Leads and customer records
Designed as part of the Insurance Management Platform workflow, with implementation tailored to your requirements.
SB INFOTECH / PRODUCT
Every policy, meeting and renewal in one workflow
An agent workspace and customer mobile app concept covering customer records, insurance portfolios, automated follow-up schedules, mobile access and configurable AI operational assistance.
PLATFORM OVERVIEW
A considered approach
to business complexity.
An agent workspace and customer mobile app concept covering customer records, insurance portfolios, automated follow-up schedules, mobile access and configurable AI operational assistance.
Implementation status
Specific notifications, biometrics and AI assistance require device/provider configuration and acceptance testing.
KEY BUSINESS BENEFITS
↗Stay organized ahead of renewals
↗Reduce missed follow-up opportunities
↗Help customers access policy information
CAPABILITIES
Designed to help teams
work smarter.
Feature and integration availability may depend on deployment scope, third-party services and acceptance testing.
Policy tracking and administration
Designed as part of the Insurance Management Platform workflow, with implementation tailored to your requirements.
Automated meeting-time alerts
Designed as part of the Insurance Management Platform workflow, with implementation tailored to your requirements.
Customer follow-up reminders
Designed as part of the Insurance Management Platform workflow, with implementation tailored to your requirements.
Renewal alerts at 30, 15, 7, 3 and 1 days and on expiry
Designed as part of the Insurance Management Platform workflow, with implementation tailored to your requirements.
AI operational assistant scope
Designed as part of the Insurance Management Platform workflow, with implementation tailored to your requirements.
Customer policy viewing and PDF sharing
Designed as part of the Insurance Management Platform workflow, with implementation tailored to your requirements.
Family, group and corporate policies
Designed as part of the Insurance Management Platform workflow, with implementation tailored to your requirements.
Biometric mobile authentication options
Designed as part of the Insurance Management Platform workflow, with implementation tailored to your requirements.
Android/iOS push notifications
Designed as part of the Insurance Management Platform workflow, with implementation tailored to your requirements.
Flutter customer apps with ASP.NET Core 8 API and SQL Server
Designed as part of the Insurance Management Platform workflow, with implementation tailored to your requirements.
Where it makes
business sense.
✦
Independent insurance agents
↗✦
Insurance brokers
↗✦
Agency teams
↗✦
Group-policy administrators
↗LET'S TALK PRODUCT