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Client Management
A powerful customer service feature. Gain a 360 view of all client engagements across policies, claims, group business, and products.
- All client’s engagements across each of the activated service channels are recorded against the relevant person or policy in the case of multiple policies.
- The Client Management module gives an overall 360 view of each policy holder and./or interested party.
- Allows single click navigation to access details of a policy, accounts and claims details of the client. Also, with a single click get all email IDs and phone number of every person associated with the policy and just click it to email or make a call
See just some of the features offered by Xealth
Policy Management
Manage full policy lifecycle of transactions – Risk Rating, Validate, Issue & Policy Changes.
Billing and Insurance Accounting
A full-fledged double entry accounting system to manage all policy and claims related financial transactions while also allowing for integration with 3rd party accounting systems..
Claims Management
Verify Policy cover status in real time. Manage reserves, loss payments & expenses at a claims feature level.
Client Management
A powerful customer service feature. Gain a 360 view of all client engagements across policies claims, group business, and products.
Disbursement Structures
Manage the disbursement of all fees included in each product premium across intermediary commissions, binder fees, re-insurance premiums, policy fees and VAPs.
Robotic Process Automation
Automate all the mundane processes within your organization with RPA. Configure your bot to emulate and integrate the actions of a human interacting within digital systems to execute a business process.
Business Analytics
Analyze your key business performance indicators through standard and customizable BI Dashboards
Policy Holder self-service portal
Policyholders can verify their cover, print policy docs, review claim status, review accounts & make payments.
Security & Compliance
Robust built-in security. Data in Transit is encrypted. OAuth/Single sign-on.
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Policy holder engagements per day
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Claims Processed
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Happy policy holders