Overview
Agent Portal is a system designed to support the work of insurance agents. It is an advanced insurance CRM that enables agents to manage the entire sales cycle of insurance products, from the first contact with the client to the finalization of the transaction and post-sale service.
The innovation of this solution lies in its modular architecture and integration with Higson, which accelerates time-to-market for new products and centralizes operational data storage. Higson oversees key business logic, including data validation, risk-based premium assessment, and exception handling, ensuring smooth and efficient operations.
Key Features
Our insurance software solution for insurers as an all-in-one solution.
It is made up of 6 modules:
- Sales,
- 360 Customer View,
- 360 Agent View,
- Sales Dashboards,
- Post-Sale and Claims Services,
- Commission & Billing.
You can buy them together or separately. We can customize Agent Portal to suit needs and business aims insurance agencies, as well as implement new functionalities. You can opt for a configuration for Life P&C insurance or both.
Key Benefits
Benefits of using Agent Portal:
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Increased efficiency and productivity: The automation of many manual tasks, such as policy administration, claims management, and client communication, allows agents to focus on more strategic activities, boosting their productivity.
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Improved communication: The centralization of all communication channels enables agents to manage emails, messages, and notifications from a single interface, enhancing customer service.
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Real-time data access: Agents have access to up-to-date information on clients, policies, and claims, enabling faster decision-making and more personalized interactions with clients.
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Enhanced customer service: With a comprehensive view of client data, agents can provide more personalized and responsive services, increasing customer satisfaction.
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Customized dashboards: The portal offers configurable dashboards that agents can tailor to their preferences and work requirements, improving task management.
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Seamless integration: The solution integrates with other systems used in the insurance industry, such as CRM, ERP, and analytics tools, ensuring smooth data flow between platforms.
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Enhanced security and compliance: The portal includes features that ensure compliance with industry regulations and data protection standards, safeguarding sensitive client information from breaches.
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Mobile access: The software is mobile-friendly, allowing agents to access information and perform tasks from anywhere, increasing operational flexibility.
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Data analytics and reporting: The portal is equipped with advanced analytical and reporting tools that help agents track performance metrics, analyze trends, and generate detailed reports.
- Scalability: As the company grows, the Agent Portal can adapt to increasing demands, accommodating more users and expanding service offerings without sacrificing performance.