AI automation delivers dramatic improvements across key insurance performance metrics, with processing times reduced significantly and accuracy increased by over 30pp.
A central repository for leads, retails and corporate accounts, contact persons, communication logs.
Auto‑creates opportunities for upcoming renewals. Log and track all leads, assign sales owners, update status and follow‑ups—ensuring a clean handover to Ops.
Ops can quickly generate accurate, multi‑product quotes with sum insured, covers, and branding—ready to share in minutes.
Upload insurer documents and let Vantage extract & fill details. Cut manual input and onboarding time.
Capture key details fast, save as drafts, and let AI complete later for accelerated planning.
Match statements and partner payouts automatically, flag mismatches, and ensure financial accuracy.
Track renewals, lost deals, and ops follow‑ups to reduce delays and win more deals.
Instantly generate brokerage invoices with GST and insurer breakup.
Monitor commissions per policy across lines and teams.
Auto-generate validated payout files for internal teams and POSPs.
Stay updated on due, paid, and overdue invoices in real‑time.
Upload broker share allocations per policy in seconds using Excel templates.
Manage employees and POSPs, their accesses, and reporting hierarchies with our role‑based information system.
Detailed dashboards on pipeline, performance, top partners, insurer TAT and renewal rates.
Drill into comprehensive data with dynamic filters across insurers, employees, product lines and branches for informed decision making.
Generate formatted reports for quarterly, half‑yearly and annual submissions across policy and claims.
Book a personalized demo to explore how Vantage can streamline operations and accelerate growth.
Book a Demo
