective insurance user journeys, discover our agent sales tools, and find out how our deep feature set will help you achieve your objectives.book a demo
Forge a bright path to the future of broking by leveraging digital tools and your expertise
Automate payment collection, and more so brokers can spend their time building relationships
Continue to work with the tools you love, synchronising data seamlessly
Request a free consultation and a member of our team will guide you through the features and capabilities of the platform relevant to your objectives.