Quote and Buy Platform

Quote Engine

The Quote Engine allows new products to be built, tested and deployed using 'drag & drop' editors.

  • Create insurance products
  • Interface to add questions for customers
  • Create ratings matrix to calculate premiums based on answers given
  • Add referral conditions
  • Add documentation

The Wu Wo team can have you up and running with the InsuranceZones solution within weeks. Sit back, enjoy a cup of tea and let Wu Wo take away the hassle - it really is that simple!

Sales Desk

The Sales Desk allows your sales team to advise and sell products to customers.

  • Products may be sold by broker staff
  • Full-cycle policy processing for all sales
  • Get quotes
  • Purchase new policies
  • Adjustments, referrals and renewals fully handled
  • Cancellations
  • Documents delivered by email
  • Full reporting

Storefront

The Storefront allows customers to view, purchase and manage policies online.

  • Products to be bought online
  • Get quotes and purchase policies
  • Make adjustments or renewals
  • Documentation is delivered automatically by email
  • Styled and integrated with your website

Sales Platform Build Process

Our team of experts would work with you through the following steps in order to set up the sales platform: