Explore i2go features
i2go features help you deliver a fully digital insurance business
Explore i2go features
i2go features help you deliver a fulaly digital insurance business
Overview of i2go Insurance CRM
The i2go core is the nucleus of our eco-system of modules that supports all your required business functions with high-speed processing.
We use a CRM centric approach to help you manage your ever growing customer demands, placing your business ahead of competition.
i2go features are powerful micro-applications that can be linked with our core to fulfil client requirements. Whether it’s building a CMS, buying policies or creating reports; our modules can deliver it all.
The i2go core is the nucleus of our eco-system of modules that supports all your required business functions with high-speed processing. We use a CRM centric approach to help you manage your ever growing customer demands, placing your business ahead of competition.
Manage the entire lifecycle of your policy, including new application, quote, proposal, bind, adjustment (MTA), renewal, and cancellations, from a single platform.
Gain an overview of policies within the organization. Or get a 360-degree customer view to see all contextual information about a specific customer in a single view.
Perform a simple/advanced search to quickly find a specific policy to improve work efficiency and get more work done.
Get an overview of all claim activities created by your customers or employees. Alternatively, get a 360-degree view of the claim to review all the detailed information on specific claims.
Apply a simple or advanced search with additional filter options to find a claim immediately.
You can then edit or correct the claim based on the current status. For example, responsible person, claim status, assigned unit, and more
Understand your business performance beyond outdated and static reports on a regular basis. With our versatile and intuitive analytics framework, you can analyze and forecast your business processes on a single powerful platform.
Review status and application progression in a chart or table view. Develop strategies to drive leads to the sales process.
Analyze not only customer behavior, but also sales performance, such as new customer growth, policies sold by agent, policies sold by plan, and more. Improve your business decisions and optimize back-office processes.
Keep accurate accounting records by tracking all incoming and outgoing bank transactions and ensure that important records are available during taxation periods.
Get a clear overview of your company’s financial health with easy-to-read charts showing current cash flow figures.
Manage your invoices easily with built-in SMS/email capabilities to remind customers of overdue and pending payments.
Customer Service Portal
Provide your customers with a self-service portal where they can easily access and change policies and personal information, like address, payment details, password, and more.
Customers can retrieve their incomplete offers and continue purchasing through the portal. In addition, they will be able to easily submit a ticket to customer support for any issue.
Customers can also submit a postal request if they want a physical copy of the policy. Your representative can then process the request immediately.
Manage your cold, warm, and hot leads in a systematic process where incoming leads are qualified, analyzed and maintained so that they can be turned into new business opportunities.
Monitor all your incoming leads by configuring the fields “Products”, “Incomplete order status”, “Customer response”, “Follow-up date” and “Lead classifications”. This allows you to develop the right strategies for following up leads.
Keep track of your leads for tracking through the Calendar view, so you can better plan and organize your leads.
Get an overview of all work activities created by your employees or customers. For example tasks, irecord, leads, and customer tickets.
You can also adjust your activity page to the “calendar view” so that all activities of the day itself are displayed in the calendar instead of being listed in the “list view”.
Perform a simple search for the desired activity using a keyword search or other search options by filtering. You can filter based on category, status, assigned person, and duration. You can then easily edit and view the activity details as needed.
Allows you to make and receive phone calls, send and receive text messages, and perform other communication functions so your agents can close opportunities faster.
All outbound calls, SMS, and emails can be made through the policy, business partner, prospect, and incomplete order page. This allows you to get an overview before making new interactions to ensure a superior customer experience.
Reach customers with automatic text notifications, preview dialers, click-to-dial, or callback service during peak hours.
The commission, which is a percentage of the insurance premium paid to an agent or insurance salesman, can be managed with ease. You can access all commissions generated in the system on the Commission Search page and get details such as individual commissions, policies, and more.
Automate your commission scheme by setting the rate based on your requirements. You can also define different types of rules for calculating parameters and aggregate them for commission calculations.
Lastly, view how your commission payment is made, create a report and download it as a CSV file, and use the report to understand your commission scheme even better and more comprehensively.
Automate your quote-to-binding workflow. You can either use it as a stand-alone engine or fully integrate it with the i2go insurance software.
You can create rules and rates tailored to your business needs and requirements. All premiums are calculated based on the combination of rating rules.
The i2go rating engine supports table-based, factor-based, and algorithmic tariffs, all of which can be tied to user-entered or lookup inputs that are linked to external databases and rating engines.
Allows you to seamlessly integrate the i2go core systems into your insurance application via an open API structure. Moreover, the i2go API is structured according to the REST principle.
Get an API that has human-friendly URL endpoints, accepts and returns JSON data, uses standard HTTP status codes and outputs useful error messages.
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