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Policy Search

The policy search feature allows users to search for insurance policies based on
  • Policy category
  • Status
This feature streamlines the process of finding relevant policies, whether you are a merchant, insurer, or agent. Users can apply filters to narrow down the results and retrieve specific policy information.

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Product Overview

The product overview feature provides a comprehensive view of all available insurance products on the platform. It enables users to:
  • Browse and review product offerings from various insurers
  • Compare coverage details
This section is essential for users who need to compare different options before selecting or recommending a policy.

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Quotes Overview

The quotes overview feature allows users to manage and view insurance quotes generated for customers. It offers:
  • The ability to request quotes
  • Retrieve existing quotes
  • Compare quotes across different:
    • Product types
    • Insurers
    • Coverage preferences
This feature simplifies the process of obtaining insurance quotes, helping users to make informed decisions.

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Policy Management

Policy management is a core feature that enables users to oversee all aspects of an insurance policy, including:
  • Purchasing new policies
  • Renewing existing ones
  • Canceling active policies
  • Viewing detailed information:
    • Coverage start and end dates
    • Premium amounts
    • Policy status
  • Performing updates:
    • Modifying customer details
    • Adjusting coverage details

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Claims Management

The claims management feature simplifies the process of submitting, tracking, and managing insurance claims:
  • Submit claims directly through the platform:
    • Provide incident details
    • Include associated policy information
  • Track claims statuses
  • Review claim timelines
  • Update claim details
This ensures a streamlined experience for managing insurance claims from submission to resolution.