Employee Benefit

Dashboard

Real time dashboard offers empowering insights into group insurance plans & their types , client strength & their geographical representation & much more. Machine learning algorithms predict trends, helping intermediaries make proactive decisions and grow their business.

Product Configurator & Insurers

Intermediaries can tailor limitations & benefits for plans dynamically to create a unique repository for all the product types. This flexibility enhances Intermediaries' ability to offer personalized solutions. Insurers relationships & their contact details along with with email templates & claim forms are also maintained for effective policy servicing.

Clients & Contacts

Clients are created, modified & serviced with utmost ease & their parent-subsidiary relationship is also mainatined. Centralized contact information with data validation and deduplication ensures Intermediaries have easy access to client and insurer contacts, streamlining communication.

Quotes & Policies

Streamline new client acquisition via dedicated RFQ management module. Secure communication channels with insurers protect confidential RFQ-related information. Configure a multitude of policies with different grading & configuration patterns to best service clients & maximise their member coverage.

Members & Enrollment

Employees receive an email invitation with a one-click link, making the enrollment process quick and hassle-free. Intermediaries can effortlessly monitor and manage employee enrollments, ensuring comprehensive coverage with minimal effort. Automation and integration with HR systems helps in managing member additions and deletions efficiently. Access controls protect member data and ensure data accuracy.

Renewals & Endorsement

Automated renewal management with calendar reminders & policy history & claim dump helps Intermediaries never miss a renewal date. Endorsement processes are automated, enhancing responsiveness and efficiency for Intermediaries by timely providing the insurers, employers & members with requisite data . Secure data transmission protocols ensure the authenticity of endorsements.

Health Cards, Cashless Hospitals & Claims

Claims processing is streamlined through the platform, with secure communication to insurers. Intermediaries can offer clients timely benefits, enhancing satisfaction. Health Cards, streamline & expidite claim processes and enable cashless hospitalizations. This ensures a smooth process during medical emergencies.

BI & Analytical Reports

Intermediaries have access to powerful analytics tools that offer data-driven insights like enrolment scenarios, members additions, attrition rates and a lot more. Predictive analytics assist them in anticipating client needs and market trends.

Webhooks & Seamless Integration

Receive real-time notifications through Webhooks and seamlessly integrate external tools for efficient data analysis and automation, enhancing client services.