Multi-insurer servicing
Manage policy administration, renewals and claims follow-up across insurers, with connected records and clear next actions.
Keep renewals moving. Put AI to work.
Manage multi-insurer workflows, commissions and client relationships in one platform. Give your sales and operations teams a shared view of policies, follow-ups and the records they need to reconcile.
Discuss your requirementsBuilt for the work
you do every day.
A clear view of the capabilities that can support your business.
Commission control
Configure commission rules, cross-check records and investigate discrepancies before settlement.
Sales visibility
Track leads, client visits, referrals and team performance so managers can see where follow-up is needed.
AI-powered assistance
Prepare proposals, compare products and support client follow-ups using authorised information and human review. Agree product knowledge and integrations during scoping.
What this means for your team
Make the business
value visible.
Connect the capabilities to the work you want to improve. Establish a baseline, then measure the result of a focused paid pilot.
Less administrative effort
Keep client and policy information connected to help teams spend less time assembling records for servicing and renewal work.
Clearer commission workflows
Bring rules and records together to support cross-checking and focused investigation of mismatches.
Better distribution visibility
Use a shared view of leads, follow-ups and team activity to identify work that needs attention.
Success measures to agree
- Servicing turnaround time
- Renewal follow-up completion
- Commission reconciliation hours
Agree the workflow, data access, owners and evaluation period. Review the evidence together before expanding.
The product tour contains actual product screens with demonstration data. AI tasks and an end-to-end workflow demonstration are scoped separately with your team.
A connected workflow
Every step has a place.
- 01
Policies & clients
- 02
Follow-ups & renewals
- 03
Commission records
- 04
Reconciliation & review
Available modules, carrier connections, data hosting and local requirements are agreed for each project. WiseFin provides technology; regulated insurance activities remain with the appropriate licensed institutions.
Let’s build your
next chapter.
Tell us where you want to take your insurance business. Let’s explore how the right technology can help.
Talk to our team