o Insurance Companies
⚀ Sales and Advisory automation
⚬ Sales illustration System
⚬ Automated Sales advisory
⚀ Core Applications
⚬ Product configuration for Policy Servicing
⚬ Reinsurance Management
⚬ Group Policy Admin
⚬ Insurance Product APIs
⚬ Aggregation Platforms
o Distributors and Advisors
⚀ Intelligent Financial Advisory
⚀ Customer Management
⚀ Bringing all together
⚬ Financial Planner
Insurance advisors can effectively make the business grow exponentially with this intelligent insurance advisory tool and knowledge bank.
HelpInsure is The future of How Insurance Advisory works
Go digital, Go Intelligent
Get all the knowledge about insurance at one place. This section contains simple stuff such as explanation of PT, PPT etc to advance knowledge around MWP etc.
Understanding a new product has never been easier. Every product simplified through 5 simple documents. Easy graphical representation for extremely easy product understanding.
An intelligent advisor that all inbuilt calculators and automated advisory that any advisor would ever require. Product combination and many more features too are a part of the deal.
Combine Products Like Never Before
Don't Sell what you have, Create what your customer Needs
Combine products across companies
You can combine product from one company with product from another company
Combine ULIP with traditional
Now you can combine traditional product with ULIP Products. It is a unique solution.
Combine Series of same product
You can combine one single product multiple times to create unique regular income
Get Products and Illustrations of Multiple Companies at One Place
HelpInsure brings illustrations of 600+ products from across 23 life insurance companies under one single application.
Now you need not handle multiple applications from different insurance companies.
just use HelpInsure and get data of all the companies you work for at one place.
Need Analyser, Target Fund Calculators, Automated Suggestions And Much More
HelpInsure has all the calculators you need. Moreover, it gives automated suggestions for needs and target fund.
Types of simplified need calculators.
Target fund calculator to address your customer requirements
Simple amount based calculator
Want To Sell ULIPs? - We Are Here To Help
A special section on ULIP selling to help you sell more
Compare with MF and prove ULIP is better
Yes! Our modules lets you pitch ULIPs against MFs and prove ULIPs are better
More options for interest rate
You can also check how fund value grows for various interest rate scenarios.
Special Customer Report
A special Customer Report for ULIP selling. Fully equipped with all the necessary information
Simplified Product Representation for Easier Understanding
We have focussed immensely on simplifying the product information. A simple graphical representation for easier understanding
Illustrate Tax Benefit : And Show how Insurance is better than other financial products
We also calculated the amount of tax customer saves on 80 C and 10 ( 10 D) while investing in insurance. Using this calculation you can show customer how insurance is better than other financial products
You can save every product combination as a solution and reuse it. You don't have to remember each combo separately
You can also check how Fund Value grows for various interest rate scenario
Application and customer reports are fully personalised. This leaves a good impression on customers.
WE CREATE BEAUTIFUL & SIMPLE CUSTOMER REPORTS
To help you showcase your professionalism and impress your customers
Features and Details
Tell people some really good features and specifications about your product in this amazing section.
Application is fully personalized with customizable reports for customers.
You can save every quotation for future use
Get Automated suggestions for every advice that you seek
Get complete sales pitch and selling technique. Learn from the best and sell more
You get fully customised ready reckoner for every product.
Insurance selling is a tough job and so we get you all the motivation you need
Request A Demo
Application interested in
Sales Illustration System
Automated Sales Advisory
Group Policy Admin
Insurance Product APIs