SWAP

SWAP (Insurance Aggregator and Brokers)

SWAP is a web aggregator platform to sell direct insurance product online. Through this we offer end to end business and technology solutions.

• Our newest product “SWAP” is for web aggregators.
• End to End – Complete Online Journey – From Quote to form filling – Payment – Policy Issuance
• A single unified view of your customers, including managing activities and opportunities – lead management to conversion and thereafter to retention
• Full support for all type of Direct Insurance Products i.e. Motor, Health, Travel, Home, Term Life, Unit Linked, Moneyback, Guaranteed Products etc
• API Integration end to end - provides premium calculator, product comparison, buy insurance policy by paying online
• Fully customizable based on customers requirement
• Can be fully integrated with CRM, Call Centre Diallers, Portfolio Management System, SMS, Email, Login and Self Service etc.
• Assist the customer in terms of Ecommerce Website Development, UX–UI Interface, Content Development for website and products.
• Improves Operational, Management Information and Audit Trail processes
• Integration with Mobile Apps – IOS / Android
• Integration with Mobile Apps – IOS / Android
• Some of our key clients : Way2Wealth, eKMD, Angel Broking, Choice India, Alankit, ColourFunds, Disha, Leads etc.
• Fully customizable based on customers demand.
• Products and insurer based on customer contract only.
• Currently being developed for way2wealth, reliance, leads insurance and New Quest.
• Backend full connectivity with SAIBA for CRM, leads and business management.