Agilis Insurance Portal is a unique tool that enables customers, agents and employees to conduct their data to day business on the internet. Use of the portal brings down the call volumes to the call center significantly which will pay for itself within 2 years. To increase the effectiveness the query part of the portal can be taken to mobile handset.

Customers:

• View policies and all the related data including premium due dates and asset value (for unit linked policies)
• Request for new quotation and  track their status them on-line
• Contribution history
• Online future premium redirection
• Online change of address and contact details
• Alerts for premium, policy lapse and cheque bounce

Agents:

• Customer tracking, dashboard view of all the customer policies and proposals
• Online change of address and contact details
• Customer-wise alerts for premium due, policy lapse and cheque bounce
• Issue of STP policies on-line

Virtual office for employees:

• Single sign on for the employees
• Easy integration with existing web-base application
• E-mail integration
• KPI tracking dashboard for different levels within each department
• MIS reports for various departments
• Manual policy underwriting
• Single view of all the agent-related information

Agilis Insurance Portal integrates with all major insurance products (like Life Asia, Group Asia, InsureConnect etc.) to provide a unified view of the business. Senior management has an advantage of viewing business on the portal as it is happening (and not post facto after collation of reports from all these systems) with all the key business parameters being  displayed as a unified dashboard.
 
All the above features and functionalities are enhanced by the higher customer satisfaction level which in its turn contributes to customer’s loyalty and, on top of that, help generating more business.

The technical architecture is based on IBM Portal Server and MQ.