InsurXchange Gi - Sales first insurance system
InsurXchange Gi - Sales first insurance system

InsurXchange Gi

A sales centric General Insurance administration system, built to handle both legacy & new business from multiple delivery channels. Providing a self-service environment for brokers, cover holders, MGAs and Underwriters.

 

Tailored to Your Business

Powered by our Microsoft Dynamics Insurance Solution and ready for a custom layer of portals built to match your business needs.

Not being 100% off the shelf means its built to your unique needs, therefore your business isn’t limited by a predefined specification.

Tailored to Your Business

Powered by our Microsoft Dynamics Insurance Solution and ready for a custom layer of portals built to match your business needs.

Not being 100% off the shelf means its built to your unique needs, therefore your business isn’t limited by a predefined specification.

“We took on the Lucid UX insurance system and its now returning approx. 2,000 quote requests per day to the big 3 comparison sites, tripled our GWP and slashed operating costs by 75% within 12 months!”

White Label & Responsive

Create white label portals for each of your brands, products or agents.

Feature Overview

Product Development

  • Add unlimited products in family groups with multiple underwriters, commission structures as well as varying premium and risk calculations
  • Cover multiple currencies and jurisdictions
  • Drag and drop interface to create product specific question sets and validation for the sales portals
  • Intuitive email, letter and documents template manager with dynamic policy content
  • Place products within unlimited binders
  • Drag and drop dynamic policy documentation and email editor

Sales

  • Take on new business through multiple channels such as white label bespoke branded portals, APIs or bordereau import Built-in CRM for Quote / Lead management
  • Take payments by card, instalments or invoice
  • Validate quote requests against industry datasets such as flood, crime, sanctions, PEPs or credit history including data which is unique to your business
  • Automated cross-selling of your products

Policy Admin

  • Automated life-cycle events including new business, adjustments, claims, cancellations and renewals
  • Automated life-cycle events including new business, adjustments, claims, cancellations and renewals
  • White label policyholder self-service portals
  • Easily customise reports and dashboards to suit individual user need
  • Customise and create unique Automated Robotic tasks to deal with any policy or policyholder action or event, including SMS alerts
  • Import legacy data and books
  • Custom ledger and chart of accounts connect to common accounts solutions such as Sage, Quickbooks, Xero, Sun and more
  • Export bordereau data via spreadsheets to email or direct API transmission to your underwriter
  • Lloyds Reporting

Claims Handling

  • Claims administration with AI powered
  • Claims administration with AI poweredfraud prevention
  • AI Sentiment checking on claims statements
  • GPS location extraction from claims imagery
  • Weather matched data to claim time and place to detect fraudulent patterns

Data Analytics

  • Analyse your insurance book’s successes & failures
  • Produce claims ratio reports to discover where your book is losing money
  • Understand your policyholders and what demographics are buying your product
  • Reveal and take action of the cross-sell opportunities already within your book
  • Increased analytical power from the addition or InsurXchange / Analyse

Support & Security

  • Always up to date, based on the powerful Microsoft Dynamics platform for ultimate security, stability and disaster recovery
  • Always up to date, based on the powerful Microsoft Dynamics platform for ultimate security, stability and disaster recovery
  • UK support and training team
  • Industry standard backup & disaster recovery solutions

Want to learn more?