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Agiliux Retail™

End-to-End Solution for Brokers, Insurance Agencies, Insurers, Banks and Insuretechs.

Agiliux Retail

An All-in-One Multifaceted Solution

Versatile and Scalable Cloud Insurance Software and One Stop Solution for Consolidating Multiple Retail Distribution Channels for Efficient Management in a Single System.

Agiliux Retail, the specialised cloud insurance solution for insurance intermediaries, offers a centralised portal for comprehensive operational oversight across retail distribution channels. Seamlessly integrate with multiple insurers and non-insurance partners, facilitating customised products and holistic policy management. Empower agents and brokers with flexible access to assigned products and commissions. Enhance user experience with an insurance industry specific customer service portal providing self-service facility too.

Direct to Customer

Engage with your customers directly through a website or mobile application.

Website or Mobile App

Launch your website or mobile app with Agiliux Retail cloud software, enabling customers to purchase insurance independently. Tailored for insurers, bankers, and brokers, it streamlines policy sales across various channels. Adapt to customer demands seamlessly and enhance operational efficiency by effortlessly navigating multiple distribution channels. Transform your insurance operations with Agiliux Retail.

Real-time Quotes

Your customers can get immediate quotes for any insurance product through the website or mobile app, allowing seamless comparison with industry offerings for optimal coverage tracking at every stage. All the system needs is some basic details to determine precise premium amounts, leveraging integration with insurance companies and streamlined options comparison.

Online Payment

Allow customers to make secure payments through online payment gateway with Agiliux Retail software. Agiliux Retail integrates payments in multiple currencies, tax rates, languages and regulatory framework of different countries streamlining and enhancing user experience and ensuring convenience and security.

Agents / Brokers Management

Maximise efficiency with Agiliux Retail, serving as a comprehensive solution for Insurance Agents/Brokers. Experience a holistic review of agency operations and utilise it as your all-in-one Broker Management System either through their website or mobile POS.

Manage Products & Commission

Use Agiliux Retail as a centralised platform for lead management, managing insurance products, and reviewing earned commissions. Channelise Agiliux Retail to enhance Agent/Broker capabilities and flexible access to have seamless customer interactions through centralised customer service portals addressing multiple retail distribution channels.

Get Customized Sales Reports

Access detailed sales reports, agents reports and commission reports through Agiliux Retail, providing consolidated and segmented insights on total sales, renewals, premiums, claims, commissions earned, etc. Leverage Agiliux Retail, our centralised broking platform, and enjoy the benefits of efficient management and comprehensive reporting for informed decision-making.

Agents / Brokers Portal or Mobile App

Empower your brokers/agents with a centralised portal for efficient insurance sales, lead management, and commission reporting.

Agents / Brokers Portal or Mobile App

Empower your brokers/agents with a centralised portal for efficient insurance sales, lead management, and commission reporting.

Agents / Brokers Management

Maximise efficiency with Agiliux Retail, serving as a comprehensive solution for Insurance Agents/Brokers. Experience a holistic review of agency operations and utilise it as your all-in-one Broker Management System either through their website or mobile POS.

Manage Products & Commission

Use Agiliux Retail as a centralised platform for lead management, managing insurance products, and reviewing earned commissions. Channelise Agiliux Retail to enhance Agent/Broker capabilities and flexible access to have seamless customer interactions through centralised customer service portals addressing multiple retail distribution channels.

Get Customized Sales Reports

Access detailed sales reports, agents reports and commission reports through Agiliux Retail, providing consolidated and segmented insights on total sales, renewals, premiums, claims, commissions earned, etc. Leverage Agiliux Retail, our centralised broking platform, and enjoy the benefits of efficient management and comprehensive reporting for informed decision-making.

Sell via Partners (Embeded Insurance)

Maximise sale through working with non-insurance partners, by embedding your products, inside their webportal or mobile app, using Agiliux API’s, to offer real-time quotes and hassel free operations.

Agiliux Retail customised sales report
Partner / Insurtech Management

Stay ahead in the evolving insurance industry by collaborating with embedded insurance or Insurtech partners. Utilise Agiliux Retail to focus on core business and leverage its reach to boost sales. Benefit from a centralised portal for end-to-end operations (sales, billing, claims) and customer service for timely addressing of queries through a common platform.

