InsureVue - Salesforce based digital programs platform

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InsureVue is a Salesforce-based digital insurance platform that allows your P&C insurance products and programs to be offered online so insureds can quote/bind/issue in a completely self-service manner.

Key Features

Offer your products online

Provide your customers with the digital channel they expect in today’s digital age. Give insureds the power to buy or renew their policies online. Eliminate the inefficiency of paper-based processes and achieve maximum efficiency and productivity.

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, 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 workload, new business sales pipelines, upcoming renewals, product benchmarking, and much more.

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.

Product/Service details