Buy/Sell Online Platform

A Comprehensive Application for customer onboarding and partner management

Our Buy/Sell Online Platform is a comprehensive platform to handle all business needs from Lead management, advisory, application submission, team, pipeline and much more.

Web App

APIs

Android APK/SDK

IOS APK/SDK

Buy/Sell Online Platform
Buy/Sell Online Platform

Suitable For

I.T. Department

Sales Team

Product Teams

Solving the Right Problems

Our products are designed for solving the right problem for users. We have focused on highly specific problems, taking care on everything from basic R&D and product development.

The Problem

Onboarding new partner takes time – leads to business loss

Every partner has own peculiarities and hence it takes time to onboard and customise solutions for each partner. Delay causes loss of business as well

Our Solution

Partner onboarding module to start relationship within 1 day

Onboard partner with 5 easy steps and partner specific APIs and white-labelled platform is ready for use.

The Problem

Managing and tracking team

Aggregators have multiple types of distribution channel and complex hierarchy. Moreover performance management and dashboards are critical for business.

Our Solution

Flexible team and hierarchy management. And standardised dashboards

Platform comes with complete user management system with modular access. Moreover different types of dashboard are created for all activity tracking

The Problem

Commission and information tracking

Premium calculation and quotation is required by all channels, third party distributors on web or mobile platforms. Use cases also differ with different types of advisory. So various set-ups run in parallel within one company

Our Solution

Accounts section to track all user activities and earnings

We understand the need within insurance companies and hence with single backend we have built more solution modules to handle all use cases.Further have built APIs and libraries for easy integration with any platform or mobile apps.

The Problem

Managing workflow from lead to policy to claims

Sales is just one of the parts of the journey. Aggregators have to manage complete flows right from leads to claims.

Our Solution

Entire workflow from lead addition to policy issuance, renewal and claims.

System manages customer flow quite succinctly with proper movement from one bucket to another.

Innovation at its peak

For more than 10 years our innovations have been effective to the most significant technology advancements and market transitions.

innovation at its peak

Advanced advisory modules

Make use of intelligent and well-structured API configurations that run seamlessly across multiple product lines.

Configurable journey for each partner

Our product can be used across multiple use cases and the industry’s requirements.

Automated front ends

Fully compatible for illustration generation and advisory with the wide and varrying array of products available in the market.

Platform's Capabilities

Discover the modeling, automation and integration capabilities of the platform and how we can help you reach your digital transformation goals.

Plaform configurable partner journeys

New business journey can be configured for the partners and relevant advisory

Platform insists proposal form sequencing can be done.

Platform with Advanced advisory

We have advanced modules for advisory to manage product combinations.

Our platform includes cross selling and upselling across product lines as well.

Configurable rules – as easy as excel

Our rules configuration panel has in-built intelligence.

Configuration includes syntax suggestion, functions, keywords, referencing making it quite easy for product teams to adopt it.

Platform with ease of integration

Be it integration with internal CRMs or external APIs from insurers, application has systematic provisions and APIs built to handle it.

Advanced easily customization UI

User interface is built with modern design schemes with scandalization in backend.

Customized UI helps easily white label UI.

Platform's Modules

We have created innovative and advance modules allows you to create business rules and our platform brings independence, scalability and disruptive

Partner onboarding module

Any new partner addition can be done in 5-6 easy steps and white labelled platform is ready for partner sales team.

Lead to Claims – Pipeline management

Complete customer lifecycle management from entry as a lead till exit from system for any reason. This comes with dashboards for quick analysis.

User and Team management

Hierarchy and access management with provisions to handled different verticals, roles, branches. Give access to relevant modules based on roles and responsibilities.

Advisory - Goal based

Customer’s financial planning through goal based advisory is the most efficient way of advisory. With our calculators, gap analysis and automated advisory algorithms one can easily empower sales.

Training and certification – POS module

Module to train, get examination and certification for POS agents with complete workflow to manage KYC.

Value
Additions

Our products can be used across multiple use cases and industry requirements.

BOOK A DEMO

Launch product within 1 week

Oh yes. It is as quick as that. Entire illustration for a product can be done within 1 day. Try it for yourself

Increase productivity - Meet more people, more sales

Reduced TAT results in time for meeting more people, which leads to more sales. If used efficiently then application can help impact sales substantially.

Automate and intelligent advisory

Even in digital world why shall advisors manually try and match quotations. Our intelligent algorithms are here to serve your advisors and customers.

Higher TAT per sales by >90%

Intelligence advisory algorithms can save lot of manual activity and reduce meetings per sale thus reducing sales cycle from 3 weeks to just under 10 – 15 minutes.

Don’t sell products, create solutions

Give customers what they need and not what you have. Our advanced modules help in creating solutions using different products.

Build to handle volumes

High concurrency support, quick calculations, speedy response

Request a demo

Let's talk business!

We are building fully integrated, API based applications for insurance industry.
We can help you in your digital journey.

You are in good company