Digital Quotation
Digital Sales for Group Life and Health Insurance

Our Digital Quotation application enables insurers and brokers to increase their group (corporate) life and health insurance business by simplifying, automating and accelerating the quotation and sales process. Its carefully designed user interface enables users create multiple variations of a quotation based on the customer’s needs, share them with the customer and close the sale quickly. It integrates with any core insurance back-office system automating all related policy administration tasks.

Key benefits

• Sales uplift through simple and fast quotation process
• Elimination of approval bottlenecks
• Consistent pricing
• Increased satisfaction of intermediaries and element of differentiation

Key features

• Intuitive user interface and experience
• Full process automation that can be customized
• Generation and storing of quotations and quotation options
• Automatic routing for review and approvals
• Notification enablement
• Dynamic document generation
• Sales tracking dashboard
• Customer branding