Your Insurance Marketplace Online. Fast Quotes. Smart Decisions.
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
Multi-Insurer Integration. Connects with multiple insurance providers.
Quoting & Comparison: Generate accurate quotes instantly and compare rates from multiple insurers.
Task Automation. Automated reminders for follow-ups, renewals, and pending offers.
Workflow automation for quote-to-contract lifecycle.
Policy Management: Create, track, and renew policies seamlessly.
Client CRM: Manage client profiles, communication history, and policy data in one secure place.
Commission Tracking: Automatically calculate and reconcile broker commissions and overrides.
Document Management: Store and share policy documents digitally.
Reporting & Analytics: Get real-time insights into sales, renewals, and performance metrics.
Plans & Products Management
Insurance plans and products management is the process of organizing, configuring, and maintaining insurance offerings within a brokerage or aggregator platform. It covers the creation of product catalogs, customization of coverage options and premiums.
Key Features
Integration of multiple insurance products from different insurance companies.
Categorization by product type, insurer, coverage level, and pricing.
Easy updates for new products, premium changes, or regulatory adjustments.
Flexible setup of coverage options, riders, and add-ons.
Dynamic premium calculation based on parameters (age, vehicle type, etc.)
Quotes Engine
The quote engine in an insurance aggregator is a system that instantly compares insurance offers from multiple insurance companies and plans, providing customers with real-time, side‑by‑side quotes based on their personal details.
Key Features
Single Data Entry: Customers or agents enter personal and risk information (e.g., age, vehicle, home details) once.
Multi‑Plans Comparison: The engine connects to multiple insurers’ rating systems and retrieves quotes simultaneously.
Real‑Time Results: Within seconds, users see premiums, coverage options, and terms from different providers.
Side‑by‑Side Display: Quotes are shown in a clear, comparable format, helping users evaluate price and coverage easily.
Policy Binding: After selecting a quote, the system redirects to the insurer’s portal to finalize and issue the policy.
Offers Follow-up
Offers follow‑up is the process of tracking, reminding, and engaging clients after a proposal or quote has been sent. It ensures brokers maintain timely communication, monitor client responses, and send automated or manual reminders to increase conversion rates. The goal is to keep offers active, reduce missed opportunities, and strengthen client relationships.
Key Features
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
Analytics and statistics provide insights into performance and trends by collecting, measuring, and interpreting data. In an insurance platform, they help brokers track sales, client behavior, product performance, and conversion rates, turning raw numbers into actionable strategies for growth and efficiency.
Key Features
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.
