Overview
Welcome to Quote Management System, a digital cloud-based solution for property and casualty insurers to engage their customers, distribution channels, and employees.
This platform facilitates collaboration between Customers and Agents with digital and intuitive experience. It also helps Agents and Employees to collaborate with each other while working on real-time transactions.
It enables the insurers to have better agent-customer experience, retain and acquire customers through better engagement, effectively manage agent workforce, accelerate digital journey with out-of-the-box apps, leverage investments made in core systems through API libraries, and have uniform experience across multiple touch points.
The following personas can use Quote Management System:
- Agents who assist customers in finding the right insurance product
- Employees who can accept or reject any quotes referred by the system
- Customers interested in purchasing an insurance product
Agents, Employees, Customers can login to the application, and the application displays relevant information based on the type of users. They can collaborate through business transactions and notifications and can find the resources to best utilize this platform using the below portals. They can also find the instructions and tips needed to maximize their digital engagement efforts.
- Agent Portal
- Employee Portal
- Policyholder Portal
Features
An overall list of features provided by this platform is listed below:
| Features | Agent | Employee | Policyholder |
|---|---|---|---|
| Create Quote | ✓ | ✓ | NA |
| Create Submission | NA | ✓ | NA |
| Process Post New Business Transactions | ✓ | ✓ | NA |
| Access details of the Quote created | ✓ | ✓ | NA |
| Access Policy details of Customer | ✓ | ✓ | NA |
| Access Claim details filed by Customer | ✓ | ✓ | NA |
| Access Summary Report and Conversion Report | ✓ | ✓ | NA |
| Track activities of a Quote | ✓ | ✓ | NA |
| View additional information of a Quote such as Notes or Attachments | ✓ | ✓ | NA |
| View system generated events to track status changes of Quote | ✓ | ✓ | NA |
| Contact Agent | NA | NA | ✓ |
| Access details of Policy | NA | NA | ✓ |
| File a claim | NA | NA | ✓ |