The absence of a Digital Insurance Portal poses critical challenges not only for insurance agencies but for their policyholders and agents as well.
Most insurance firms struggle with challenges of restricted customer access and a heavy reliance on manual processes. On the other hand, customers often face difficulties in managing their policies and limited self-service options, while agents have to deal with minimal access to information, product customization, and customer engagement.
OUR INSURANCE PORTAL FEATURES THAT HELP
Content Targeting
Document and Media Library
Website Forums
Search Application
Responsive Design
Integration Capabilities
Personalization
Data Protection
Workflow Automation
High Availability & Scalability
CMS (Content Management System)
Single Sign-On
Role-based Permissions
Self-Service Capabilities
Customer & Agent Portal
HOW WILL OUR INSURANCE PORTAL SOLUTIONS
Personalized Digital Experience with Self-Service Portal
Policyholders encounter challenges of restricted access, inconvenient self-service, delayed responses, and a lack of personalized services due to absence of insurance self-service portal.
Our insurance customer portal enables businesses to deliver a personalized digital experience to customers by offering convenience, real-time access, self-service functionalities, and tailored services. It also enables policyholders to access real-time information from anywhere, at any time and facilitates transparent communication for their claims status and policy updates.
Agent Portal for empowering Insurance Consutants
Insurance agents and consultants face obstacles like limited customer engagement, inefficient sales processes, and data handling complexities due to the unavailability of a reliable portal.
Our comprehensive Insurance Portal Solution includes an agent portal developed to assist consultants in effectively engaging customers, streamlining sales processes, and simplifying data management. Furthermore, it empowers agents to efficiently close sales leads and enhance overall productivity.
Intranet for streamlining your business processes
Insurance firms struggle with critical challenges of unmet customer expectations, inefficient manual processes, restricted customer access, resource allocation dilemmas, and market trends analysis.
Our insurance portal development service not only streamlines business processes and enhances productivity but also reduces operational costs and makes it easier to maintain regulatory compliance. In an industry driven by technology, it enables businesses to gain competitive advantage over other organizations as well.
our Digital Insurance Portal Solution.
OurPortfolio
ERP setup for Textile Industry
Before using Odoo, Client's team used to manage their day-to-day business processes like managing stocks, processing orders and invoices using traditional spreadsheets. Integration with a custom PHP web application that manages product portfolio.
Key Features
- Configured Sales and Purchase channel for various business scenarios
- Inventory management & Subcontracting
- Report redesign and customization for Sales, Purchases and Invoices
- Incentive/Commission configuration for salespersons
ERP Solution for Linen Manufacturer
One of our clients was looking for an effective solution for their business process like managing pricing options for customers, manual calculation of discount and margin for orders and invoices. Provided solution for requirements by this product.
Key Features
- Make compatible Sales and Purchase with business process and flows
- Inventory Management with proper inventory valuation
- Manage state wise tax calculation & Redesigning of website login page
- Manage discount, margin concept for customer and vendors using pricelist
CRM Solution for Thermal Insulation Provider
One of our clients is looking for a solution to manage digital marketing and advertising, sales management, order processing, and customer engagement on the platform. So we have provided a solution to manage client requirements by this product.
Key Features
- Marketing, CRM, Sales management and Website sale management.
- Content Management: Website, Forum, Blog, Website CRM.
- Product search feature & Order Processing
- Login integration for social sites like: Google+, Facebook, Twitter, LinkedIn
Odoo Migration from v7 to v9
Over a period of time Odoo is evolving and releasing new versions with new features. So one of our clients is looking for a migration. We have provided Odoo migration solutions to multiple clients starting from Odoo v7 to the latest version.
Key Features
- Data Cleaning that can easily track irrelevant information
- Ensure the correctness of data.
- Field Mapping that maps the old data fields to the new data fields
- Integrity check, after the whole data migration process is completed.
ERP Solution for Waste Collection
Client used six different softwares to manage waste collection process which covers integration of weighing machine, waste collection from various centers with respective team, etc. This product increases mobility and accessibility of the system easily.
Key Features
- Weighing machine integration with Odoo to weigh waste collected
- Weigh from different collection points.
- Deploying and supporting end-to-end implementation.
- Mobile application to increase mobility and accessibility of the system
Ecommerce Setup for Engineering Industry
Ecommerce website built with Open ERP, helps to manage product views with interactive UI, blog publishing and manage contact information using third party (Google map) integration with current website.
Key Features
- Easy accessibility of product using list and grid view
- Product filtering based on categories & variants
- Google map integration
- Website blog management
Client Testimonials
Establishing a relationship with Surekha Technologies is the best way to get a headstart on taking care of your development needs. Over the years, we have worked with clients in multiple countries, including & not limited to the USA, Canada, France, Germany, Italy & India. We have the flexibility to adjust to your design and development processes while delivering quality work in a timely manner.
