Key Features
User Registration and Authentication
Secure login for registered users with role-specific access.
RFQ
The RFQ forms can be dynamically customized with two levels of approvals (RM&QC).
placements
Can share the RFQ with multiple insurance companies, including multiple branch contacts of the insurance company.
Offer Creation
The offer can be created either by the broker or the insurance company, or both of them. Multiple offers can be created against a single RFQ by the insurance company.
Placements
Offers received against the RFQ can be compared and shared with the customer, and the broker can suggest an offer while sharing. From the offers received offers the customer can compare and accept an offer.
Placement Slip Generation
The broker can generate a placement slip against the accepted offer by adding brokerage details, instalment details, etc.
Policy Management
Comprehensive management of insurance policies, including quotes, purchases, renewals, and endorsements.
Policy Document Generation
Automated and accurate generation of policy documents.
Claims Processing
Efficient filing and tracking of insurance claims.
Customer Communication
Automated notifications for renewals, payments, and updates.
Placement Slip Generation
Easy generation of placement slips for policies.
Notifications & Alerts
Timely updates on policy changes, claims statuses, and other important events.
HRM Functions
Comprehensive tools for recruitment, onboarding, attendance, leave management, salary, and payroll.
Accounts Management
Detailed management of invoices, transactions, pay-outs, assets, and expenses, with robust financial reporting.
Integration
Seamless integration of various business processes into one cohesive platform, with AI optimization.
Efficiency
Streamlined operations enhance overall productivity and efficiency, driven by AI automation.
Automation
Automated processes reduce manual intervention and errors, powered by AI.
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