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The small business insurance quoting process is vital to running a successful commercial insurance organization. You want to make the process as fast, easy, and friction-free as possible, for your agents, brokers, and end customers. The Intelledox Infiniti platform allows you to build smart, interactive applications that can easily automate your small business insurance quotes to maximize customer satisfaction and retention.
Traditionally, small business commercial insurance quotes are completed using PDF forms which are submitted to an insurer’s back office system to generate a quote and policy. Unfortunately, this has several disadvantages:
The Intelledox Infiniti platform solves this issue by allowing commercial insurers to build smart forms and apps that adapt to the end user’s unique requirements, providing a seamless, easy-to-use, quick, and accurate quoting experience. Our platform provides an intuitive, interactive, digital experience that works across all channels and devices.
Insurers can easily build tailored quoting applications for any product or policy line they wish. You can gather details from the applicant and populate questions such as:
As your applicant or a broker or agent updates these questions, our platform automatically creates further questions and guidance to gather the right information to provide accurate underwriting, risk management, and pricing.
The Intelledox Infiniti platform allows you to pre-populate data from your back-office systems or from other internal or external sources. For example, if you’re providing cover against weather damage to a commercial facility, you can query historic and predicted weather information and apply that to your underwriting applications. This makes risk management and premium calculations much faster and easier.
You can use tailored questions to guide an applicant for the type of insurance products they need and provide guidance and information throughout the quoting process. As the applicant answers specific questions, your smart quoting application can ask additional questions to get further details for more accurate underwriting and pricing. It can also prompt the applicant with additional insurance products, providing good cross-selling and upselling opportunities.
Applicants can also choose to alter various aspects of their coverage, for example, the amount of a deductible, policy limits, or coinsurance amounts, and Intelledox Infiniti will adjust premiums an underwriting to match.
You may want to validate certain data provided by the applicant. You can validate individual fields, or create complex validation that takes into account multiple entries and ensures the information has been provided correctly.
As the agent, broker, or customer completes the application, all of the relevant details are written back to your systems and databases. This means you can start administering the policy immediately.
Intelledox Infiniti is deeply integrated with the DocuSign service. It dynamically creates quotes, policies, and other documents then produce a PDF that can easily be reviewed and formally signed by the applicant.
Intelledox Infiniti is great for applicants and brokers because:
Watch our video below to understand how Intelledox Infiniti can help you.
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