PAAS.AMS.CRM. Insurance digital platform for independent agents

[JoshE]

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In the PAAS admin of the system need to build every foundation from the ground and/or send us a list of providers you work with and we will add to your data some of our partners and our customization as reference... As a business/platform owner, the platform allows multiple customizations to provide enough flexibility to have distinct and unique white label sites.

1.
You begin by adding or modifying INSURANCE categories. We work with lots of Carriers so there are a lot of categories on this example but your white label might vary substantially from this.

2.

Add Carrier you work with.....


AFTER adding carrier you need to add the individual product you want to sell from that carrier in your white label environment/platform.

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[JoshE]

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Everything in the PaaS is customizable including benefits of a particular carrier, the quote questions you want to ask for a particular carrier/particular product, and the price rater/ rules for the product.

3.

BENEFITS:

You will need training but once you understand the logic it is like nothing on the market. The admin can build the benefit, quote questions, time-frame, how you want (so think like google forms, salesforce, wix, & shopify had a mixture).

Options are endless and customization will vary depending on your needs.

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[JoshE]

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4.

Quote questions like benefits are manageable by the admin of the platform meaning that the questions of product or categories can be complex or as simple as you need to complete the app on the insurance carrier platform or via paper accord forms.

While the system allows for API communication with other insurance carriers' platforms, I've had only very few successful experiences regarding being able to communicate via API with carriers' agent platforms as many carriers do not manage their own IT.

5.

Product Showcase.... Once the questions you established are answered products are shown to customers.

NO PRICES ... (if you want to provide a price before purchase strategy)

W/ PRICES require you to build the price rater rules to provide an estimate to the customer.
Ideally, you would want the insurance carrier to manage prices NOT you the agent (Read my API comment above for reasoning why this is not the case)... The platform has a build-in reverse-engineered method to be able to build as close to price estimation as possible to many insurance carriers or price rater on the marker... In a worst-case scenario if prices are off in your white label by 10-15% from true cost in the carrier platform you can adjust the quote (by sending the quote back to the customer for approval) before processing payment.


Or you can create price ranges to give a pricing estimate depending on the options they choose in benefit options.

Carriers that use the platform for their independent agent channel will be able to add all actuary rules inside the build-in price rater and provide API access to independent agents that would want to run prices on their website.

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[JoshE]

Hey... Just curious to know if anyone is interested in getting together in a video conference call to demo the System/AMS. The Goal is to coordinate to do a video conference call demo next week. (Date range= 4.19.2022-4.23.2022)

Demo shouldn't take longer than 15-20 minutes so other independent agents could see SaaS in action.

Send me a PM to coordinate a date and time for the zoom/video conference call meeting.

 

[Agora]

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Everything in the PaaS is customizable including benefits of a particular carrier, the quote questions you want to ask for a particular carrier/particular product, and the price rater/ rules for the product.

3.

BENEFITS:

You will need training but once you understand the logic it is like nothing on the market. The admin can build the benefit, quote questions, time-frame, how you want (so think like google forms, salesforce, wix, & shopify had a mixture).

Options are endless and customization will vary depending on your needs.

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I am interested in your software. Not sure how to PM you.

 

[goillini52]

I am interested in your software. Not sure how to PM you.

To the right of his username is an envelope. Click it.

 

[JoshE]

To the right of his username is an envelope. Click it.

Appreciate the help @goillini52

Anyone that is interested in getting a look behind the curtain of the App/ Framework/ Software as a Service

Use this link below to setup a quick video meeting /demo of the technology.
https://calendly.com/saas-suites