IntelliOasis
An insurance intermediary software with communications at its center!
We are your total outsourcing partner
Insurance business is laborious, we make it effortless. With IntelliOasis we have you covered
with a variety of insurance-specific solutions for quoting and proposals, comparison, client and
policy management, commissions management, compliance management, and lead
management, all backed by an outstanding customer support team.
Working with the most trusted brands in the industry
The IntelliOasis Benefits
Integrated quote comparison management
Our platform offers entirely distinct screens tailored to benefits in order to record general
plan details, rates, coverages, eligibility requirements, and TPA data. In addition to using special custom form management and templates to present plan summaries—including the government-mandated summary of benefits and coverage.
Automate business processes
Simplify tasks for your staff to make them happier. Using IntelliOasis's pre-built
workflows and business process management features, you can automate, modify, and
redistribute the most frequently used workflows to maintain uniformity across all users
and locations. Your team can accomplish more in less time by automating the workflows
they use the most
Commission tracking
Invest less time in accounting and finance with solutions that are tailored to your
requirements. Our integrated accounting systems are designed with the insurance
industry in mind, making reporting simple and your finance and accounting teams more
productive.
Policy management
It's critical to provide customers with the appropriate policy, information, at the right time. With real-time access to policy information at every stage of the policy lifecycle, our platform facilitates back-office administration and enables you to deliver prompt and accurate service.
Lead management
Put an end to switching between various systems. IntelliOasis is the only system you
need to go to view, monitor, track, and forecast new business opportunities and
renewals. The CRM also comes integrated with a learning module to train your POS
teams and can be integrated to customer experience tools from IntelliOasis like ChatBot,
WhatsApp Business etc
Document management
Work in a manner that suits your needs. Documents are managed, arranged, and
secured in accordance with your agency's policies or a specially designed procedure.
Either make deep folder hierarchies or keep things simple. Utilize search, generate
reports, monitor versions and/or history by vendor or customer. It really is that simple.
Insurer connectivity
Bid adieu to paper and welcome to efficiency. Get the newest policy-related documents
and information downloaded straight into your management system with API based
automated information exchange between you and your insurer partners.
Data and analysis
Utilize the data from your current management system to derive insightful graphical
business insights. Utilize these insights to pinpoint areas where employee productivity
can be increased and concentrate on the most lucrative relationships with customers
and insurers.
Compliance and reporting
Building compliance reports takes a lot of time. With the inbuilt reporting module in
IntelliOasis automate IRDA and compliance reports. Changes in the report structure get
auto updated in the system.
Stay connected
WIth IntelliOasis POS App offer remote connectivity to your agents and point of sales
team. The App gives remote access to the CRM so your agents have complete
information of the leads to follow up and communication history with prospects. They can also share quote and comparison links with prospects beside sending renewal
reminders.
Integrated quote comparison management
Our platform offers entirely distinct screens tailored to benefits in order to record general plan details, rates, coverages, eligibility requirements, and TPA data. In addition to using
special custom form management and templates to present plan summaries—including
the government-mandated summary of benefits and coverage.
Automate business processes
Simplify tasks for your staff to make them happier. Using IntelliOasis’s pre-built
workflows and business process management features, you can automate, modify, and
redistribute the most frequently used workflows to maintain uniformity across all users
and locations. Your team can accomplish more in less time by automating the workflows
they use the most.
Explore our recent client success stories and witness our full 360 transformations come to life
Dialogue drives business and we make it possib
As your total outsourcing partner, IntelliOasis brings you a hoard of value added services to
market your products.
Book A Demo
See what IntelliOasis can do for you
Tell us a little about yourself and we'll connect you with a Segment expert who can share more about our products and answer any questions you have.
