Welcome to QuoteSum
An insurance platform in the cloud
Your customer journey is covered
Our user-friendly system empowers customers to conveniently purchase insurance policies using their mobile devices or computer. Whether they’re on the go or relaxing at home, our platform ensures a seamless experience for policy selection, customisation, and secure transactions. For example:
-
Your customer will get auto-generated and personalised policy documents.
-
Your customer can view and print their own documents.
-
You customers can quickly find their address via a postcode-lookup.
Your policy administration is covered
Our user-friendly admin portal empowers your administrators to conveniently create, edit, and track quotes for customers. Whether it’s a new policy or a renewal, our intuitive interface ensures a smooth process. For example:
-
Admin users can organise and edit the product catalog quickly and easily
-
An admin user can find a quote, policy or screening instantly in realtime
-
An admin user can add customer promotions in realtime, and update quotes instantly
Don’t need a customer website? You can also use our API for insurance processing with your own website.
If you have your own front-end developers you can use our API to create quotes, policies, and medical screenings.
Let's Connect!
Ready to use our customisable insurance platform? Drop us a message and let's make magic happen together. Your journey to seamless insurance processing starts here!