End-to-end Solutions to Underwriting Agencies
A Broker Portal where brokers can quote, refer, bind, report, renew, endorse and lodge claims.
An Underwriter Portal where all underwriting functions such as rate, generate policy documents, premium adjustments, bind, renew, endorse, etc. can be done
Facilitates Bordereau reporting, customizable reporting, accounts payables and receivables, trust account statements, processing receipts etc.
Product configurations, question configurations, template-based quotation form configurations, various simplified rating configurations, state-wise tax configurations, commission configurations, embargo configurations, task scheduler, transaction logs, permissions handling, styles such as logo, colors, and theme.
AI Chatbot to assist insurers, brokers & underwriters
Low-code configurations to on-board customers quickly and migrate data
Auto populate data from publicly available data or 3rd party content
Configure new products/updates as templates, test in advance, and schedule to take effect at a future date
Instant Messaging for communication amongst underwriters or between brokers & underwriters
Integration with 3rd party systems such as XERO, Sunrise, iClose, Insight, 3rd party rating engine or claims systems on demand
Bigdata platform for data analytics
Analyse data and to help reduce referrals, refine processes, and help improve sales
All data are encrypted on transmission and rest
Continuous improvements in cyber security via regular PEN tests, audits and implementing recommendations
The right solution at the right time
iPM is a no code configurable solutions help you plan, administate and create any line of products faster
iPM can be hosted in cloud, on-prim or hybrid
iPM can be integrated with External Systems
Configure any lines of product faster
Scalable based on demand
Customise to your workflows
iPM is build as Moduler and choose required