Introduction

Safe Sail, a digital solution, is strategically crafted to align with one of the core objectives of insurance companies – facilitating the seamless generation of online quotes. Tailored specifically for the D2C (Direct-to-Consumer) segment of Term Insurance, Safe Sail offers a comprehensive solution.
This innovative platform guides users through a step-by-step journey, ensuring a smooth and efficient process for generating term insurance quotes.
Additionally, Safe Sail boasts a robust profile management module and a feature-rich insurance plans and premium management module.
Enhance the capabilities of your system by integrating the Safe Sail plugin, which elevates the efficiency of managing online insurance quotes to new levels.

Key Features

Online Quote Generation Process

The steps to generate the insurance quotation online by users have been strategically defined to offer a seamless user experience and include – personal details, income details, Add-ons, details summary, payment details and the final quote. This has been defined just so to not break the quote journey. The quote generated can be downloaded in PDF format for future use.

Account Management

This includes the profile details management of the user. The module can also be configured as per the requirements to capture and manage the insurance specific user details. The module also manages the plans and their premium information specific to users. There is also a functionality to manage and view the due payments in order to complete them.

Payment Gateway Integration

Ensuring a secure and smooth payment experience for users.

Admin Module

With the configurability at the core of the Safe Sail system, the tiniest field if the form is configurable along with their values, simplifying it for you to quickly set up a journey as your business demands.

Reports

The Safe Sail also has a feature to export the report of the quote generated online to perform a better analysis and derive the results.

CMS

The Safe Sail solution has a home page and a product page developed utilizing the powerful capability of Liferay CMS, making it even quicker and easier to set up the content pages.