at Financial Technnology Year
Please contact them if you have any questions.
iDAS (Insurance Distribution Automation Solution) from Hexaware Technologies
Mobile-enabled suite for agent onboarding, lead management, commissions, activity tracking, dashboards, real-time performance monitoring, document management, and digital communication tailored for insurance sales networks.
More about Hexaware Technologies
Product analysis by function
Mobile Sales Enablement Tools for Distribution and Agency Management
Applications and hardware that empower field agents to quote, bind, and issue policies remotely using tablets, smartphones, or specialized mobile devices.
More Mobile Sales Enablement Tools
More Distribution and Agency Management ...
User Experience & Accessibility
(4 Yes /4 Known /11 Possible features)
|
Multi-device support Supports smartphones, tablets, and possibly specialized hardware. |
Described as 'mobile-enabled' and suited for field sales, indicating support for smartphones and likely tablets. | |
|
Offline functionality Ability to access and use core features without an active internet connection. |
No information available | |
|
Multilingual interface Provides an interface in multiple languages to support diverse agent populations. |
No information available | |
|
Configurable dashboards Allows users to customize their landing dashboards for relevant insights. |
Feature list mentions customizable dashboards. | |
|
Accessibility to visually/hearing impaired Incorporates features for users with disabilities (screen reader compatibility, adjustable fonts, etc.). |
No information available | |
|
Real-time interface responsiveness Measures how quickly the user interface updates based on user input. |
No information available | |
|
Push notifications Provides timely alerts and reminders for quotes, renewals, and tasks. |
Described as enabling real-time notifications and agent communication. | |
|
Guided onboarding Step-by-step guidance for new users to become proficient quickly. |
No information available | |
|
Role-based UI customization Adjusts visible features and workflow depending on user role (agent, supervisor, etc.). |
Role-based customization mentioned as part of agent/supervisor workflows. | |
|
Quick login (biometric or PIN) Uses biometrics (fingerprint, face), PIN, or OTP for rapid and secure app access. |
No information available | |
|
Dark mode Option for a user interface that reduces eye strain in low-light conditions. |
No information available |
Quoting & Policy Issuance
(10 Yes /10 Known /11 Possible features)
|
Instant quote generation Ability to produce quotes in real time based on inputted customer data. |
Supports instant quote generation as part of the field sales workflow. | |
|
Underwriting rules engine Automated decision-making on eligibility and pricing based on configurable underwriting rules. |
Automated and configurable underwriting noted among product features. | |
|
Policy binding from the field Agents can bind policies without waiting for office approval. |
Enables field-based policy binding, removing need for office approval. | |
|
E-signature capture Enables clients to sign applications and documents digitally. |
Mentions digital signatures for policy processes. | |
|
Document upload (photos/PDFs) Ability to attach supporting documents directly to applications from camera or files. |
Allows uploading of supporting documents and photos in workflows. | |
|
Pre-filled forms Auto-populates customer or policy data to minimize manual entry. |
Auto-population of customer data referenced in lead/policy mgmt. | |
|
Real-time premium calculation Calculates policy premiums instantly as user changes options or values. |
Mentions real-time premium adjustments and calculation in-app. | |
|
Quote-to-bind turnaround time Average duration from quote initiation to policy binding. |
No information available | |
|
Policy issuance PDF instant download Allows policies to be generated as downloadable PDFs on the spot. |
Supports on-the-spot generation of policy & document PDFs. | |
|
Pre-integrated product catalog Access to up-to-date lists of available insurance products and coverage options. |
Pre-integrated product lists and catalogs are standard. | |
|
Risk assessment integration Links to third-party data sources for automated risk evaluation (e.g., address validation, credit, etc.). |
Integrates external data for automated risk evaluation. |
CRM Integration & Customer Data Management
(7 Yes /7 Known /9 Possible features)
|
Contact management Enables viewing, creating, editing, and organizing client profiles from the mobile interface. |
Field agent suite includes customer/contact profile management. | |
|
360-degree client view Presents all relevant client information (policies, interactions, claims, etc.) in one view. |
Dashboards feature '360-degree client views' for agents. | |
|
Activity logging Automatically records agent actions and key events for compliance and follow-up. |
Tracks all activities and sales events for compliance. | |
|
Notes & task management Allows field agents to add notes and set reminders or follow-up tasks for customers. |
Tasks and reminders included for agent productivity. | |
|
Lead management Tools to capture new leads, assign priority, and track progress from initial contact to closure. |
Lead capture, prioritization, and management highlighted as module. | |
|
Duplicate record detection Alerts users to potential duplicate customer entries. |
