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
