Request a demo for a perfect solution apt for your business. Take this journey with us to improved growth!

Success

Download Link Sent to Your Inbox

Sales

Empowering organisations to thrive in the ever-changing digital insurance landscape and revolutionise insurance sales by delivering a flawless digital insurance experience.
Sales

How do we add value to your business?

POSP/SP Certification

This module helps the new agents get onboarded after all the validations, assessments and processes.

  • Agents have to register and upload all required documents for further checks. Once this passes through the admin quality check, the agents will further undergo training and an exam to clear the certification. After the agents clear the exam and get a certification, they become eligible to sell policies.

Admin Module

It is a master platform to enable an admin to perform different tasks.

  • Providing access to users, creating and deleting the privileges for different users from different sections of the system. Admin can upload the commission details fragmented as per several products. All POSP/SP documents and onboarding are taken care of by the main user of the admin.

Propensity Module

Serves as a pre-lead filter for marketing campaigns.

  • It is the statistical model which identifies customer cohorts for intent or likelihood for a customer to buy any specific insurance product. This model can be used for marketing campaigns and lead generation. Data will be collected, cleansed, pre-processed and segmented on the basis of filters (demography, geography, spending power and previously acquired product).

Lead Management System

Systematic process of lead qualification, analysing the leads, and lead nurture.

  • Leads are entered from multiple sources into the system and the prospects get converted into the deals. It also helps in streamlining distribution and communication, improving the efficiency and effectiveness of sales.

Analytics Module

Standard dashboarding and MIS for the admins for clear understanding of the team/ branch/ cluster/ zone productivity and efficiency.

  • Portal will provide details like policyholder details, transaction details, premium details, car/bike details, etc. Policy documents will be in pdf format – Proposal form, Policy document, Renewal/fresh, Sales source, incomplete transaction details.

Purchase Module

It comprises the complete sales journey from login to final purchase of the policy for customers.

  • The user is able to generate policy quotes based on the inputs. The module offers several choices to the customer for choosing the best policy as per their requirements.

Browse our articles & resources

Zopper integrates with OEM’s, service partners, and others to deliver the best-in-class consumer experience.

Industry Talk | August 12th, 2023
In today’s evolving landscape of financial security and risk management, young professionals could bring about revolutionary change in the insurance industry. India has a large population of millennials and centennials, and it is important that they view insurance not as an afterthought but as a part of their financial planning. Advancements in technology are opening new opportunities for ins...
Industry Talk | July 19th, 2023
As the IRDAI prepares to unleash these momentous guidelines, the stage is set for a transformative shift in the realm of health insurance for senior citizens. The newfound hope instilled by this standard health insurance product will usher in a future where the elderly can navigate their medical journeys with greater ease, security, and peace of mind.
Industry Talk | June 30th, 2023
As technology continues to revolutionise industries, the insurance sector is no exception. The digital age has brought about a shift in customer expectations and behaviour, forcing insurance companies to re-evaluate their business models and adapt to changing market dynamics. The need for digital transformation has become more urgent than ever, with companies looking to modernise their operatio...

Newsletter

Be the first one to know about latest happenings in the InsurTech sector. Click below to subscribe to our newsletter!