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InsureVue - Salesforce Based Digital MGA Platform

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Overview

InsureVue is a Salesforce-based P&C insurance platform that enables MGAs and carriers to fully digitize their products and workflows. InsureVue is a full policy administration system which digitizes all your internal processes, from receiving a submission through to binding and issuance.

Key Features

Manage sales channels with confidence

Track relevant information on brokers and sub-brokers, such as submissions received, policies in force, licensing details, and account plans.

Manage your clients holistically

Maintain a 360° view of your policyholders – all electronically. Track all the information and documents relevant to an insured – effective and expiry dates, completed applications, property photos, account plans, and relevant emails. Put critical information at your fingertips, accessible anywhere via the cloud.

Track service commitments with to-dos

Store related to-dos with each policyholder’s file so important service steps are never missed. Effectively manage your to-dos across all files from an aggregated list of all to-dos on your home page.

Generate documents and send emails

Generate all documents, such as proposals, certificates, and policy wordings, using the underlying policy data. Save time-consuming manual rekeying to issue documents and directly email generated documents from InsureVue to the recipient.

Understand your business with dashboards and reports

Monitor and visualize every aspect of your transformed insurance business with InsureVue’s sophisticated dashboards and reports. Track underwriter workload, new business sales pipelines, upcoming renewals, broker hit ratios, product benchmarking, and much more.

Offer your products online

Provide your customers with the digital channel they expect in today’s digital age. Offer brokers a fully digital submission, rating, and issuance process. Eliminate the inefficiency of paper-based processes and achieve maximum efficiency and productivity.

Key Benefits

InsureVue runs on Salesforce, the world’s leading cloud platform. With industry leading levels of security and availability, the Salesforce cloud provides trusted hosting of your data and systems.

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