The Core
Interconnectivity & Integrations
Connect with multiple insurer systems via API for seamless data exchange. Bi-directional integrations that bring all operations under a single pane of glass.
Migration & Data Importing
Easily import and consolidate data from multiple sources with intelligent mapping and validation, reducing manual effort and ensuring accuracy. Bring legacy and fragmented data into a single, unified environment to enable smarter workflows from day one.
Document & Task Management
✓ Comprehensive Document Management
Control permissions, archiving, live previews, easy document ingestion.
✓ Process & Task Management
Handle all business aspects with simple & powerful Process Management Renewals, New Business, Claims.
✓ Activity Tracking
Record and monitor all activities for compliance and efficiency Emails, File Notes, Phone Calls.
Powerful Client & Partner Management
✓ Comprehensive CRM
Manage the entire lifecycle of the Customer.
✓ Partner / Insurer / AR Management
Handle all entity types, storing context specific information, including Tasks / Documents / Activities.
✓ Comprehensive Communication
Email, SMS and Call all contacts.
Workflow Automation
Fully Integrated into Tasks & Other Platform areas.
✓ Bring Together All ITC Areas Into Powerful Automations
Workflows access ITC elements based on automatic triggers, or manual enrolments.
✓ Out-of-the-Box Process Automations
Pre-Made workflows for common Insurance Tasks.
✓ Document Generation & Sharing
Automatically create and distribute documents based on templates.
✓ Communication Automation
Send timely notifications via email / SMS based on workflow stages.
✓ Automated Integrations with Third-Party Systems
Connect and Integrate within ITC and External Systems alike.
Processes on Autopilot
Informed Commission Consent
Automation for the entire Commission Consent Management Process.
✓ Automatically identify policies needing consent
✓ Send personalised consent forms with one click
✓ Track status in real-time dashboard
✓ Receive alerts for pending and completed consents
✓ Ensure no renewal deadline is missed
✓ Focus on client relationships, not paperwork
Business Hub
✓ Shared Business Resources
Share Templates & Forms.
✓ Staff / Branch / AR Directory
Give all users a view of the entire organisation.
✓ Company Events
Plan and publish an Events Calendar.
✓ Published Updates
Push group updates from a central source.
Client Portal
✓ Authenticated Access
Secure client login to view documents and update details.
✓ Self-Service Forms & Document Access
Process renewals, amendments, claims, and refunds.
✓ Integration with Other Modules
Powerful when combined with Web Quote & Bind and Workflow Automation.
Analytics & Advanced Reporting
✓ Management Dashboard
Customisable visual representations of key metrics
✓ Team Management
Track performance and workload distribution
✓ AR / Branch Management
Track specific measures at all levels of the insurance ecosystem
✓ Business & Insurer Insights
Overview of financials and insurer premium breakdowns
Web Quote & Bind
✓ Public-Facing Quote Engine
Allow prospects to obtain tailored quotes within seconds
✓ Multi-Insurer Rate Integration
Connect to rates/rate cards from various insurers
✓ Automation Intelligence
Trigger workflows, including automatic binding, invoicing, & communications
Insurance Risk Marketplace
Detailed Overview of the Insurance Risk Landscape, empowering Brokers with the information required to service their clients.
✓ Automatic Quote Generation *
Where connected, Quotes can be automatically brought into ITC.
✓ Broker & Client Portal – Form & Data Ingestion
Collect required information direct from the Insured.
✓ Guided Risk Matching *
Based on stored & collected data.
* Future features as built out with insurer partners
