Ecomoney Agent App powered by Artivatic allows to provide seamless process for customer login, lead management, policy login, customer profiling, need analysis, quote generation and onboarding, all in real-time.
- Customer /Policy Lead Management
- Quote Generation for All Insurance Products (Life Insurance, Health Insurance and General Insurance)
- Advisor Passbook for commission & payments
- Customer connect & policy selling
- Customer /Policy Need Analysis
- Meetings, Calendar, Invite and more
- Automated customer On-boarding & policy buying
- IRDA Training /Content/Videos
- Marketing Communication & Sales [SMS, Whatsapp, FB, Email etc.]
Digital tool for better customer experience, policy buying, selling and increase insurance distribution.
Connect Anywhere, Anytime. 24X7 Insurance for POSP/Agent/Advisor.