Agiliux Solution for Insurance Agencies

Agiliux Agency Solution excels in managing customer relationships for insurance agencies in regulated environments. The Sales Management system seamlessly integrates lead tracking, prospect management, quote generation, and streamlined tracking of invoicing with secure payment processing. Tailored for insurance intermediaries, this cloud software ensures efficient end-to-end broker management, enhancing overall operational effectiveness in the insurance industry.

Agiliux Agency Solution offers a robust Customer Service portal tailored for insurance agencies. It facilitates seamless service requests initiation and tracking, ensures round-the-clock helpdesk support, and streamlines renewal management. Users can access statements, receive timely alerts, and notifications for policy-related matters, enhancing overall customer experience and operational efficiency within the insurance agency ecosystem.

Agiliux Agency Solution’s Customer Self-Service portal empowers insurance agencies by providing customers with direct access to essential services. Clients can efficiently register queries, download policies securely, and initiate claims or endorsements with real-time tracking and status updates. The portal also facilitates seamless online renewals, enhancing customer satisfaction and streamlining insurance agency operations for optimal efficiency.

Agiliux Agency Solution integrates with popular accounting software like QuickBooks, Tally, and Xero, providing transparent and up-to-date financial insights. This feature ensures a clear understanding of business finances and facilitates efficient reporting for insurance intermediaries, optimising their operations.