From Quoting to Contracting
Overview
After research, customers (or agents and brokers on their behalf) land on insurance companies’ websites and portals to get insurance quotes and make a buying decision that fits their needs and criteria. As happens in other industries, customers expect a multi-channel, frictionless digital experience from quoting, through underwriting, to contracting. Hence, Insurers must prioritize building and delivering multiple digital interfaces (Desktop/Web, Mobile, Chatbot) that consistently and coherently support the customer journey. From an internal IT architecture perspective, ensuring that the interfaces and tools that support customer journeys are well orchestrated and tightly integrated with insurance core systems is a critical success factor for insurers.
Solutions
Online Quoting & Contracting
Deliver frictionless user experiences that guide customers through the insurance quoting & contracting process, using multiple channels like web portals, mobile apps, and chatbots.
Sales leads prioritization
Prioritize your business leads by knowing beforehand what insurance products and solutions a prospect company might need, comparing with insurance portfolios from similar companies.
Underwriting Decisions
The use of analytic models for a wide range of strategic business and decisioning operations has been common in the insurance industry. Nowadays, with the need to meet customer demand and expectations, data-driven insurance firms need even more accurate customer decisions faster than ever before.
Quoting & Contracting Chatbots
Deliver a frictionless quoting and contracting experience with a chatbot that guides the customer from quoting to contracting.
Contracting | Document Extraction | Data Capture
Automate the handling of the essential documents used in quoting, underwriting, and contracting by automatically classify, extract relevant data, and integrate that data with workflows and core systems.
Contracting | Know Your Customer & Compliance
Prevent insurance fraud by verifying the identity of your customers using e-KYC tools and solutions.
Simplified Payment Integrations
Improve Customer experience by offering any payment methods instantly based on customized rules related to insurance products, insurance premiums and distribution channels.
Partners
GET IN TOUCH
Partner with Infosistema to leverage our years of experience helping the insurance ecosystem players with their digital transformation and innovation initiatives.
