Features

What Insure Platform can do

Core Workflow

Get Multiple Quotes

Get multiple insurance quotes from different insurance companies. Insure platform provides the ability to integrate to multiple insurance companies even with email.

Document Management

Store, organise, and retrieve every policy, certificate, and client document in one central system. Everything is securely stored, easily searchable, and always accessible when you need it.

Claims

A claims dashboard to empower insurance professionals to efficiently manage their clients, claims, mitigate risks, make data-driven decisions, ensure compliance and deliver superior service.

Capture Assets Once

Allow your clients to capture and store their assets digitally on a multi-platform (App and Web) on their own time. There is no requirement to fill in paperwork or request policy schedules.

VIN Lookup

Key benefits of integrating the VIN lookup function into insurance processes includes detailed vehicle information and specifications as well as vehicle evaluations.

Risk & Compliance

Accurate Data

Eliminates human error as the data is captured and maintained by the client. Quotes requested from the insurance system is directly sent from the system and can take any form, from email to direct integration depending on the requirement.

Compliance

Ensures POPIA compliance through digital workflows. Client data deletion requests are handled automatically. Every action between the platform and the client is fully auditable.

Secure

Your data is saved and encrypted on a secure POPIA complaint server. The communication between the server and client is done with end-to-end encryption. The data is ring-fenced and can only be accessed by your instance of Insure Platform.

Ring Fenced

Each brokerage operates within its own secure, isolated environment within the platform. Your client information, policies, and documents are never visible to other insurance businesses.

Platform Capabilities

AI Broker Assistant

An intelligent assistant embedded in the platform that helps insurance professionals with routine tasks. Dave can retrieve policy information, answer client questions, draft documents, and automate follow-ups.

Software as a Service

Insure Platform takes care of all the infrastructure requirements. The platform is hosted on a serverless cloud platform with all the necessary industry standards. We also take care of the backup and disaster recovery.

Center Image

White Label

Your brand is a reflection of your customer service, and your clients identify with the brand. Insure Platform provides your client the ability to interact with the software branded with the company they trust.

Mobile App

The mobile app gives insurance professionals full access to quotes, policies, documents, and client information from their phone. Upload documents, track claims, and stay connected to your business wherever you are.

Join successful insurance professionals already using Insure Platform.

See why they made the switch and how our features solve the problems you face every day.