Insurance Broker Software

Agiliux insurance broker software enables brokers to automate client services, broking process, claim submission, and improve financial compliance.

Insurance Broker Software

Agiliux insurance broker software enables brokers to automate client services, broking process, claim submission, and improve financial compliance.

Automate end-to-end broker process and accounting

Want to know more?

If you’re considering digital transformation of your business or automation of certain business operations, or just want more information, book a demo at your desired date and time.

Prospecting & Proposal

Extensive logging of all activities captured from various online channels to help you stay compliant.

Engage leads with product updates, track all insurance enquires and convert your leads into potential clients.

Provide proposal form to client upon the client’s proposal and fill in all the material facts.

Brokers identify the client credibility to pay for the premium based on the product chosen.

Broking Slip & Quotation

Using the proposal requirements, convert broking slip based on the details on the proposal form.

Based on the class and key details given in the proposal, a list of eligible Insurers are recommended by Agiliux.

Compare each plan and quotation given by insurers. Once each party agreed, insurer will receive quote binding to generate cover note and debit note.

Insurer will create and send a cover note as temporary policy before the issuance, and debit note for any statement of premium and sum covered.

Customer Management

Create customer profile with personal and medical details, employment and education history, and much more.

Managing customer database is highly useful for the sales agents to cross-sell or upsell products and much more.

Consolidate all the customer communications, proposals & quotes, relevant files, calendar activities, on a single platform.

Configurable workflows and set alerts & notifications for personalized birthday and festive greetings and much more.

Policy Administration

Maintain the policy certificate issued insurers, then manage p/holder’s data.

Upload and store identification document, letter of authorisation, policy schedule, certificate of insurance for records.

For any change to the policyholder details or coverage, quickly notify insurer to update the endorsements and send across for adjustment.

Send renewal reminder together with quote to the policyholders and upon payment, receive email with renewed policy details.

Claim Management

Ensure all details given by p/holders are true before progressing.

Prepare a checklist of supported documents and evidence(s) for claim submission, collect on behalf of the p/holders and share to the insurers.

Keep track of the claim process and provide any further documents or excess fee updates required until claim settlement.

Customer Portal

Insureds can respond to the quote, view all policies & endorsements, check policy expiry and renew policy with online payments.

Submit claims online and upload supporting documents. Check claim status and get real-time notifications for all updates.

Centralized repository to view and download proposals, quotes, policy documents, debit note, cover note, claim forms and more.

Easily create service requests for policy endorsements, renewals, claims status and get notifications for the updates.

Insurer Portal

Insures can review the broking slip and amend changes, if any, and/or upload quotation as well as insurance plan with coverage stated.

Upon client’s acceptance, insurers can receive the quote binding and upload the cover note for brokers to download and send across.

Insurers can view all the active polices, review endorsements and send updates to make online payments if any.

View all the claims submissions and the supporting documents, flag for review and raise multiple queries in case of complex claims.

Accounting & Reports

Easy and automate syncing of invoice, debit/credit note and track payments from the policyholders and insurers with an ease.

Supports online and partial payments with multiple currencies, tax rates and properly align the business financial details.

Create and generate regulatory reports such as AR/AP, Income statement, Tax reports and much more for auditing.

Enhance financial decision-making with access to real-time data and manage KPIs with self-service dashboards and widgets.

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Prospecting & Proposal

Extensive logging of all activities captured from various online channels to help you stay compliant.

Engage leads with product updates, track all insurance enquires and convert your leads into potential clients.

Provide proposal form to client upon the client’s proposal and fill in all the material facts.

Brokers identify the client credibility to pay for the premium based on the product chosen.

Broking Slip & Quotation

Using the proposal requirements, convert broking slip based on the details on the proposal form.

Based on the class and key details given in the proposal, a list of eligible Insurers are recommended by Agiliux.

Compare each plan and quotation given by insurers. Once each party agreed, insurer will receive quote binding to generate cover note and debit note.

Insurer will create and send a cover note as temporary policy before the issuance, and debit note for any statement of premium and sum covered.

Customer Management

Create customer profile with personal and medical details, employment and education history, and much more.

Managing customer database is highly useful for the sales agents to cross-sell or upsell products and much more.

Consolidate all the customer communications, proposals & quotes, relevant files, calendar activities, on a single platform.

Configurable workflows and set alerts & notifications for personalized birthday and festive greetings and much more.

Policy Administration

Maintain the policy certificate issued insurers, then manage p/holder’s data.

Upload and store identification document, letter of authorisation, policy schedule, certificate of insurance for records.

For any change to the policyholder details or coverage, quickly notify insurer to update the endorsements and send across for adjustment.

Send renewal reminder together with quote to the policyholders and upon payment, receive email with renewed policy details.

Claim Management

Ensure all details given by p/holders are true before progressing.

Prepare a checklist of supported documents and evidence(s) for claim submission, collect on behalf of the p/holders and share to the insurers.

Keep track of the claim process and provide any further documents or excess fee updates required until claim settlement.

Customer Portal

Insureds can respond to the quote, view all policies & endorsements, check policy expiry and renew policy with online payments.

Submit claims online and upload supporting documents. Check claim status and get real-time notifications for all updates.

Centralized repository to view and download proposals, quotes, policy documents, debit note, cover note, claim forms and more.

Easily create service requests for policy endorsements, renewals, claims status and get notifications for the updates.

Insurer Portal

Insures can review the broking slip and amend changes, if any, and/or upload quotation as well as insurance plan with coverage stated.

Upon client’s acceptance, insurers can receive the quote binding and upload the cover note for brokers to download and send across.