Click Capital
Cloud-based policy management platform for insurance brokers, MGAs, and insurers on Salesforce
Overview
InsureVue is a 100% native Salesforce insurance policy management platform that enables brokers, managing general agencies (MGAs), and insurance companies to digitally run their business. The platform provides submission intake, underwriting and rating, binding and issuance, accounting and reporting, audit, contract management, and claims capabilities.
The solution offers automated self-service digital channels for insureds to buy and renew policies online, with the platform running on Salesforce cloud infrastructure. InsureVue streamlines processes and creates a real-time 360° view of operations for MGAs and delivers digital channels for insurance company program business through brokers.
Key Features
- + Submission intake and automated underwriting workflow
- + Rating engine and policy binding and issuance
- + Accounting, reporting, and audit management
- + Contract management and claims handling
- + Online self-service portal for insureds to buy policies in 60 seconds
- + Real-time 360° business view on native Salesforce platform