Sales Force(Distribution)
Sell Policy On-the-go
Customer-Centricity
Centralise all Customer Interactions.
BackOffice & Workflow
Assign and escalate tasks between departments and branches.
Score Card & Reporting
Save time with automated report generation.
Simplify Claims, Refunds and Resolve Double Deductions.
Automate the claims, refund process to ensure quick and accurate handling of these requests.
DigitInsure integrates with customer portals, enabling clients to view their transaction history, request refunds on double deductions, and report issues directly to the back office.
Lead Management
Efficiently tract and manage leads on the go.
Digital Invoice
Generate and send invoices digitally with just a few click.
Digital Receipt
Clients receive immediate confirmation of payments.
First Premium Collection
Your sales agents are able to issue digital invoice & payment receipt on-the-go upon sale of policy to client.
Customer Service
Stay Connected with Clients Anytime, Anywhere
Have a direct one-on-one contact with your clients all the time, tailoring your communications to meet their unique needs and preferences.
Your clients receive the support they need, whenever they face challenges such as Refund, Double Deduction, etc
Staff & Agents on-boarding
onboard all your staff and sales agents (Distribution) for collaborative working environment.
Bulk Upload of Existing Data
Bulk upload of existing leads and clients data
Electronic App Form
Electronic App Form for selling of your insurance policy everywhere.
Comprehensive Policy Management
Manage all policy details in one centralised location, ensuring efficiency and compliance.
Policy Renewal
Send timely reminders to your clients about upcoming policy renewal date ensuring they never miss a renewal.
Claim Management
Simplify the entire claims process to enable your clients start the claim process in the system.
Your Digital Insurance Solution Provider
Product Features
Customer Management
Gain a 360-degree view and manage all your clients with a click.
Complaint Management
Clients can quickly report issues through a user-friendly interface.
Reporting and Analytics
Visualize your data with intuitive dashboards.
Security & Permissions
Assign specific access rights to team members based on their roles, ensuring sensitive information is only accessible to authorized personnel.
Payment Integration
Integrate with your payment platforms such as MoMo, Visa Card, Master Card for quick and efficient transactions,
Client Self-Service
Client portal to view their policies, Invoices, payment receipts, transaction history, request refunds, and report issues directly.
Mobile Accessibility
Perform all tasks from your mobile device, from client management to reporting.
Customization & Scalability
Unmatched customization and scalability to fit your unique business requirements.
Client Support
Manage client inquiries and support tickets efficiently with built-in help desk system.
Interdepartmental Expense & Payment Request to Finance Department
Easily submit and track Expense and payment requests between departments and branches such as Claim Request, Double Deductions, Refund, Expenses, etc to Finance Department for approval.
Alerts and Notifications
Both Staffs and Clients alike are able to receive email alerts and notifications of the status of their tasks and requests between Staffs of different departments and branches.
Up Selling and Cross Selling
By leveraging customer data and purchase history, DigitInsure helps you to identify opportunities to offer additional products offerings that meet your clients’ needs.