Digital Solution for Agents

The solution caters to the holistic needs of insurance agents and
their managers, with a focus on helping them become more
effective and efficient, and win in the market place.

A Holistic Digital Solution for Agents


Our Digital Solution for Agents caters to the holistic needs of insurance agents and their managers, with a focus on helping them become more effective and efficient, and win in the market place.

The modular design of the solution allows insurers to implement either the entire solution or specific components/features. Our focus is on agent experience and ease of use, to ensure high acceptability and adoption.

Improved Agent Experience

The solution has been developed based on in-depth interviews, shadowing, user-journey mapping and research on the needs and challenges of the agents and the larger agency function across multiple markets

The solution comes with modular components, including:

  Sales management, including cross-sell and up-sell opportunities and intelligent recommendations on next best action

  Paperless quote, policy issuance and renewal management with significant straight through processing

  Easy initiation and tracking of claims and endorsements

  Performance tracking with intelligent reports and dashboards

Positive Agent Experience

Quote and Policy Issuance

Key features and benefits include:

  • Quick quote feature to provide various product and premium options to the clients
  • Pre-filling of existing customer details for faster quoting
  • Save and search quote functionality to ensure faster issuance
  • Digital Payment options via wallets, net banking, credit card, etc

Renewals and Calendars

Key features and benefits include:

  • Timely intervention to reduce lapsed policy ratio
  • Reminders to agents to ensure they can track their business closely
  • Ability to communicate with the customers via the portal and track the communication

Endorsements and Claims

Key features and benefits include:

  • Reduced turnaround time for non-complex endorsement requests
  • Quick and transparent status updates with regards to claims to agents and customer
  • Notification to agents on progress of claims and endorsement which facilitates meaningful agent-customer interaction

Staying Connected In a Digital World

Enhanced Communication

Key features and benefits include:

  • Single unified application for all professional social communications with omnichannel availability
  • Lesser handoffs between customer care team and ensure smarter decisions
  • Faster resolution to FAQs with a chatbot

Sales Activity Manager

Key features and benefits include:

  • Easy to use and very focused on tasks at hand by automatically
    prioritising leads and opportunities, and guiding reps
    what to do next and why
  • Easy to scale up and integrate with external APIs for effective lead
    evaluation
  • Built-in Intelligence that helps agents identify genuine prospects
    and nurture them to an eventual closing
  • Multiples means to communicate with prospects –
    emails, calls, messages, etc.

Staying on Top of KPIS

Agent Dashboard

Key features and benefits include:

  • A holistic view of the agent’s activities and a workbench that highlight of action items that need attention
  • Customer Diary for the agents which include a calendar sync of reminders, notification and appointments scheduled
  • Single view of agents’ performance – target vs the achieved production numbers
  • Quick link to other components across the agent solution

Key Components – Reports

Key features and benefits include:

  • Helps agent remain on top of their performance
  • Encourages agents to remain competitive against their peers
  • Helps nudge agents to achieve their targets against campaigns, promotions or profit commissions

Get to know our Digital Solution for Agents Better

Contact Us