e-application / E-submission.
Traditional insurance purchase takes time, with several interactions between agent, customer, and insurer.

Throughout the sale process many things can happen, customer compares or changes his mind.

Using paper based application slows the process. Errors, additional documentation or reconsiderations need extra time and process becomes tedious.

With an all in one sales solution, your agent will speed up the process and close the sale.

FROM PROSPECTS TO CUSTOMERS

Anytime, anywhere, E-Application / E-Submission Module enables you to close the deal on the spot.

Easy onboarding for new agents while you shorten the time and reduce the cost to complete the sales process.

A complete experience with all the compliance and validations required
to ensure that the sale is being processed accordingly.

Digital Application Form

Benefit

Attatch Document
Upload
File consolidation for multiple images
Security Watermarks on the attached documents
Attatch Document
Forced proofreading of files before signing

Benefit

KYC with optional SMS gateway for OTP Validation.
E-Signature (Insured/ Payer/ Agent)
Payment
Offline and online payments (Internet banking, credit card and Virtual Account)
Generate Temporary receipt
Different payment methods for First Year Premium (FYP) and Renewal Payment

Benefit