The Insurance Aggregator and Offers Management Software is a powerful, end-to-end digital platform designed to help insurance aggregators, brokers, and financial websites centralize, compare, and manage insurance products and promotional offers from multiple providers.
It enables seamless integration with insurance carriers, dynamic quote comparison, and intelligent offer management — all within a single, customizable interface optimized for customer conversion and regulatory compliance.
Key Features &Capabilities
Policy Management: Create, track, and renew policies seamlessly across multiple carriers.
Client CRM: Manage client profiles, communication history, and policy data in one secure place.
Quoting & Comparison: Generate accurate quotes instantly and compare rates from multiple insurers.
Commission Tracking: Automatically calculate and reconcile broker commissions and overrides.
Document Management: Store, share, and sign policy documents digitally.
Reporting & Analytics: Get real-time insights into sales, renewals, and performance metrics.
Compliance & Security: Stay compliant with regulatory standards through secure data handling.
Product & Policy Management
Integration of multiple insurance products from different carriers
Policy data normalization (mapping insurer specific terms to unified data structures)
Coverage details,terms, and exclusions
Dynamic premium calculation based on parameters (age, vehicle type, etc.)
Quote Engine
Core engine of the aggregator
Gathers real-timequotes from multiple insurers through APIs
Standardizes and displays comparison results
Displays covers comparison results
Offers Follow-up
Enables tracking and management of insurance offers throughout their lifecycle.
Displays the current status of each offer to facilitate timely and appropriate actions.
Maintains a complete history of status changes for monitoring and analysis.
Generates follow-up reports to support workflow tracking and performance evaluation.
Enhances visibility and coordination between internal teams and insurance companies.
Analytics & Insights
Real-time analytics dashboard tracking leads, clicks, and conversions.
Performance reports by insurer, product type, and offer category.
Exportable analytics for compliance and partner reporting.
Generates follow-up reports to support workflow tracking and performance evaluation.
Enhances visibility and coordination between internal teams and insurance companies.
