Process your Quotes, Policies, Medical Screening and Reporting on our QuoteSum platform.

Insurance is ever-changing, and there is less and less time for growing the business. Enter our Insurance Software as a Service (SaaS) platform, a system for insurance-businesses looking to streamline their operations and enhance customer experience.

What is Insurance SaaS?

Our Insurance SaaS platform is a cloud-based solution designed specifically for the insurance industry. It allows brokers to access powerful tools and features online without needing any installations or large upfront costs. Everything you need to manage policies, claims, and customer relationships, all in one place - just upload your logo and images, your brand, and concentrate on your business rather than technology.

Simplified Operations

Managing an insurance brokerage can feel chaotic at times, which is why centralised data management with QuoteSum allows you to easily track client information, policies, and screenings. Our platform not only saves time but it also reduces the chances of errors.

Enhanced Customer Experience

In today’s fast-paced world, customers expect quick responses and a personalised service. QuoteSum allows brokers to meet these expectations. With features like automated emails and easy access to data, brokers can respond swiftly and effectively. Imagine being able to quickly pull up a client’s policy or medical-screening and answer their questions, even change details, in seconds.

Cost-Effective

QuoteSum can significantly lower overhead costs. There’s no need for expensive hardware or constant software updates. QuoteSum operates on a subscription model, making budgeting easier.

User-Friendly Interface

Complicated admin pages can drive anyone crazy. QuoteSum has intuitive design that allows easy navigation - spend more time building relationships and less time figuring out software.

Robust Reporting and Analytics

Understanding your business’ performance is crucial. QuoteSum allows you to view the performance in realtime. A formal bordereau can be downloaded at any time. For diving deeper into customer data full-data can be downloaded and plugged into popular reporting services.