Develop Portals, Products Integrate Seamlessly for faster customer acquisitions

Automation and Digital Transformation of sales and quoting process. It involves several steps to provide potential policyholders with information about insurance coverage options and pricing.

The process typically begins when a prospective customer expresses interest in obtaining insurance coverage. Our experience with Sales Process automation through BOT’s and automatic generation of leads through marketing and Product Prediction for Customers.

Automation of product selection from the prospective customer, the insurance agent or representative suggests suitable insurance products that meet their needs. Portals for digital selection of policies by providing coverage available, policy features, and any optional add-ons or endorsements that may enhance the coverage.

Experience in building pricing calculators and also integration with core applications from Customer / Broker portals for coverage details, policy terms, and associated premium cost. It provides the prospective customer with an estimated price for the desired insurance coverage at one click.

Process engineering and automation of customer acceptance with the quote and indicate their acceptance to the insurance agent or representative. At this stage, the policyholder typically completes an application form and provides any necessary documentation or information required for underwriting.