SaveMoney for Broker and Agent

Digital insurance platform for Broker and Agent

HOW THE PLATFORM HELPS

SaveMoney Insurtech is the first end to end, fully configurable, modular, low-code platform, allowing the digitization and enhancement of any insurance processes to grow your business and improve both customer and staff experience alike.

PLATFORM FEATURES

No code Product Builder

Robust underwriting engine, pricing engine, data model & policy documents builder to create and launch complex products in hours, immediately available through APIs for distribution.

Sales Portals

Out-of-the-box quotation & proposal management tools for a more efficient & digital sales processes. Digital distribution enabled through API for direct, agent, broker, or affinity distribution.

Customer Portals

Out-of-the-box member and HR portals to view & manage policies, submit claims, find doctors, with seamless member movement and onboarding, for an improved customer experience.

Policy Administration System

Fully configurable, flexible & user-friendly policy administration system for any stakeholder to view and service policies, endorsements, renewals, transactions, and more.

Claims Engine & Management

Data-driven and automated claims management system and investigation tools, ensuring profitable and cost-efficient business operations.

Provider Portals

Out-of-the-box portals for providers to view members, policy coverages, and submit claims digitally.

Why Insurers choose SaveMoney for Broker and Agent

Scalable

SaveMoney can be used in parts or in full depending on insurers’ immediate needs, enabling quick wins that can later scale into end-to-end solutions.

Modular

An end-to-end yet modular platform supporting all product lines across health, life and P&C, for a risk-free and future proof digital transformation.

Fast deployment

Out-of-the-box features that can be deployed in a few months instead of years, giving insurers quick and tangible business results.

100+ API Integrations

Backed by the most comprehensive set of open insurance APIs (100+) enabling integration with any third party or legacy system.

Easy to use

Modern and intuitive user interface enabling all stakeholders to become fully operational with only a few hours of training.

Cloud-based SaaS

Future-proof platform where new features are rolled out continuously for risk free, compliant and secure operations.

SaveMoney for Broker and Agent

HOW THE PLATFORM HELPS

Build & launch products faster

Enable omnichannel distribution

Digital policy & claims management

APIs for seamless integration