The backbone of the Felix platform. Manage your sales pipeline from start to finish and see all client information, documents, email, tasks, quotes, policies and renewal schedules in one place.
Your clients have been online for years, isn’t it time you are too? Level up your internet lead-gen activities, sell online and grow sales from new, digital-first consumers with a white label e-commerce solution designed for insurance.
Our quoting engine gives you a single point of access to the pricing APIs and tariff sheets of UAE insurers so your team stops wasting time entering data into multiple portals and spreadsheets. All your quotes, instantly.
We’ve taken proven insurance sales strategies and methodologies and we’ve baked them into our broker management software so that you have a class leading tool to manage your operations and customer relationships.
Day-to-day sales and support activities like client on-boarding, quoting, documents management, email communication, issuing policies and processing renewals are all handled with elegance and ease.
The Felix interface gives you a snapshot of what sales stage all of your deals are in so you can stay on top of everything that’s going on.
Significantly reduce the amount of time spent processing renewals by having Felix automatically create deals and prepare quotes for existing clients.
Our powerful task management features help your team stay focused on what needs to be done on a client by client basis.
Our email integration ensures that all client communication is stored in one place so that multiple agents can seamlessly attend to the same client.
It has never been easier, faster or more scalable to start selling insurance to your clients online. We’ll use our technology to set up an online storefront for your brokerage so that you can impress your customers with a great experience that let’s them request, compare and purchase insurance online.
Our white-label insurance application forms are extensively tested and conversion optimised so we make it easy for your clients to give you the information you need.
The Felix product comparison technology allows your clients to easily compare your quotes and configure their policy with their selected options and add-ons before finalising their order online.
One of the biggest obstacles to selling online is creating a database of insurance products. That’s why we’ve pre-configured Felix with products from the region’s top insurance companies.
After clients compare and configure options they can upload their required documents (licenses, ID cards etc.) to complete their order. Your team then has access to to everything they need to service a client.
The Felix quoting engine allows your team to instantly create quotes for your clients without having to leave the Felix interface. This helps your agents cut down the time it takes to prepare quotes by up to 70% because they no longer have to enter client data into multiple insurer portals to generate prices since Felix does this automatically.
Felix supports insurer integration so that rates can automatically be pulled directly from insurer systems. See a full list of our integrations here.
Our quoting engine includes the tariffs of insurers that don’t offer direct integration. Have an exclusive scheme? We’ll add it as part of your setup.
Our broker software integrates directly with our quoting engine. However, you can also integrate just our Quoting Engine API with your own systems.