
ProBI is a cutting-edge insurance technology platform that enables Brokers to rapidly plan, administer, build, and implement a diverse range of insurance products faster.
With ProBI, Brokers can also automate the process of obtaining multiple quotes from multiple insurance systems, resulting in significant time and cost savings.
Our API ready system seamlessly integrates with other systems, enabling users to auto-populate risk information or utilize third-party systems for various activities.
ProBI provides a comprehensive solution that empowers Brokers to maximize their efficiency, streamline their operations, distribute through multiple channels, and stay ahead of the curve in a rapidly evolving insurance landscape.
PAIN POINTS | PROBLEMS
HOW ProBI ASSISTS
Months / Years to develop an insurance product
Days to develop new insurance products & start selling.
All have access to all the fields & difficult to track & audit
Profile based authorisation allows only access to required fields with an audit trail.
Unable to obtain multiple quotes
get multiple quotes by a press of a button
Distribution channels need to be developed separately
All required channels are available by default, or choose what you need
All have access to all the fields & difficult to track & audit
Profile based authorisation allows only access to required fields with an audit trail.
Rigid systems without flexibility to choose the modules or integrate with other systems.
Flexibility to choose required modules. Allows Integration with 3rd party modules using our APIs
Unable to assign workflow
Assign tasks for peer review, approvals or absence
Changes to risk questions, ratings, branding takes a long time to testing & implement
Changes can be implemented and effected immediately or schedule for specific date & time
Data is stored in an unstructured manner in disparate systems making it very challenging to analyse for decision making or forecasting
Data are stored in a structured, easy to use method for analytics, prediction, informed decision making and identify areas for process improvements and sales potential
Webform & Mobile Apps
Enter client, risk & claims information
pricing
Premium details including
commission, taxes
Endorse
Edit future dated policy or Endorse active policies
Business Intelligence
Real-time Reporting and generate Detailed Visualizations
Broker Portal
Quote, report, renew, endorse and lodge claims.
Policy
Active, pending, search, history, endorse
Renew
Automated renewals or alerts if review needed
Accounting
Accounting & Finance, Trust Account, Process Receipts
Multiple Quote
Multiple quotes, Comparison Quotes & Bind
eDocuments
Edit, print, save and email all policy documents; instantly generated
Reporting
Customised reports based on your requirements
CRM
Basic CRM functions
Key Features
Why ProBI?
Our solution allows you to quickly create any type of insurance product without the need for coding, streamlines your workflow by eliminating the need to access multiple systems, and centralizes all your operational processes in one convenient location.
Is ProBI safe?
Our platform is built with the highest levels of security and privacy, featuring multi-layered authentication and authorization, encryption, and complete audibility.
Benefits of ProBI
Our platform allows you to get your products to market quickly, streamline processes for greater efficiency, and offers easy-to-use interfaces. Additionally, it provides dynamic reporting, is cost-effective and saves time.