WORKFLOW & QUOTATION MANAGEMENT

Ready to use CRM with integrated quotation, workflows, payments, and approval processes

Manage all of your leads, opportunities, requests and more from one central location
Recognised Excellence: 

Our Awards & Certifications
Solution Benefits
Our team of developers and insurance experts are ready to build customized modules
to fit your sales and distribution needs.
Single Source of Truth

Manage all incoming leads, opportunities, renewals, and payments from one source of truth

Integrate with Existing Systems

Connect with current CRM systems, databases, and financial systems for automated status updates

Automated workflows

Built specifically by for the insurance industry, each workflow is designed for seemless movement from lead to sale

Data analytics

Web based with integrated Google analytics to understand clicks, opens, usage and more for futher optimization

Improve Efficiency

Digital transformation for companies will make it easier for companies to scale without adding additional headcount

Enable Digitization

With our state-of-the-art platform, we enable agents and customers to interact with companies in a new way via web and mobile

Engaging

Engaging with existing customer base is where profitability from retention, renewals, cross-selling and up-selling will come from for insurance providers

Kickass Team

We have a kickass team with year of insurtech, entrepreneurship and operational experience to pull this off. With experiences in distribution, risk, actuarial, and C-level management

Take A Look Into Workflow and Quotation Product Demo
Our team of developers and insurance experts are ready to build customized modules
to fit your sales and distribution needs.
Trusted By Leading Insurance Companies and partners
Resources
Check Out Our Video Series!