Manage all incoming leads, opportunities, renewals, and payments from one source of truth
Connect with current CRM systems, databases, and financial systems for automated status updates
Find content instantly with keyword, tag, and content-based search functionality.
Web based with integrated Google analytics to understand clicks, opens, usage and more for futher optimization
Digital transformation for companies will make it easier for companies to scale without adding additional headcount
With our state-of-the-art platform, we enable agents and customers to interact with companies in a new way via web and mobile
Engaging with existing customer base is where profitability from retention, renewals, cross-selling and up-selling will come from for insurance providers
We have a kickass team with year of insurtech, entrepreneurship and operational experience to pull this off. With experiences in distribution, risk, actuarial, and C-level management
Digital transformation for companies will make it easier for companies to scale without adding additional headcount
With our state-of-the-art platform, we enable agents and customers to interact with companies in a new way via web and mobile
Engaging with existing customer base is where profitability from retention, renewals, cross-selling and up-selling will come from for insurance providers
We have a kickass team with year of insurtech, entrepreneurship and operational experience to pull this off. With experiences in distribution, risk, actuarial, and C-level management
Distribute leads to the best performing sales team automatically based on different variables
Quickly generate quotations from all your products based on intelligent recommendations, compare, and share to clients
Take care of the enitire customer journey from lead creation, opportunity management, policy management and more
Store all customer documents and policies at a customer or group level with universal search functions
Configurable workflows with customer validation, document upload, custom fields, drop-downs and more according to your required flows