Real-time Quotes

Agiliux Retail offers seamlessly integrated APIs from insurance companies. Experience access to real-time policy quotations, instant premium pricing, and on-the-fly policy document issuance upon receiving any request raised at Client/Parter end. Streamline Policy management enhancing sales through embedded insurance partners and get centralised policy issuance for multiple retail distribution channels. Enjoy the privilege to stay directly in touch with customers for acknowledgment and customer service.

SDK's, Sample scripts, API documentation

Unlock unparalleled customisation with Agiliux Retail’s SDKs, Sample Scripts, and API Documentation. Empowering insurtech’s by providing the tools needed for seamless integration, enabling the swift development of tailored solutions. This feature enhances flexibility, efficiency, and customisation within our cloud software, offering a dynamic and user-friendly experience.

Manage Products & Commission

Agiliux Retail provides a centralised cloud software for managing operations like product management and commission reviews. Enhancing customer experience through downloadable policy brochures, real-time sales assistance and secure online payments, Agiliux Retail helps in strengthening Agent and Broker capabilities, ensuring seamless customer interactions for a comprehensive insurance experience through our cloud software.

Get Customized Sales Reports

Harness the power of Agiliux Retail cloud software to gain both bird’s eye and granular reporting of sales and commissions. Utilise our centralised broking platform for efficient management and extensive reporting, empowering informed decision-making in the dynamic landscape of insurance brokerage.

Customer Self-Service

Centralised Customer Service Portal Offering Self-Service Facility for queries related to any Retail Distribution Channel

Any Changes in customer contact details? Facilitate your customers by providing them a window to update them right away through the Customer Self-Service Portal anytime and from anywhere.

Increase customer engagement through the Customer Self-Service Portal which allows your customers to get the policy details instantly and review them on the go!

Enable your customers to download the Policy Document directly from the dashboard and keep them safe in their records.

Remove any time lag as customers can get timely notifications from the system for policy renewals. Our Customer Self-service Portal facilitates instant policy renewal and endorsement application empowering your customers to take charge of their policy.

Enhance client communication with Agiliux Retail, a comprehensive tool to generate detailed customer statements, ensuring transparent and clear communication. Streamline interactions, fostering trust and satisfaction among clients and elevate customer service through cloud software, designed to optimise and consolidate operations of multiple retail distribution channels.
Channelise the reach of the Customer Self-Service Portal by facilitating customers to initiate any policy claim instantly and get timely updates
Enable policyholders to get more assistance on any policy related issues through ORI offering Intelligent Chatbots leveraging the power of AI

Policyholders facing any issues that need personalised assistance? Our centralised Customer Self-Service platform helps them get in touch with expert executives for real-time help through our Integrated Helpdesk (Via email, telephone or WhatsApp).

Update Contact details

Any Changes in customer contact details? Facilitate your customers by providing them a window to update them right away through the Customer Self-Service Portal anytime and from anywhere.

Check Policy details

Increase customer engagement through the Customer Self-Service Portal which allows your customers to get the policy details instantly and review them on the go!

Download Policy documents

Enable your customers to download the Policy Document directly from the dashboard and keep them safe in their records.

Apply for Renewals & Endorsements

Remove any time lag as customers can get timely notifications from the system for policy renewals. Our Customer Self-service Portal facilitates instant policy renewal and endorsement application empowering your customers to take charge of their policy.

Customer Statements

Enhance client communication with Agiliux Retail, a comprehensive tool to generate detailed customer statements, ensuring transparent and clear communication. Streamline interactions, fostering trust and satisfaction among clients and elevate customer service through cloud software, designed to optimise and consolidate operations of multiple retail distribution channels.

Claim Initiation & Status update

Channelise the reach of the Customer Self-Service Portal by facilitating customers to initiate any policy claim instantly and get timely updates

Intelligent Chatbot

Enable policyholders to get more assistance on any policy related issues through ORI offering Intelligent Chatbots leveraging the power of AI

Integrated with Helpdesk

Policyholders facing any issues that need personalised assistance? Our centralised Customer Self-Service platform helps them get in touch with expert executives for real-time help through our Integrated Helpdesk (Via email, telephone or WhatsApp)

Product Management

Agiliux Retail’s back-end system streamlines product management for insurance intermediaries. With a user-friendly interface, updates to websites or apps are a breeze. Easily create and update coverage, FAQs, videos, and more. Maintain flexible pricing using fixed plans or API integration with insurer backends. The system enables quick certificate creation for new products, ensuring efficiency and agility.

