SmartInsurance
Integrated, Seamless, Robust Insurance Distribution Solution
Banks, Brokers & Intermediaries are digitizing workflows of insurance business to shorten the sales cycle & after sales to serve customers quickly & efficiently
End to end Life, Non-Life and Health Insurance Distribution Software with digital processes
Accurate software driven Income calculation & reconciliation to detect and report the income leakages.
Quick purchase of Insurance via various channels viz.
Web / Mobile App/ Branch / RM
Flexible Open Frame-work to incorporate multiple insurance companies
Win over your challenges with SmartInsurance
Comprehensive solution equipped for handling an end to end Life, Non Life and Health Insurance Distribution, with Income Calculation and Reconciliation facilities.
It also offers a user friendly Online Customer Interface along with consumable APIs for Insurance Proposal creation and Policy generation.
Integrated SmartInsurance Suite
Features
Advisor/RM Portal
- Proposal Form Fill Up
- Payment of Premium
- Policy Renewal Tracking
- Auto Renewal of Policy
- Policy Cancellation
- SMS &Email Notification
Operation Portal
- Comprehensive Master Management to support multiple Insurance Companies Products across all categories.
- Comprehensive User Management and Access Control with API based integration to LDAP/IDAM user security solutions.
- Base/Bonus/Topup/Clawback/Loyalty Income Calculation and Reconciliation
- APIs based framework for interfacing with different digital channels for enrolling fresh and renewal Policies.
- Flexible and Open Framework enabling API based integration with Multiple Insurance Companies for various operations related to policy quotation/proposal, policy issuance, policy renewal, policy servicing.
- Various Digital Payment Mode support using API based integration with Core Banking Platform, Payment Gateways and Credit Cards.
Operation Portal
- Comprehensive Master Management to support multiple Insurance Companies Products across all categories.
- Comprehensive User Management and Access Control with API based integration to LDAP/IDAM user security solutions.
- Base/Bonus/Topup/Clawback/Loyalty Income Calculation and Reconciliation
- APIs based framework for interfacing with different digital channels for enrolling fresh and renewal Policies.
- Flexible and Open Framework enabling API based integration with Multiple Insurance Companies for various operations related to policy quotation/proposal, policy issuance, policy renewal, policy servicing.
- Various Digital Payment Mode support using API based integration with Core Banking Platform, Payment Gateways and Credit Cards.
Customer Portal
- Policy Purchase through Net/Mobile Banking
- Consumable APIs for fresh and renewal proposals
- Integration with eKYC Solution
- Payment Gateway Integration for Premium Payment
- User friendly & intuitive User Interface
Business MIS
- Enrollment Report
- Issuance Report
- Policy Enquiry Report
- Policy Expiry Report
- Renewal Due Report
- Management Dashboard
- Operational Reports
Business MIS
- Enrollment Report
- Issuance Report
- Policy Enquiry Report
- Policy Expiry Report
- Renewal Due Report
- Management Dashboard
- Operational Reports
Benefits
End to end Life, Non Life and Health Insurance Distribution
Exhaustive Business & Operational Reports with Dynamic Report Engine
Accuracy of Income Calculation & Reconciliation
Reduce dependency on Insurance Companies for policy data
Support for all regulatory and audit compliances.