facebook

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.

  • Portal
  • Mobile
  • Chatbot
  • Low-code
  • API
  • Web services
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.

  • Artificial Intelligence
  • Sales prioritization
  • Automation
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.

  • Artificial Intelligence
  • Decision Management
  • Analytics
  • Low-code
Quoting & Contracting Chatbots

Deliver a frictionless quoting and contracting experience with a chatbot that guides the customer from quoting to contracting.

  • Chatbot
  • Automation
  • Natural Language
  • Artificial Intelligence
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.

  • Artificial Intelligence
  • Automation
  • Low-code
Contracting | Know Your Customer & Compliance

Prevent insurance fraud by verifying the identity of your customers using e-KYC tools and solutions.

  • e-KYC
  • Compliance
  • Automation
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.

  • Payments
  • Automation
  • Compliance

Partners

Docdigitizer Theros Foreteller Uniksystem FICO Imburse Enline Visor.ai TalentoMobile