IntelliOasis
Bringing the power of 50+ insurance software solutions in one platform!
We are your total outsourcing partner
Insurance business is laborious, we make it effortless. With IntelliOasis we have you covered with a variety of insurance technology solutions for quoting and proposals, comparison, client and policy management, commissions management, compliance management, and lead management - all backed by an outstanding customer support team.
Working with the most trusted brands in the industry
Smart, Sturdy and Super Easy
That’s IntelliOasis Insurance Solutions for you
The IntelliOasis Benefits
Integrated quote comparison management
Our Insurtech solutions platform offers entirely distinct screens tailored to benefits in order to record general plan details, rates, coverages, eligibility requirements, and TPA data. In addition to using special custom form management and templates to present plan summaries - including the government-mandated summary of benefits and coverage.
Automate business processes
Simplify tasks for your staff to make them happier. Using IntelliOasis's pre-built workflows and business process management features, you can automate, modify, and redistribute most frequently used workflows to maintain uniformity across all users and locations. Your team can accomplish more in less time by automating the workflows they use the most.
Commission tracking
Invest less time in accounting and finance with an insurance management software that is tailored to your requirements. Our integrated accounting systems are designed with the insurance industry in mind, making reporting simple and your finance and accounting teams more productive.
Policy management
It's critical to provide customers with the appropriate policy, information, at the right time. With real-time access to policy information at every stage of the policy lifecycle, our Insurtech software solutions facilitate back-office administration and enable you to deliver prompt and accurate service.
Lead management
Put an end to switching between various systems. IntelliOasis is the only set of insurance technology solutions you need to view, monitor, track, and forecast new business opportunities and renewals. The CRM also comes integrated with a learning module to train your POS teams and can be integrated to customer experience tools from IntelliOasis like ChatBot, WhatsApp Business etc.
Document management
Work in a manner that suits your needs. Documents are managed, arranged, and secured in accordance with your agency's policies or a specially designed procedure. Either make deep folder hierarchies or keep things simple. Utilize search, generate reports, monitor versions and/or history by vendor or customer. It really is that simple.
Insurer connectivity
Bid adieu to paper and welcome to efficiency. Get the newest policy-related documents and information downloaded straight into your management system with the power of API based automation in insurance that simplifies exchange between you and your insurer partners.
Data and analysis
Utilize the data from your current management system to derive insightful graphical business insights. Utilize these insights to pinpoint areas where employee productivity can be increased and concentrate on the most lucrative relationships with customers and insurers.
Compliance and reporting
Building compliance reports takes a lot of time. With the inbuilt reporting module in IntelliOasis insurance CRM software, automate IRDA and compliance reports. Changes in the report structure get auto updated in the system.
Stay connected
WIth IntelliOasis POS App offer remote connectivity to your agents and point of sales team. The App gives remote access to the CRM so your agents have complete information of the leads to follow up and communication history with prospects. They can also share quote and comparison links with prospects beside sending renewal reminders.
Integrated quote comparison management
Our platform offers entirely distinct screens tailored to benefits in order to record general plan details, rates, coverages, eligibility requirements, and TPA data. In addition to using
special custom form management and templates to present plan summaries—including
the government-mandated summary of benefits and coverage.
Automate business processes
Simplify tasks for your staff to make them happier. Using IntelliOasis’s pre-built
workflows and business process management features, you can automate, modify, and
redistribute the most frequently used workflows to maintain uniformity across all users
and locations. Your team can accomplish more in less time by automating the workflows
they use the most.
Explore our recent client success stories and witness our full 360 transformations come to life
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Dialogue drives business and we make it possible
As your total outsourcing partner, IntelliOasis Insurtech solutions brings you a hoard of value added services to market your products.
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See what IntelliOasis can do for you
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