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Unified Distribution Platform

Platform for digitalization of all sales processes

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.

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FEATURES

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.

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Your advantages

  • Empowers users to combine products into bundled packages and upsell scenarios with minimal software development needs
  • Dynamically adapt to new products with minimal software development needs by interpreting new products and generating the necessary data-gathering forms
  • Increase collaboration across entire enterprise
  • Quickly integrate with back office policy administration systems, portals, and other systems through a set of connection adapters
  • Stationary and mobile application allows for easy, simple access
  • Leverage existing assets with the platform’s ability to integrate with several product configurators and engines