Client Direct

With Client Direct your clients can access their information securely online anytime they wish. Client Direct gives your clients greater control over their information and faster more convenient access to your insurance services.

With InSoft Client Direct your clients can:

• Manage their quotes, policies, claims and accounts online
• Access their information in real time
• Request and accept quotes online (available with InSoft – Quote Direct)
• Receive renewal notices and payment reminders via email
• View, print, and distribute historical information

Benefits for your business

• Receive real time information from your clients
• Reduce enquiries and clients support requirements
• Create new online sales channels
• Capture data direct from clients with no double handling

Benefits for your clients

• Faster, more convenient access to insurance services
• Reduced need to place support requests
• Access their account information worldwide and at any time

InSoft Client Direct – making it easier for you to deliver more!

Broker Direct

InSoft Broker Direct is a fully integrated and internet ready online broker portal. As part of the InSoft Online solutions range, Broker Direct allows you to create an online “touchless” communication and business channel between your organisation and your broker network.

With Broker Direct your brokers can access their client information securely online anytime they wish. Broker Direct gives your brokers greater control over their client information with faster and more convenient access to your insurance services.

With InSoft Broker Direct, your brokers can:

• Manage their client's quotes, policies, claims and accounts online
• Access client information in real time
• Request and accept quotes online
• Receive renewal notices and payment reminders
• View, print, and distribute historical client information
Benefits for your business
• Receive real time information from your brokers
• Reduce enquiries and brokers support requirements
• Create new online sales channels
• Capture data direct from brokers with no double handling
Benefits for your brokers
• Improved service offering
• Faster, more convenient access to insurance services
• Reduced need to place support requests
• Access client account information worldwide and at any time
InSoft Broker Direct – your online solution for offsite business.

Quote Direct

InSoft Quote Direct enables you to create and release new insurance products quickly and easily.

InSoft Quote Direct seamlessly integrates with InSoft Core Insurance and other InSoft applications to create a complete insurance management solution.

Also available by itself as a standalone quoting application InSoft Quote Direct, can be used with your current infrastructure with captured data being passed via a variety of methods to your existing back office management system.

InSoft Quote Direct can be deployed within your website design. In fact each product can have an individual template or brand depending your marketing strategy.

Benefits for your business

• Create and release new products quickly using the simple product Wizard
• Create auto rated and non-auto rated products
• Reduce double handling of data
• Customise, edit and update products in moments

Benefits for your clients and brokers

• Improved online service offerings
• Real-time access to policy, claim, account information(when integrated with InSoft Client Direct, and InSoft Broker Direct).
• All products to be individually branded for either marketing on creating products on behalf of your broker network.

InSoft Quote Direct - your online insurance quoting solution.