Insurance distribution is changing. With the pressure of budget cuts, technological innovations and regulations, the traditional roles of agent, broker, and wholesaler are at a crossroads. In the increasingly digitalized world, you need the agility to scale your operations to match market demands, delivering consistent products and services the most efficient manner possible.
The Unified Distribution platform is a simple way to bring your back office to the front end. A common platform for marketing, product management, and field operations, Unified Distribution supports the entire proposal process, from data collection and validation to product availability and configuration, to rating and proposal generation. By combining different modules to fit your specific business needs, we help distribute your products with more flexibility and efficiency than your competitors.
Single source of truth
Define your product components at the granular level in order to combine and package marketable offers and upselling scenarios. Since all data elements are reusable rather than cloned, accuracy and consistency are achieved.
Lifecycle digitalization
The platform seamlessly supports the entire lifecycle of an insurance policy, including needs analysis, quoting, new business and endorsements, as well as cancellations, reinstatements, and claims management.
Multi-channel approach
Agents, distribution partners, service centers, and customer self-service via Internet are all supported in a single system, ensuring consistency across your organization. With the ability to co-brand and white label, you can customize the way products are sold for every channel and every device.
Customer-centric
With the platform’s powerful pro-active sales features, agents, brokers, bank clerks and telemarketing operators can engage in conversations focused on customer needs, making the process of selling insurance faster, simpler, and more relevant.