Partner Onboarding & Training
Automate partner registration, onboarding, and training with an intuitive portal for seamless adoption and faster ramp-up.
Bancassurance & Partner Portal
Bancassurance & Partner Portal
Streamlined partnership management for insurers and agents, boosting efficiency and expanding insurance sales channels.
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Explore Modules
Empower your sales force and optimize partnerships in one integrated platform.
Partner Engagement Impact
Bancassurance Suite
Optimize partner sales channels
- Streamline partner onboarding and training
- Enable multi-channel collaboration and real-time updates
- Automated commission calculations and payments
- Enhanced sales visibility and performance tracking
Designed for Seamless Partnership
Centralized Partner Relationship Management
Manage your bancassurance and agent partnerships seamlessly, from partner registration and training to real-time sales reporting and commission tracking.
Commission Management
Track commissions automatically, manage tiered commissions, and enable transparency for your partners with integrated commission processing.
Core Modules
All-in-One Partner Portal Features
Empower partners with a centralized platform for managing leads, quotes, policy issuance, commissions, and performance tracking.
Partner Registration & Onboarding
Easy partner registration process with automated onboarding workflows, compliance checks, and product training.
Sales Tracking & Reporting
Monitor real-time sales activity, generate reports, and track performance with integrated dashboards and analytics.
Commission & Payment Management
Automatically calculate commissions, handle tiered payments, and provide a clear breakdown for partners.
Product Catalog & Pricing
Allow partners to view products, generate quotes, and sell with customizable pricing and commission structures.
Integration and deployment
Seamless Integration with Core Systems
Integrate with core policy, billing, and CRM systems for a unified workflow across all operations.
Integration Options
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API-first integration for policy systems, partner portals, and CRM tools.
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Billing system integration for automatic commission payouts and reporting.
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Real-time data synchronization across all platforms for partners.
Deployment & Security
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Cloud or on-premise deployment options based on your infrastructure needs.
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Advanced security features including data encryption and multi-factor authentication.
Implementation approach
Structured Rollout, Measurable Outcomes
A practical rollout focused on standardizing processes, improving turnaround time, and strengthening governance. Your team validates quickly with realistic sample data, workflows, and portfolio dashboards.
Before go live
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Process mapping and gap analysis aligned to your operating model.
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Configuration of workflows, approvals, templates, and master data.
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Data migration and integration planning with phased execution.
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SIT and UAT with business users and controlled sign offs.
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Training and go live readiness checklist across teams and branches.
After go live
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Active support and stabilization.
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Continuous improvements and change requests management.
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Reporting enhancements and portfolio analytics expansion.
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Security review, audit support, and performance tuning.
Start managing your bancassurance partnerships without upfront payment. Validate with real workflows and data before full-scale deployment.