One portal, every point of sale
Branches, agents and partner outlets all sell through the same portal, so products, prices and documents are identical everywhere and a policy sold in the field is on the books the moment it is issued.
Insurance Portal
The front office of an insurance company in a browser. Cashiers take payments and issue documents at the branch; agents quote, sell and service policies wherever the customer is. Both work against the same live policy records.
Built for the counter
The cashier screens are designed for speed in a queue: find the policy, take the payment, print the receipt. Cash, card and bank transfer reconcile against the day’s takings automatically.
Agents with the whole book in hand
Agents quote and issue on a laptop or tablet, see their customers’ renewals coming up, and track their commission without waiting for a statement.
Modules
What Insurance Portal includes
Cashier module
Premium collection, receipts, refunds and end-of-day reconciliation at the branch desk.
Agent module
Quotation, policy issue, renewals and commission tracking for agents and brokers.
Services
One team from analysis to long-term support
Every product comes with the people who make it work in your organisation: analysts, designers, engineers and the support team that keeps it running.
Business Analysis & Discovery
Specifications, user stories and feasibility studies that settle what a system has to do before anyone commits to building it.
Project Management
Planning, delivery management and reporting that keep software projects on scope, on budget and on time.
UI/UX Design
User research, journeys, wireframes, prototypes and visual design for web and mobile products.
Web Development
Custom web applications, enterprise systems, single-page apps, progressive web apps and the integrations that connect them.
Mobile Development
Cross-platform mobile applications with secure backend services, user-focused design, testing and ongoing maintenance.
Software Maintenance
Monitoring, fixes, security updates and continuous improvement for the systems your business depends on.
Insurance
Related products
Ready to talk?
Tell us about your current setup and goals, and our team will put together a tailored proposal.