Various levels of privilege can be configured to personalize data access, specific features or approval authority depending on your team organisation.
When your agents log into the platform for the first time, detailed tutorials are available for self training.
The platform is equipped with sales incentive dashboards which will boost your agent performance, resulting in increased premium production.
Enable super fast policy issuance with quick quote and add-ons selection. Policy review and dynamic issuance is a simple 1 click process.
Once a policy is sold, the platform generates a personalized insurance certificate and relevant policy wording that are automatically sent to the policyholder’s e-mail.
Every action within the platform is logged to facilitate team communication and ensure clear accountability.