ISF Channel Portal is a holistic solution for distribution personnel (Agents, Brokers, Banks etc). It covers the end to end needs of an Life & Annuities Agent

1. Integrated CRM to manage the Leads, Prospecting, assessing closure rates

2. Sales Illustration for Life & Annuities, Investment Linked Insurance products.

3. Conversion of Illustration into E-proposals and online submission to core insurance system.

4. With ISF (Insurance Solution Framework) core system, which has built-in auto underwriting, there can be immediate response from core system on success or failure. If failed, the next steps to be taken (Eg: Request for Medical reports, Other documents or requirements)

5. Integration to payment gateway for first payment collection

6. Issuance of Policy on spot

7. Enquiry and action on pending cases

8. Enquiry into commissions generated, Production

9. Also many of the customer servicing transactions.