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
Built specifically by for the insurance industry, each workflow is designed for seemless movement from lead to sale
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
Configure approvals, document collections, fields, data entry and more to fit your products and processes
Quickly generate quotations 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
Allow for customers to pay for policies via integrated payment gateway
Quickly share quotations to customers with the ability to compare up to 3 quotations