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Institutions use Finantix technology to enhance customer digital capability and improve collaboration between Agent and customer. The Finantix multi-channel solution supports advisory and transactions across Insurers and Banks. Finantix mobile and desktop solutions support the full Insurance distribution life cycle including prospecting, KYC, needs analysis, quotation, proposal, application and monitoring. Finantix has deep coverage of Life and Health insurances plus wider experience across general insurances. They are recognised by the leading industry analysts as an innovator and have won some of the most prestigious technology innovation awards like Finovate.
Multi-channel Insurance Distribution Platform
The Finantix multi-channel insurance distribution platform covers the end-to-end advisory and distribution processes. Agents can use the platform to profile customers, find and compare solutions, quote and then transact a product. It also can be used by clients for self-profiling as well as policy monitoring. The platform operates across browser channels as well as all common mobile operating systems. It works offline on a mobile device so there are no connectivity risks. Finantix thinks carefully about how digital tools can make the distribution process more engaging and efficient. The platform can be hosted or run onsite and can handle multi-country complexities.