Products

Benefit Illustration

Product setup, illustrations and sales

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Insurance Aggregation

End to end solution and integrations

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Buy/Sell Online Platform

Integrations for insurance distribution

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For Teams

Sales Team

Well trained team, up-to-date with the latest sales trends and technology.

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IT Department

Instant technical support, maintenance and troubleshooting solution

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Product Team

One model for Product management, user experience, and product analytics.

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Operations Team

Services, functional areas and measures of strength and profitability of the enterprise.

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About Us

Products

Benefit Illustration

Product setup, illustrations and sales

Insurance Aggregation

End to end solution and integrations

Buy/Sell Online Platform

Integrations for insurance distribution
For Teams

Sales Team
We strongly believe that insurance advisory and sales productivity can be improved substantially with the help of technology and automation.

IT Department
Nvest and it’s products are trusted by India’s best and the leading financial technology companies.

Product Team
We strongly believe that insurance advisory and sales productivity can be improved substantially with the help of technology and automation.

Operations Team
Nvest and it’s products are trusted by India’s best and the leading financial technology companies.
About Us

Insurance Aggregation Platform

A Comprehensive Application for Insurance Aggregation

Our aggregation platform is a comprehensive platform to handle all business needs from assisted sales, B2C website to admin panels for tracking activities.

Web App

APIs

Android APK/SDK

IOS APK/SDK

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

Quotation from various insurance companies takes time for configuration

Aggregation platform needs comparison across products from companies and hence backend configuration capability is extremely important

Our Solution

Hybrid configuration engine to handle product configuration or integrate APIs

As a distributor one may have to configure products or consume APIs based on insurer readiness. Our engine is built to handle both.

The Problem

Various insurance companies have different systems for proposal submission and payment collection

For smooth flow integrations with insurer new business journey is important. Each company has custom forms and masters. Process takes lot of time

Our Solution

Dynamic form builders with architecture and provisions for quick API integrations

Our dynamic form builders help us quickly create proposal forms with 100s of fields. And backend automation helps integrate APIs quickly.

The Problem

System does not help manage and track teams

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

Workflows span various systems requiring manual coordination

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

Dynamic form builders

Verify the data and control the quality of information using validation rules.

Advanced advisory modules

Advanced modules for advisory to manage product combinations, cross selling and upselling across product lines as well.

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.

Supports all product lines

Manage all types of insurance products such as life, health, group health, motor, travel, personal, accident, critical illness on one platform.

Advanced advisory

Manage product combinations, cross selling and upselling across product lines with advanced advisory modules.

Configurable rules – as easy as excel

Rule configuration panel has in-built intelligence with syntax suggestion, functions, keywords, referencing making it quite easy for product teams to adopt it.

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 which 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

Advisory - Cross selling nudge algorithms

Product Comparison and advisory

Compare products from across the industry for each product line. This comes with standard flows.

Advisory - Cross selling nudge algorithms

Build your financial ecommerce with suitable nudges on the journey. You can push riders, cross-sale other products based on profile.

User and Team management

Hierarchy and access management with provisions to handle verticals, roles and 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.

Advisory - Product Combination

Combine multiple products to create a solution for you client on the go. Don’t sell what you have, create what customer needs.

Training and certification – POS module

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

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.

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 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.