Channel Management

Get access to comprehensive channel management capabilities, allowing insurers to efficiently configure and manage portals for direct-to-consumer (D2C) or agent distribution channels. Users can customise portal settings, assign products, and configure payment gateways seamlessly. Additionally, create partners and grant access to product data via APIs for embedded insurance solutions, ensuring flexibility and scalability in distribution strategies.

Agent Management

Empower insurers with robust agent management features. Insurer admins can efficiently maintain agencies, agents, and roles, ensuring seamless control over user access and permissions. Comprehensive reviews of agencies’ data, policies, claims, customers, and sales data enhance oversight and decision-making. The user management system allows precise assignment of roles, permissions, and agency access, providing a tailored and efficient approach to agent management.

Policy Management

Agiliux Retail’s back-end system offers robust policy management capabilities for insurance intermediaries. Easily access and manage customer policies, including policyholder information and coverage details. Upload and store policy documents for future reference, and track endorsements seamlessly from request to updated policy documents. The system also automates policy renewal reminders via email or SMS, ensuring timely renewals and enhanced customer satisfaction.

Claims Management

Agiliux Retail’s back-end system streamlines claims management for insurance intermediaries. The system ensures a hassle-free claim submission process, guiding users through document requirements. Users can collect and upload necessary documents on behalf of policyholders for efficient claim processing. Track claim status effortlessly, providing updates and necessary information until final settlement, enhancing overall claims transparency and efficiency.

Back-Office System

Discover agility and control of your entire insurance operations through our efficient Back-Office Systems

Back-Office System

Discover agility and control of your entire insurance operations through our efficient Back-Office Systems

Product Management

Agiliux Retail’s back-end system streamlines product management for insurance intermediaries. With a user-friendly interface, updates to websites or apps are a breeze. Easily create and update coverage, FAQs, videos, and more. Maintain flexible pricing using fixed plans or API integration with insurer backends. The system enables quick certificate creation for new products, ensuring efficiency and agility.

Channel Management

Get access to comprehensive channel management capabilities, allowing insurers to efficiently configure and manage portals for direct-to-consumer (D2C) or agent distribution channels. Users can customise portal settings, assign products, and configure payment gateways seamlessly. Additionally, create partners and grant access to product data via APIs for embedded insurance solutions, ensuring flexibility and scalability in distribution strategies.

Agent Management

Empower insurers with robust agent management features. Insurer admins can efficiently maintain agencies, agents, and roles, ensuring seamless control over user access and permissions. Comprehensive reviews of agencies’ data, policies, claims, customers, and sales data enhance oversight and decision-making. The user management system allows precise assignment of roles, permissions, and agency access, providing a tailored and efficient approach to agent management.

Policy Management

Agiliux Retail’s back-end system offers robust policy management capabilities for insurance intermediaries. Easily access and manage customer policies, including policyholder information and coverage details. Upload and store policy documents for future reference, and track endorsements seamlessly from request to updated policy documents. The system also automates policy renewal reminders via email or SMS, ensuring timely renewals and enhanced customer satisfaction.

Claims Management

Agiliux Retail’s back-end system streamlines claims management for insurance intermediaries. The system ensures a hassle-free claim submission process, guiding users through document requirements. Users can collect and upload necessary documents on behalf of policyholders for efficient claim processing. Track claim status effortlessly, providing updates and necessary information until final settlement, enhancing overall claims transparency and efficiency.

Integration with Insurer API’s

Effortlessly integrate insurer APIs with Agiliux for streamlined operations and enhanced communication or through InsureMo partnership for optimal efficiency.

Native integration

Seamlessly connect with APIs from one or multiple insurance companies using Agiliux through the streamlined interface of InsureMo or our native connectivity solution. Enabling insurance brokers to effortlessly access and integrate data, ensuring efficient communication and enhancing overall operational effectiveness.

Working with InsureMO

Agiliux Retail’s partnership with InsureMO facilitates seamless backend integration for insurance intermediaries. InsureMO’s open API platform enables rapid innovation and connectivity across insurers, brokers, agents, and insurtech startups. It expedites digitisation of insurance applications and ecosystems, empowering distributors to connect products swiftly. Together, Agiliux and InsureMO accelerate go-to-market strategies, ensuring efficient operations and faster market penetration in the insurance industry