Insurance distribution brings many institutions together. We help translate their different responsibilities into connected technology.
Explore your institutionDifferent institutions. Shared customer journeys.
Connect customer relationships and insurance distribution with existing banking channels.
Support bancassurance teams with customer information, referrals, suitability and applications. Connect digital and assisted channels around a shared customer journey.
Support owned digital channels and coordinated partner distribution.
Coordinate product, pricing and application information across your own channel and authorised partners. Explore a branded i2M marketplace for direct digital distribution.
Connect participating institutions through agreed data and operational interfaces.
Support agreed underwriting and portfolio information exchanges between providers and distributors. Define interfaces and responsibilities around the participating parties.
Bring customer needs, provider choice and application workflows together.
Keep customer relationships, opportunities and available provider options connected. Give teams a clearer path from enquiry to application and ongoing service.
Help teams manage leads, customer conversations and next steps.
Bring lead allocation, referrals and follow-up into the sales journey. Support conversations with needs analysis and clear application requirements.