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
Now Every Advisor can compete with online aggregators... and do much more.
A database of 250 + insurance products from 19 different insurance companies... All at one place.
PolicyBank is a Detailed Product Comparison Tool for Every Advisor
You can compare products categories such as term, endowment, moneyback etc. from various life insurance companies Suitable for insurance agents and brokers as they sell more savings plans.
It helps you find out the products in the industry comparable to your product and also shows you how your product compares to other product.
PRODUCT TO PRODUCT COMPARISON
Compare any two Products from across the industry. The comparison is detailed.
Intelligent, Detailed And Beautiful Comparison
Comparison is quite detailed with information regarding premium, benefits, ratios etc
Complete Benefit Illustration As Well
Comparison is not only around premium or benefits but also detailed BI is available
Filters And Sorting
You can filter the results and sort them according to your own requirements
A Simple Scorecard to Summarise all the benefits and costs of products
Understanding each product is difficult. And then comparing savings products is even more difficult. So we simplify it for you.
We have built a scorecard for each product taking into account benefits and features of the product.
Detailed Side by Side Comparison of up to 4 Products
HelpInsure has all the calculators you need. Moreover it gives automated suggestion for needs and target fund etc.
You can choose any 4 products and compare it in detail one beside the other.
Simple amount based calculator.
Want to Find Comparison for Your Favourite Product?
A special section on ULIP selling to help you sell more
Step 1 : Choose your favourite product
Choose the product of your choice which you want to compare with similar products and put the inputs
Step 2 : We show comparable products
We show you all the comparable products and also products better and worse than your products.
Step 3 : Detailed Comparison with 3 Others
You can custom choose any 3 products with which you can compare your favourite product and share with customers
A Product Page : Know Everything About the Product
Product page which gives all the information such as features and ready reckoner. Moreover it also has inbuilt premium calculator and Benefit illustration
Company Information : Comparison is not just about Product
Customers don’t just buy product but also the promise by the company. Hence customers want to know about the company. We get you all the relevant information about claims, complaints, company size and solvency
You can email comparison to any customer and he can view it for next 24 hours
All the relevant features for easier navigation
Get product of your choice on top
Features And Details
Tell people some damn good features, specifications or interesting facts about your product or app here in this beautiful section.
Graphical representation of benefit Illustration for easier understanding
We show you comparability score for your chosen base product
Multi User Access
You can get access for multiple users in your company
Detailed company information for better decision making
We continuously update with new product launched.
Along with comparison we show detailed BI as well.
Request A Demo
Application interested in
Sales Illustration System
Automated Sales Advisory
Group Policy Admin
Insurance Product APIs