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.
- Know your customers compliance
- Product Catalog
- Pre-underwriting
- E-Signature with watermark protection
- Watermark protection for sensitive documents
- Instant policy delivery
- Field and criteria validations
Easy onboarding for new agents while you shorten the time and reduce the cost to complete the sales process.
Digital Application Form
- Input validation
- Default value fields
- OCR with field mapping from ID card
- Paper Form Mirror
Benefit
- Shorten time to capture customer data
- Reduce errors with smart validations
- Attatch Document
- Upload
- File consolidation for multiple images
- Security Watermarks on the attached documents
- Attatch Document
- Forced proofreading of files before signing
Benefit
- Real time tracking of application status
- Manage information and upload documents easily
- 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
- Shorten time and reduce the cost to complete the sales process
- Comply with security and data protection.
- Improve your customer’s experience
