This work flow system allows in completing all the tasks between selling a policy to issuing the policy. Assigning policy number, capturing all the support documents, capturing the insured information, proposal form, storing the new policy, commissions to be expected from the sale, premium payment details such as cash, cheque, online debit card, credit card, etc.

Various management reports are drawn from the system as you can see. The system interfaces with the portal system, CRM system, mobile apps, etc. to capture the sale information.

Technology used: Webserver: IIS 7, ASP.Net/VB.Net, XML, Ajax, JQuery

Database: MySQL

This CRM system allows us to capture all the customer leads who have contacted the company through various sources, that is, either through the mobile app, through online portal, SMS, phone call, etc. In addition, using the CRM system, the customer care employees can call the customers, give them premium quotes, close the sale, and dispose the leads.

Calls can be assigned, reassigned, tracked, and closed.

This Corporate CRM system allows us to capture all the corporate customer leads thatare being managed by assigned customer relationship managers. In addition, using the CRM system, the employees can keep track of various stages of sales like, proposal, quote.

Calls can be assigned, reassigned, tracked, and closed.

This system tracks all the calls received from the emails specifically set aside to raise complaints

Quote Generation – For any Two Wheeler or Private Car or Commercial vehicles, be able to fetch the quote as per insurer’s premium rates. We can even fetch quotes from more than one company if the insurer would like to provide comparison. Using the app, an agent could refer to all the quotes he had given, all the sales he had made, and other vital information on the mobile itself.

Sell Policy – Our app is integrated with authorized third party payment gateways such as PayU. Customers can use their debit card, credit card or directly transfer from bank account using the Agents’ mobile. The agents can also send an SMS or email to the customer from the app if the customer would like to use his/her own smart phone or computer to make the payment

Vehicle Inspection – Our mobile app has camera built in where the agent can take photos of the vehicles (4 side photo, odometer, and photo of chassis no.) and upload the same to the server. When retrieving the quote to issue the policy, the photos also could be brought in. The photos will have time, date, and location stamp on the photo itself.

When we provide our mobile app, we can also work on the integration part. That is, integrating the mobile app to the legacy for further process.

This mobile app is developed using CoreDova, JqueryMobile in front end and My SQL database in back end.