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iPM

Hello Carriers & Agencies,

Are you tired of managing insurance on disparate legacy systems?
Here's a holistic insurance platform that meets all your point-of-sale, underwriting & operation needs in one place.

iPM is a low-code configurable solution which enables carriers, underwriters & MGAs to plan, administrate, build and implement any insurance products faster

Why iPM?

Build any-line-of-products faster without coding.

Eliminate the need for accessing multiple systems

Manage all operational Process in single system

Is iPM safe?

 iPM solutions offer the highest levels of security and privacy, including multi-layered authentication and authorisation, encryption and complete auditability.

Benifits of iPM

Increase Speed to Market

Operational Agility

Improve process efficiency

Intuitive user interface 

Key Features

Broker Portal

Quote, refer, bind, report, renew, endorse and lodge claims.

Assign

Assign between agents for advice for review 

Bind

Direct bind by broker depending on product or Agent review and binds for referrals

Agent Portal

Underwrite, Lodge & Track Claims, Accounting & On-board new users 

Bordereaux

Customised Bordereaux reports based on your insurer

Quote

Key in risk info and track progress.

pricing

Calculate premiums based on the risk information

Policy

Active, pending, search, history, endorse 

Endorse

Edit future dated policy or Endorse active policies

Business Intelligence

Real-time Reporting and generate Detailed Visualizations

Referral

Bind directly or refer it to your agent for decision

Underwriting

Rate, generate policy documents, premium adjustments, bind, renew, endorse

eDocuments

Edit, print, save and email all policy documents; instantly generated

Renew

Automated renewals or alerts if review needed

Accounting

Accounting & Finance, Trust Account, Process Receipts

Emerging

Business Inteligence

Improve process, sales &  efficiency 

Instant Messaging

All policy related comms remain with the quote/policy

Document Understanding

Read invoice & pdf documents for processing

Automation

Automate data entry of risk information for faster turn arounds

Fraud Prevention

Fraud detection & prevention at underwriting & claims

AI Chatbot

Response and support via  AI Chatbot & Natural Language Processing (NLP)

Task Manager

Schedule activities such as upcoming renewals, reminder notices, payments

Image Processing

All policy related comms remain with the quote/policy

Product Creator

Configure Products, User Access, Authorisations faster

The right solution at the right time

Hosting & Security

Hosted in cloud, on-prem or a hybrid. All data are encrypted on transmission and rest

AI & Data Analytics

Modelling. Prediction & Analytical Services

Work Flows

Customisable to your business operations

Moduler & Scalable

Modular-built. Choose one or choose all. Scalable based on demand

Integration

Integrate with 3rd party systems such as XERO, MYOB, Claims system, rating engine on demand