Point of Sales Insurance Takaful

Sales • Simplified • Amplified

Streamlining Sales Process Effectively

Point of Sales Insurance Takaful

Sales • Simplified • Amplified

Streamlining Sales Process Effectively

System

Simplifies and automates the sales process, allowing agents to quickly generate quotes, complete applications, and process payments in a streamlined manner.

It provides accurate and real-time access to policy information, helping agents to give prompt and accurate service to their clients.

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How it Works

A sales automation tools that lets you streamlines the process of selling an insurance product.

Presentation

Empowers agents to deliver a professional and comprehensive product presentation to clients before they make a purchase decision.

Customer Fact Find

Enables agents to quickly and accurately identify which products suit the client's needs and preferences.

Sales Illustration

Enables agents to provide customers with a simple and quick quote, saving time and enhancing the overall customer experience.

Proposal

Allows agents to generate and submit proposals to the back-end system for faster approval, streamlining the process.

Steps on the Flows

Follow our 4 easy steps and you can have your item deliver

01

Presentation

Empowers agents to deliver professional product presentations to clients before purchase.

02

Customer Fact Find

Enables agents to quickly match clients with suitable products.

03

Sales Illustration

Enables agents to provide quick quotes, enhancing customer experience.

04

Proposal

Enables agents to generate and submit proposals for streamlined approval.

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