No information available | |
|
Client communication history Stores email, SMS, and call history related to each customer. |
Communication and activity history maintained for compliance. | |
|
Sync with master CRM Bi-directional data syncing between the mobile device and main CRM system. |
Real-time sync between field/mobile and central systems noted. | |
|
Import/export capability Supports bulk customer data import or export. |
No information available |
Document Management & e-Signatures
(5 Yes /5 Known /9 Possible features)
|
Integrated document repository Central place to access and manage all client and policy documents. |
Central document repository and management referenced. | |
|
Document versioning Tracks and manages different versions of files uploaded or edited. |
No information available | |
|
Searchable document database Ability to search and filter documents using keywords and metadata. |
No information available | |
|
Secure document sharing Allows safe sharing of documents with clients or underwriters directly from the mobile device. |
Provides secure document sharing within app workflows. | |
|
Embedded e-signature workflow Supports fully digital signing process within the app, including signature requests. |
Embedded workflow includes e-signature collection. | |
|
Compliance checks (KYC/AML) Automated checks for regulatory compliance when uploading/processing customer documents. |
Supports KYC/AML compliance for uploaded client docs. | |
|
Document scanning via camera Translates photos or scans of documents into digital records. |
Allows document capture and scanning from mobile device camera. | |
|
Bulk document upload Enables uploading multiple documents at once. |
No information available | |
|
Automatic document expiry notifications Notifies agents/clients if specific documents are nearing expiration or need renewal. |
No information available |
Payments & Collections
(7 Yes /7 Known /9 Possible features)
|
Mobile payment gateway integration Accepts payments via major payment providers and cards. |
Integrated with payment gateways for digital/mobile payments. | |
|
Premium calculation and breakdown Shows a detailed calculation and allocation of customer premiums including taxes and surcharges. |
Displays premium calculations and breakdowns. | |
|
Instalment plan support Allows splitting premium payments into scheduled instalments. |
Solution supports premium installment planning. | |
|
E-receipt issuance Provides electronic payment receipts immediately after transaction. |
Instant e-receipts part of payment workflow. | |
|
Automatic payment reminders Notifies clients and agents about upcoming payment deadlines. |
Automatic reminders for payment deadlines/renewals. | |
|
Payment status monitoring Real-time update on the payment success, failure, or pending status. |
Tracks and notifies of transaction/payment status in real time. | |
|
Refund processing Supports initiation of premium refunds from the mobile app. |
No information available | |
|
Payment security (PCI-DSS compliance) Conforms to current data security standards for payment processing. |
Vendor materials reference PCI-DSS and data protection best practices. | |
|
Transaction speed Average time for payment transaction to complete. |
No information available |
Analytics & Reporting
(4 Yes /4 Known /9 Possible features)
|
Customizable sales reports Ability for agents and managers to create ad hoc or scheduled sales reports. |
Sales performance reporting/dashboards are featured. | |
|
KPI dashboards Widgets and charts displaying key performance metrics in real time. |
Real-time KPI dashboards and agent performance boards mentioned. | |
|
Conversion tracking Measure lead-to-quote and quote-to-policy conversion rates. |
No information available | |
|
Policy lapse analysis Detect and report on lapses or cancellations by segment. |
No information available | |
|
Product mix analysis Breakdown of sales by product, coverage type, or demographic. |
Breakdown of sales/product type analytics in reports. | |
|
Goal tracking and alerts Allows agents or teams to set, monitor, and receive alerts about personal or team targets. |
No information available | |
|
Agent activity analytics Tracks and reports on agent activities, frequency, and outcomes. |
Agent activity analytics included in performance dashboards. | |
|
Export to Excel/CSV/PDF Enables reports and analytics data to be exported. |
No information available | |
|
Real-time data refresh rate Frequency with which data on the dashboard is updated. |
No information available |
Integration & Interoperability
(3 Yes /3 Known /7 Possible features)
|
APIs for core systems (policy admin, claims, CRM) Provides APIs for seamless data exchange with policy administration, billing, claims, and CRM platforms. |
References API integration with core insurance/CRM/claims systems. | |
|
Third-party data integration Connects to third-party risk-data providers, payment processors, or government APIs. |
Integrates with payment processors, third-party data/RPA. | |
|
Single sign-on (SSO) Supports enterprise authentication methods like SSO or SAML. |
No information available | |
|
Cross-platform interoperability Works with different operating systems (iOS, Android, Windows, etc.). |
Works across iOS/Android. Emphasized mobile device-agnostic enablement. | |
|
Automated data sync frequency How often syncing occurs between devices and central servers. |
No information available | |
