Get a 360° overview of your sales process
Sell directly or through sub-agencies, affinities and white labels.
The same insurance products can be brought to market through all or selected channels, either in the original configuration or with variations in coverage details or underwriting, for example.
Bring your products to market through select channels – or all. Create quotes for single or multiple policies, process quotes, manage campaigns, underwrite and approve – all from the same interface.
See how easily you can create bundled insurance quotes in IBSuite, by adding new quote entries to the same quote:
In IBSuite, a quote can contain multiple entries allowing you to promote and sell different products with different coverage details all within a single quote.
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Underwriting reflects and supports your organization’s business rules.
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Users get a 360⁰ transparent view across the customer portfolio, allowing a complete overview of all engagements with any customer through any sales channel, and have the ability to generate relevant reports that provide data on, for example, sales performance per channel.
IBSuite’s modular architecture facilitates seamless integration with other policy administration systems.