Virtual Insure
Web based, Integrated, Product Suite for Life & General Insurers
Multi-Product, Multi-Channel Support. Proven & Stable
  Virtual Insure – Integrated Software for Life & General Insurers

Needs analysis and insurance planner with products illustration

Gather prospect’s personal, financial, employment, policy details
Ascertain prospect’s financial goals, personal priorities and concerns
Recommend suitable insurance plans and cover based on the prospect’s profile

Product illustration

Illustrate mode wise premium, period of cover, riders and features for different products
under chosen plan type
Generate quotation and take action
Generate proposal

Sales Force Automation

Creating to-dos’ and appointments
Calendar of appointments and to-dos’
Tracking of appointments
Multi-level authorization of to-dos’ and appointments
Alerts and mails based on authorization

Sales intelligence

Targets v/s actuals
Commissions earned
Performance analysis
Business forecasting
Tracking of quotations, proposals
Measuring cycle time for the all of the above

Agency support

Hierarchy definition and maintenance
Register and maintain agents
Commission, targets, forecast and authorization rules definition and maintenance
Assign incentives and targets across the hierarchy


Register requests for claims, alterations, policy surrender and premium certificate
Register pre-sales, sales and post-sales complaints
Assignment, tracking and status updates of complaints, registrations
Auto mailers, alerts and reminders


Profiling marketing databases from various sources
IVRS & call center interface
Lead distribution to sales force
Campaign planning, Targeting, Result analysis
Facilitate structured selling

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