Quote, Rate & Apply

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Overview

Transform Policy Quotes with OmniChannel Digital Experiences and Agile Product & Rating Administration

Vlocity Digital Rate & Apply enables carriers to modernize their new business processes into dynamic digital experiences. Vlocity empowers interaction designers and product leaders to create elegant quoting interactions for consumers, brokers and agents across any device - computer, tablet or smartphone.

With Vlocity, your systems will no longer constrain your competitiveness and creativity in bringing new coverages to market. With easy administration of product definitions, rating algorithms and document templates, Vlocity enables a new insurance solution to move from approved concept to live quote in no time. You’ll have the agility to compete with the latest Insurtech start-up, without all the custom development.

Key Features

  • Vlocity Extensible Product for Product design and management

  • Vlocity OmniScript for needs analysis, quoting, and applications

  • Vlocity Rating for policy pricing

  • Vlocity Contract Management for proposals and contract generation

  • Vlocity Intelligence for cross-sell recommendations

  • Vlocity DocuSign for digital signatures

  • Vlocity DataRaptor for data transformation and integration

Key Benefits

  • Straight-through processing of the quote-to-bind process
  • Code-free set-up
  • Omnichannel deployment
  • Full integration with the Salesforce platform
  • Fast time to value and lower total cost of ownership from the cloud

Product/Service details

Geographic Availability
Africa, Asia-Pacific, Caribbean, Central America, Europe, Middle East, North America, South America