E-commerce & Self-Service
The Insureflow E-Commerce platform enables insurance businesses to trade and service clients online seamlessly, intelligently and securely – 24/7.
From digitising proposal forms to delivering full end-to-end e-commerce experiences. Tap into new revenue streams, expand your distribution, and improve customer experiences through Insureflow B2C functionality.
Harness the power of digital trading & online client servicing
Quote & Buy
Deliver a fully branded, exceptional online quote & buy experience for your clients.
Intelligent workflows change product questions and routes based on answers and other variables.
Real-time pricing enables intelligent, instant rating and decision making within the quote journey.
Automatic, intelligent referrals from quote & buy to internal and external underwriters.
Provide clients with access to policy documents and information, MTAs, renewals, messaging and more.
Professional, fully-branded documents generated directly to your customers.
Enable customers to carry out mid-term adjustments and renewals simply and quickly online.
Process payments online securely by card, direct debit or invoice.
Chat with Clients
Chat to clients online through in-built messaging and live chat functions.
Branding & Distribution
Integrate with external data sources to validate, enhance and improve the data being entered by users. Make automated decisions based on 3rd party information.
Fully branded for single or multiple distributors, Insureflow E-Commerce is designed to look and feel like both your, and your schemes brands.
Advanced integrations into CRM systems, payment platforms, sanctions checking, credit scoring, business lookups and more.
Insureflow is a leader in delivering intelligent, branded, optimised insurance e-commerce solutions. Our team have been deploying e-commerce since 2002.
Deploy your products on great looking, secure, highly-performant, optimised technology – with Insureflow and Microsoft Azure.
Risk Management & Processing
The E-commerce solution is automatically integrated in real-time with Insureflow back-office. Alternatively, Insureflow can send e-commerce risks to other insurance platforms and CRM systems for onward processing.
The E-commerce platform integrates directly into the Insureflow back-office risk management system for ongoing policy management, renewals, adjustments and reporting.
Insureflow back-office is automatically available and integrated for any clients deploying B2C/B2B E-Commerce systems, at no additional cost.
Alternatively, quotes and policies created on the E-Commerce platform can be sent to most third party insurance systems for onward processing.
Enable customers to service their own risks, by deploying the online MTA and Renewals capability allowing customers to manage their policies online.
Enable customers to manage policies themselves, from accessing documents to carrying out fully automated MTAs and Renewals.
Deploy a secure, professional client area for customers to log in and manage their account and risks. Suitable for single or multi-risks.
Enable customers to request MTAs online. Enable automated MTA process online, or submit for manual review.
Manage renewals online, from requesting updated information for manual review, through to full automated renewal processing.
Provide customers with their insurance documentation online for 24/7 access.