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!
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
- Documents delivered by email
- Full reporting
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: