Products

End-to-end Employee Benefits administration for GPA, GMC, GTL and Flexi programs — from policy setup and enrollment to endorsements, claims and self-service, with TPA integration throughout.

• Policy setup, plan & demography management with maker-checker review
• TPA integration for E-cards, COI issuance and welcome mailers
• Monthly enrollment, data validation and discrepancy handling
• Endorsement RPA — bots validate data, check CD balance and process changes
• Claims analytics and health analytics dashboards
• CRM-based query management with ticket assignment and closure tracking
• WhatsApp self-service: policy details, E-cards, dependents, claims status, hospital network
• Omni-channel servicing across WhatsApp, SMS and Email

A complete RFQ-to-placement workflow for commercial lines, with API-based quotes, intelligent comparison and integrated payments.

• RFQ → QCR → Placement workflow with maker-checker controls
• API-based quote sourcing from insurers
• Customer profiling via CIBIL / KARZA integration
• Comparison across 23+ products with gap analysis
• AI-assisted cover gap identification
• Premium calculator and QRR consolidated reporting
• Payment gateway integration
• Income booking integration

The system of record for a broking operation — new business, endorsements, renewals, receipting and reporting with enterprise-grade security.

• New business, endorsement & cancellation processing
• Policy renewal management and bulk upload
• Product setup and brokerage configuration
• Receipting & reconciliation
• Partner onboarding and document management
• IRDAI & business reports, dashboards, data lake with Power BI
• Security: MFA, Active Directory, SSO and full audit trail
• Claim registration, surveyor appointment and payment processing

End-to-end claim lifecycle management across Property, Marine, Engineering, Miscellaneous and Aviation lines, with role-based access and deep analytics.

• Complete claim workflow from intimation to settlement
• Document management with follow-up & query resolution
• Customer and surveyor interfaces
• Bulk and legacy claim upload
• Quality-control review and claim reopen workflows
• Learnings module for institutional knowledge
• MIS: ageing, branch, LOB and major-claims reports
• Dashboards by LOB, month, branch and TAT

Specialised reinsurance operations — from pre-placement inquiry through placement, premium scheduling, claims and overseas remittance, with audit and IRDAI-ready reporting.

• Inquiry / pre-placement and placement workflows
• Class & subclass mapping with layer-wise risk allocation
• Multi-currency support and digital document repository
• Automated premium scheduling, debit/credit notes and SOA generation
• Installment tracking and overseas remittance workflow
• Reinsurance claims: intimation → final loss → settlement with auto allocation
• Tax documentation handling (PE, TRC, 10F) and compliance certificates
• Finance & claim dashboards, audit and IRDAI-ready MIS

Regulatory compliance for BFSI entities, automated end to end — every RBI circular, filing, certification and actionable tracked to closure with a complete audit trail.

• RBI circulars, communications and actionables tracked, stored and disseminated to stakeholders
• Auto-reminders and configurable escalation matrix for pending actionables
• Filings workflow: monthly submissions and returns at entity level, with year-wise repository
• Multi-level compliance certification: Functional SPOC → Function Head → CXO
• Compliance / non-compliance captured at functional and entity level with dashboards
• Regulator emails and adhoc data requests routed by role, with communication logs
• Historical certifications and submissions stored for audit readiness
• Masters for roles, fields and configuration changes

Focused solutions for specialised insurance products, plus customer portals, CRM & query management, and BI with CXO dashboards.