|
Webhooks Supports triggering workflows or alerts based on app events. |
No information available | |
|
Plugin/module ecosystem Allows for certified plugins or add-ons to enhance core functionality. |
No information available |
Security, Compliance & Data Privacy
(6 Yes /6 Known /9 Possible features)
|
Data encryption at rest and in transit Applies strong encryption standards to protect all sensitive data. |
Describes encryption of data at rest/in motion according to security guidelines. | |
|
Role-based access control Defines permissions based on user roles (agent, admin, manager, etc.). |
Permissions configurable by role; agent/admin/manager access mentioned. | |
|
Regulatory compliance (GDPR, HIPAA, etc.) Supports data handling requirements for relevant jurisdictions. |
References compliance with GDPR, insurance regulatory mandates. | |
|
Audit logs Maintains comprehensive and non-editable logs of all critical actions. |
Immutable logs for compliance, audit, and traceability stated. | |
|
Device/app remote wipe Allows wholesale data wipe from lost/stolen devices. |
No information available | |
|
Two-factor/multi-factor authentication Requires extra authentication steps for higher security. |
Multi-factor/two-factor authentication supported for agent login security. | |
|
Session timeout Automatic logout after a defined period of inactivity. |
Session timeouts and automatic logout described in security policies. | |
|
Incident response and alerting Automatic alerts and escalation for detected security incidents. |
No information available | |
|
Data retention controls Configurable data retention periods based on policy or regulation. |
No information available |
Agent Productivity & Collaboration
(6 Yes /6 Known /8 Possible features)
|
In-app messaging/chat Enables communication between agents, supervisors, and back office. |
In-app messaging and push notifications highlighted among digital agent tools. | |
|
Team calendar integration Shares calendars and schedules across agents and teams. |
Mentions calendar/schedule sharing functions for agency teams. | |
|
Task delegation & monitoring Supervisors can assign and track completion of tasks. |
Supervisors can delegate and monitor tasks in agent interface. | |
|
Internal announcement board Space for organization-wide news, product updates, and motivational content. |
No information available | |
|
Co-browsing or screen-sharing support Allows supervisors to guide agents through processes in-app. |
No information available | |
|
Voice note recording and sharing Agents can record and send quick voice messages to each other or to back office. |
Voice and text notes supported for internal collaboration. | |
|
Automated follow-up scheduling Smart reminders and auto-scheduling for next steps with clients. |
Automated follow-up reminders as part of lead/task modules. | |
|
Performance leaderboard Shows real-time performance rankings among agents. |
Performance leaderboards for agents are a key dashboard feature. |
Training & Knowledge Resources
(4 Yes /4 Known /8 Possible features)
|
In-app help center Embedded access to searchable knowledge bases, FAQs, and troubleshooting guides. |
Includes searchable in-app help/FAQ, knowledge base access. | |
|
Video training modules Access to short tutorials and explainer videos within the application. |
Video tutorials and e-learning modules referenced in support documentation. | |
|
Product update notifications Alerts when new products, features, or procedural changes are introduced. |
Product change/update push notifications included. | |
|
Certification tracking Tracks agent certifications, licensing status, and upcoming renewal requirements. |
Tracks agent training and certifications. | |
|
Live chat support Enables real-time help through chat with support or mentors. |
No information available | |
|
Self-assessment quizzes Tests agent knowledge of products and compliance topics. |
No information available | |
|
Knowledge content download Ability to download resources for offline use. |
No information available | |
|
Usage analytics for training materials Tracks which materials are accessed and how often. |
No information available |
Deployment & Support
(6 Yes /6 Known /8 Possible features)
|
Cloud-based deployment option Available as a cloud-hosted SaaS solution for easy updates. |
Cloud/SaaS deployment offered. | |
|
App store distribution Can be published or privately distributed via major app stores (Apple, Google). |
Available via app stores and private enterprise provision. | |
|
Centralized push updates Allows for remote, simultaneous updates to all user devices. |
Supports remote push updates for end-user devices. | |
|
Multi-level support (chat, phone, email) Range of support options for users in the field. |
Vendor highlights multi-channel support (chat, phone, email) for users. | |
|
Self-service troubleshooting tools Wizard-driven diagnostics for common issues. |
No information available | |
|
Onboarding and configuration speed Average time required for a new agent to be fully provisioned and ready. |
No information available | |
|
Usage reporting to IT/admins Accessible reporting on user adoption and health status. |
Admin/IT reporting on usage and adoption referenced. | |
|
Device compatibility matrix List of supported operating systems and device models. |
Device/platform compatibility matrix available on request. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.