Old Vanquero
VANQUERO AT THE FOREFRONT OF DIGITAL INSURANCE AND AGENCY SERVICING
Vanquero introduces a game-changer to the insurance industry. By combining digital technology, connectivity and mobile, insurance companies and agencies can now tap into the power of information at their fingertips and detailed analysis.
Full-featured Frontline Insurance Intermediary Servicing
Self-servicing on Key Activities Delivered Beyond Normal Working Hours
Modularised for Easy Implementation to Complement Existing Services
Flexibile Workflow Process Layer for Easy Channel and Process Management
MAIN MODULES & SUB-COMPONENTS
- Sales Management
- Customer Relationship Management Module
- Lead Assignment & Management
- Client Profile & Portfolio Management
- Policy Enquiry
- Case Creation
- Needs Analysis
- Scheduling & Calendars
- Activity Management & Assignments
- Sales Dashboard & Reports
- Campaign Management
- Product Library & Downloads
- Company Profile Presentation
- Product Comparison
- Financial Calculators
- Quotation, e-Submission & e-Policy
- Quotation & Multi-quote Comparison
- Product Engine
- Full e-Submission or Data Capture with Manual Submission
- Stand Alone or Integrated Underwriting Engine
- Multi-level and Simplified Underwriting
- Application Tracking & Notifications
- Sales Compliance Checklist and 3rd Party Checking
- Secured Document Generation & Storage
- Data Encryption and Device Management on Mobile Devices
- e-Signature Capture
- e-Policy Repository
- Case Reassignement and Delegation
- Supervisor Permission
- Agent & Partner Servicing
- Secured Access Management and Portal Framework
- Dashboard Feature with Reporting Tool
- Access to Defined Documents (Statements, Reports, Policy Documents, Forms, etc.)
- Online Requests & Self-servicing
- e-Learning Module
- Servicing Agent View
- Supervisor View
- Online Surveys
AGENCY SERVICING
CUSTOMER SELF-SERVICE
AGENCY SERVICING
- Secure Access Management And Portal Framework
- Access To Documents
- Statements
- Reports
- Policy Documents
- Forms, Etc.
- Customized Dashboard View Of Info
- E-Learning
- Online Surveys
- Servicing Agent View
- Supervisor View
- Online Request And Self-Servicing
- Capability To Integrate With Core Insurance System Or Warehouse For Rich Data Views And Reporting
- Overview Of A Number Of Cases In Approval, Pending Or Rejected
- Essential Claim Related Features To Assist Client In Needs
CUSTOMER SELF-SERVICE
- Policy Management
- Administrative, Eg. Renewals, Policy Updates
- Personal Profile
- Policy Details
- Investment Monitoring
- Documents
- Claims Management
- Intimation
- Settlement
- Tracking
- Customer Engagement
- Notifications
- SMS And EMail
- Future Sales
- Add-On Riders
- Consumer Behaviour Analytics
- Loan Management