Quote & Buy

Surely’s Quote & Buy platform is an innovative solution for insurers who desire an online Direct-to-Customer (D2C) channel … enabling them to launch products in short timescales at a reasonable cost over the channels their customers desire (e.g. desktop, tablet and mobile).

Key features include the following:

A fully hosted “Quote & Buy” platform that can be insurer branded
Rapid configuration of bespoke insurance products, including pre-sales information, quotation & rating engine, document generation, payment collection and email engines
Payment mechanisms including Direct Debit, Credit / Debit card and PayPal
Responsive design supporting desktop, tablet and mobile journeys
Multi-lingual and multi-currency support
A Call Centre portal for customer agents to track policy sales, renewals, and service policies / perform Mid Term Adjustments
A Self Service portal enabling policy holders to service their policies online by themselves, reducing the customer service burden
Reporting and analytics
Engineered to the highest standards using cutting-edge technology, with third party integrations and web service / API integration
Secure, fast and resilient with full disaster recovery and backup

Want further information?

Or request a demo