Cloud Insurance Health policy administration system
Overview
Whether you want to launch new markets, onboard new partners, improve efficiency and acquisition, or serve your customers better - we’ve got you covered.
Grow your business with Admin & Backend functionality, convert more policyholders with Purchase Journey and deliver more to your customers with My Account Portal.
Key Features
Admin & Backend functionality (for your employees and partners):
- Policies
- Claims
- Distribution
- Finances
- Product Engine
- CRM
- Workflow
- Reporting
Purchase Journey (for end customers and claimants)
My Account Portal (for end customers and claimants)
APIs
Key Benefits
ADMIN & BACKEND FUNCTIONALITY
POLICIES
Automate policy lifecycle from policy creation, underwriting and maintenance to termination while remaining compliant.
Boost your revenue with integrated insurance and non-insurance upsell, and cross-sell offers.
Set up personalized quotes, discounts, policy documents, and overall communication.
Offer dynamic policies with flexible payment intervals and due dates.
CLAIMS
Fully automate the claim payment process and encrypt all sensitive data.
Improve customer satisfaction with transparent self-service for your claimants.
Prevent fraud by reviewing the list of payouts and granting different authorization levels based on claim amounts.
Offer flexibility, let agents, third-party, customers, or insured people fill out claims.
DISTRIBUTION
Onboard new partners within minutes or days rather than weeks or months.
Empower your partners with self-service, branded customer journeys, customized product offering, and pricing per partner.
Auto-calculate and track commissions for your carriers, distributors, and other stakeholders.
Track all your partner performance and segment the ones which deliver the most revenue.
Allow your partners to integrate country- and currency-specific customer journeys within the click of a button.
FINANCES
Oversee the real-time financial picture of your business with a complete accounting ledger featuring full transaction history and tracking.
Improve efficiency with automated invoicing, payments, fees, and reconciliation.
Provide your customers with flexible payment methods and frequency, and let them change payment methods at any time.
Meet multiple currency, language, and multi-country regulatory requirements.
PRODUCT ENGINE
Design new subscription and usage-based products in weeks, hours, or even minutes.
Launch limited-time deals and track from which channels your customers are coming.
Enable your product owners to add and modify coverages and add-ons within the click of a button.
CRM
Oversee the real-time financial picture of your business with a complete accounting ledger featuring full transaction history and tracking.
Improve efficiency with automated invoicing, payments, fees, and reconciliation.
Provide your customers with flexible payment methods and frequency, and let them change payment methods at any time.
Meet multiple currency, language, and multi-country regulatory requirements.
WORKFLOW
Speed up your daily work with automated underwriting, payment reminders, debt-collection, policy cancellation, and much more.
Work smarter with efficient workflows to guide claims handlers, underwriters, and other team members.
Cover exceptions. Manually override underwriting in the quote process and streamline exceptional cases for analysis and decision.
Increase retention with integrated cross-sell and upsell workflow functionality.
REPORTING
Collect all your data in one place when you need it the most by integrating with third-party systems, like CRM and warehouses.
Keep track of your business performance in real-time and configure your reporting dashboards.
Determine which policy quotes, customer segments, and channels bring you the best results.
Generate insurance standard reports for different departments within your organization, and external stakeholders.
PURCHASE JOURNEY
Decide on plans and coverages to offer to your customers based on each application.
Incorporate the most widespread payment and authentication providers.
Determine where your visitors are coming from to track performance and prioritize the right segments.
Let your customers add other insured people to their plan or coverage.
Offer different product discounts to your partners.