Save ≈ 30%
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FREE
Get started for free.£0/month£0/month-
All the features -
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ESSENTIAL
First 3 users included£695/month£495/month-
Team Task OrganizerAllows team members to see from a single place the status of tasks and know who is responsible for what
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Data Collection and Customer infoEasily manage customer details for improved records accuracy.
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Data Collection (Risk info)Gather critical risk data to inform smarter underwriting decisions.
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Data Collection (Data Validation)Validate information against external sources for unmatched data integrity.
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Presentation to InsurerFacilitate faster policy decisions with structured insurer presentations.
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GROWTH
First 5 users included£995/month£695/month-
𝗘𝗩𝗘𝗥𝗬𝗧𝗛𝗜𝗡𝗚 𝗜𝗡 𝗘𝗦𝗦𝗘𝗡𝗧𝗜𝗔𝗟
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Customer Due DiligenceEnsure compliance with comprehensive customer screenings and checks.
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Form BuilderAdapt to changes with customisable digital forms for seamless data collection.
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API incomingSimplify personal and policy management with our secure customer platform.
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AI-Doc2 QuestionnaireTransform documents into data with AI, accelerating collection and accuracy.
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AI-Assistant for EmailsAnalyses automatically previous conversations with your clients and writes automatically emails for you, based on them.
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Quote submission BotStreamline quote and risk assessment processes with AI-powered extraction.
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Quote processingAutomate and optimise quote evaluation for competitive policy pricing.
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Smartphone SurveyEnhance claims and asset assessment with easy smartphone surveys.
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ENTERPRISE
First 5 users includedCustomisedCustomised-
𝗘𝗩𝗘𝗥𝗬𝗧𝗛𝗜𝗡𝗚 𝗜𝗡 𝗚𝗥𝗢𝗪𝗧𝗛
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Access to personal informationDraft personalised communications leveraging detailed policy history.
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Quote selectionSimplify quote comparison and selection with user-friendly tools.
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Data gatheringEnsure new business quote accuracy with efficient data collection.
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Policy Renewals ReminderSends automatic policy renewal reminders to both customers and account managers to avoid manually tracking the renewal dates.
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Policy Change AssistantStreamlines adjustments to active policies at any time without the need to manually process paperwork and update client records
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Online PaymentSecure and diverse payment methods for hassle-free transactions.
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