Case Studies
Autocare Tracking Insurance
Insurance Sales Agent Learning Tool
Client Relationship Management (CRM)
Insurance Sale Support
Insurance Quotation Tool
Autocare Insurance Sales Portal
A mobile friendly autocare insurance sales portal that helps clients to get a quote and make payment for car insurance.
- Get a quote: Automatically calculate the quotation for the insurance package that the client has selected
- Policy Information: Calculate the insurance premium based on clients' policyholders, driver, vehicle info, and insurance period
- Payment Integration: Integrate with different payment methods such as Momo, Onepay
The quotation management system helps insurance agents create quotations and manage clients online.
- Quotation Creation: Allow agents to create quotations online and track the quotation status
- Client Relationship Management:
- Allow agents to search and view contact from the list to detail
- Allow agents to manage leads and schedule their work
- Document Storage: Allow agents to view and manage internal documents
Insurance sale support application allows client service teams to managetheir activities and client information.
- Client Relationship Management: Allow the client service team to manage leads, client information, and their upcoming events and service requests
- Product Management: Manage product list, support for a product destination
- Client Policy Management: Allow insurance companies to track and change client policy details
- Insurance Activity Tracking: Show the client service team their upcoming activities, task scheduling, and push notifications for client activities
A mobile portal that helps staff to manage all insurance assets on mobile devices andprovide a simple online procedure.
- Client Relationship Management: Allow the client service team to manage leads, client information, and their upcoming events and service requests
- Online Document/ Property Management: Allow staff to control and access their documents, reports, and claims anytime, anywhere
- Online Recruitment: Provide online recruitment procedures from submitting applications to position approval
- Online Sharing: Allow insurance staff to share personal cards, documents, or news with insurance channel or social channels
- Online Document Signing: Allow secure and fast approval or reject an application. Selfie required to determine and proceed
- Claim Management: Allow the insurance company to approve or reject the claim request
An E-learning Management System that helps insurance sales agent clarify the training road map to upgrade their career path. manage and track agents’ learning progress.
- View the training roadmap and get a certification: Sales Agents can see the career path overview and training roadmap to upgrade their level
- View upcoming classes, take exams and assessment : Allow multiple types of training that everyone can access and learn anytime, anywhere
- QR Code for check-in: Allow agents to view and manage internal documents
Autocare Tracking insurance is a mobile/web application that allows insurance companies/collision repair facilities to manage the detailed car repair progress.
- Repair Status Tracking: Allow repair shop/ insurance companies to track their client vehicle status by photo and latest repair status information
- Repair Status Management: Allow insurance companies to automatically generate reports about progress and repair details of client cars
- Client Support: Connect repair shops with their clients to support and update the vehicle status
- Shop Performance Monitoring: Allow the repair shops to manage the repair process and workflow of employee
