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POSP

Transform Your Point of Sales Amplify Success with our Cutting-Edge InsurTech POS Platform

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“POSP”

Point of Sales Person

Our cutting-edge InsurTech POS platform empowers Point of Sales (POS) agents to effortlessly sell and efficiently manage insurance policies. With our solution, POS agents gain a comprehensive and user-friendly platform that simplifies the entire sales process. Our platform streamlines policy issuance, automates documentation, and enables seamless communication with insurers. POS agents can efficiently track policy status, handle renewals, and manage customer information, ensuring a smooth and organised workflow.

Module & its Description

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POS Agent Profile

Manage and update professional information, including contact details and licensing information, ensuring accurate and up-to-date profiles.

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Dashboard

Monitor sales performance, commissions, and incentives through a comprehensive account management section.

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POS Agent Onboarding

Effortlessly onboard agents and fast-track their success with our streamlined and user-friendly agent onboarding process.

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Policy Issuance

Streamline policy issuance with automated documentation processes.

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Customer Management

Maintain a centralised database for organised customer information.

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Renewals

Simplify policy renewals and handle endorsements efficiently.

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Leads Management

Efficient lead management system helps address the challenge of managing & effectively engaging prospective buyers.

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Digital Repository

Store and retrieve policy documents securely in a digital repository.

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Communication and Notifications

Facilitate seamless communication with clients through integrated messaging systems.

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Reporting and Analytics

Access valuable insights to track performance and optimise sales strategies.

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Quote Generation

Generate instant and accurate quotes for various insurance products.

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Earnings and Points

Access valuable insights to track performance and optimise sales strategies.

Our Unique Selling Point!

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  • Seamless onboarding & documentation of POSPs with certification & examination.
  • Streamlined sales process Simplify and expedite insurance sales for intermediaries.
  • Seamless integration Integrate with carriers and systems for real-time access to information.
  • Enhanced customer experience: Deliver personalized and efficient service to customers.
  • Compliance and regulatory adherence: Ensure adherence to IRDAI regulations and standards for POSPs.
  • Data-driven insights: Gain valuable insights for informed decision-making.