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insured.io



SaaS Customer Engagement Products

The insured.io engagement platform is a cloud-based, SaaS solution for customer engagement. Using a daily data load or real-time APIs, we give your company the edge to communicate with your clients on a modern platform via our robust IVR, Portal, and mobile applications.

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PORTAL
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MOBILE APP
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DIRECT-TO-CONSUMER
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insured.io apps

24/7 IVR

Our 24/7 IVR system is best-in-class. Quickly configurable to how you want to do business, our agentless IVR allows customers to listen to detailed policy information and make payments over the phone. Our IVR can easily slide in to your phone tree and cut customer service payment calls down by a significant margin. Our IVR can provide information in multiple languages, and you can choose from dozens of voices. Workflow changes are a breeze and can be done with little to no impact to your customers.

Customer Portal

A full-featured Customer Portal for viewing policy information, downloading documents, retrieving ID cards, and making payments. Electronic document & automatic payment enrollment is available, and a time-saving Quick Pay feature for customers that prefer not to sign up for a full account! The customer portal features multiple, off the shelf themes and will work with any line of business. Multiple user registrations per policy and tracking through renewal terms are built in as well.

insured.io Mobile App

Your company will be automatically included in our insured.io app upon a successful integration. Your customers can download the app from the App Store or Google Play, enter their invitation code, and gain access to their policy info, Mobile ID cards, and make payments! Gain a mobile foothold quickly and easily with insured.io!

Launching soon!
Messaging

A robust messaging suite is included with insured.io in order for you to communicate with your customers. Send phone calls, text messages, and emails to let your insureds know that their policy has cancelled, their bill is due, or anything else that you can think of. Be proactive rather than reactive when you communicate, and save money on postage and CSR call-outs with an automated solution from insured.io!

Producer Portal

Producer portal to mananage policies, view documents, and make payments. Retention tools built in to allow your producers the ability to engage with customers before they cancel. Tailored around our powerful core to suit your business, we can present as much or as little to your producers as your business dictates. Viewing E&O, commission reports, notes, and notifications are all examples of the features that we can add to your platform.

Admin / CSR Portal

CSR portal to view policy information, make payments, and get in and out of service calls quickly. Streamlined billing views to help customer service agents answer questions and move on to the next call. Like the Producer portal, it is tailored around our platform to suit your business needs. We want to figure out where your customer service pain points are, and design solutions with you to reduce those problems.

 
Reporting & Analytics

A full-featured reporting and analytics portal for viewing detailed information on transactions made through the IVR or any of the portals. It features full transcripts of all IVR calls, as well as aggregate payment dashboards, charts, and reporting.

 

All App Features

Easy Integration

We integrate with your system via a daily policy files or real-time API. Payment information is delivered to you in a similar fashion.

Secure Account Lookup

Let your insureds lookup their policy by their policy number and zip code. For the IVR, we also offer automatic phone number recognition.

Status Inquiry

Customers get policy status and information from any of the insured.io apps. Save valuable CSR time by letting the customer self service.

Payments

No need to change payment processors to use any of our apps. We are integrated with many processors already, and will integrate with yours during setup.

Reminders

We also offer outbound IVR and text message reminders. Take the extra step in customer service, show your policyholders you care by engaing with them.

Enterprise Solution

insured.io is a cloud based, SaaS solution, hosted on Enterprise-Level, scaleable architecture with 99.9% uptime and cross-country redundancy.

ADDITIONAL Quote / BIND / PRINT PRODUCTS

Direct-To-Consumer

Direct-To-consumer New Business and Endorsement interfaces can be added to insured.io. Workflows are built to your product specifications, including underwriting guidelines and "block early, block often" hard stops. Integrates with your existing policy management system (or systems) for rating, binding, and document generation. Our platform not only gives you the ultimate control over the business coming in the door, but gives you a foothold in the biggest distribution network on the planet, the internet.

Producer Quoting

Producer New Business and Endorsement interfaces can be added to the Producer Portal, making it a one-stop-shop for your producers. Workflows are built to your product specifications, including underwriting rules and "block early, block often" hard stops. Integrates with your existing policy management system (or systems) for rating, binding, and document generation. Our platform gives you the ultimate control over the business you get.

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