iPlatform SMA

iPlatform SMA

iPlatform Sales Marketing and Advice (SMA) system is aimed at facilitation of insurance quotes, uploads and binding within the call centre; and dealer related sales space where speed and efficiency are a non-negotiable.

The platform is entirely impartial, and offers top insurers on its panel to the end user. The process is quick and efficient, making it possible to quote, sell, upload and bind in one simple step.

  • Product Features
  • Request a Demo

Product Features

iPlatform SMA is a cloud based, cost effective solution that can be implemented swiftly. The following features are included in the system functionality:
  • Multi-quote with at least 14 products returning quotations
  • Insurer integration to allow for home, motor, buildings and other motor related products
  • Lead management functionality with performance measurement tools
  • Quote to bind functionality in one process, with integration of the finalised policy into the Cardinal360
  • Quote comparisons between products, for a side by side feature comparison of products
  • Ability to generate various efficiency and sales reports – for both insurers or product providers; and call centres

Request a Demo

To request a demo or to find out more about this product, please contact us on 076 752 3849 or complete the form below.