Policy & benefit details, distribution channels & workflow in one beautifully crafted industry app
DRIVE OMNI CHANNEL SALES AND MARKETING
PractiFI Insurance is the centrepiece of all of your sales and marketing activity across group, retail and direct channels.
Understand your group clients more deeply and manage complex sales cycles with ease.
PractiFI Insurance’s relationships model handles the all the complexity of your retail sales client base.
Simultaneously engage with financial advisers, brokers, practices and licensees. Understand the myriad relationships between your intermediaries, partners and clients. Grow your pipeline and manage rich, strategic relationships that pay off for years to come.
Segment clients and opportunities by channel partner. Plug in best-of-breed marketing automation tools to run omni channel direct marketing campaigns. Track campaign results around single customer records.
CONNECT DISTRIBUTION, PRODUCT, PRICING, UNDERWRITING & CLAIMS
No industry suffers more from disconnected systems than insurance.
Sales teams are stuck in Outlook or half-baked CRMs that just don’t understand the insurance industry. Let alone your business.
Underwriting, product and claims are specialist functions requiring rich tools, but all too often those tools create isolated silos of customer information.
Direct marketing sometimes have the luxury of best-of-breed apps, but they’re almost never connected.
That makes it impossible to engage with any one customer in a meaningful way across all your business divisions.
PractiFI Insurance is the platform to connect distribution, product, pricing, underwriting and claims around an integrated client record. It’s the communication collaboration hub that spans every function.
MANAGE COMPLEX POLICIES AND BENEFIT STRUCTURES
Historically, insurers have been stuck with a vexed choice for policy administration.
Stay with complex, isolated legacy systems that contain years of product and policy history. Or take the plunge on a huge migration project to a contemporary policy administration system.
PractiFI Insurance offers a third way.
With rich APIs and a wealth of integration appliances available, it makes connecting your legacy policy systems easier than ever before.
But PractiFI Insurance also has built-in policies and benefits that are hugely configurable to handle even complex insurance products. Once configured, products are easily marketed and sold via channel partners, intermediaries and direct to market.
Connect your policy administration, use PractiFI Insurance’s policies and benefits, or do both. The choice is yours.