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Recruitment Management
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Manage & Supervise Recruitment Activities
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Show and Distribute content to Candidates
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Onboard Agents with Online Forms and Document Upload
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Monitor Agent Training Schedule and License Status
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Add and Modify Recruitment Leads
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Get Daily Reports
Relevant Products
Dot is a paradigm-shifting Gen DOT an AI-powered system designed to revolutionize insurance operations.
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Sales Management
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Lead Creation
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Lead Scoring
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Lead Allocation
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Managerial Oversight
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Event Management
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Task Management
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Sales Content Management
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Sales Targets Setup & Review
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Sales Contests
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Quote Generation
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Benefit Illustration
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Dot is a paradigm-shifting Gen DOT an AI-powered system designed to revolutionize insurance operations.
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Customer Onboarding
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Online Application Form Fill
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Document Upload
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OCR
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Quality Check
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Pause/Resume Sales Journeys
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Managerial Oversight
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Configure Rules & Stages For All Your Forms
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Dashboard To View, Search Applications
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Generate Proposal PDF
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Dot is a paradigm-shifting Gen DOT an AI-powered system designed to revolutionize insurance operations.
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Payment Facilitation
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Multiple Payment Modes
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Log Offline Payment Info
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Payment Gateway Integration For Online Payment
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Share & Generate Payment Links via Email/SMS
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Dot is a paradigm-shifting Gen DOT an AI-powered system designed to revolutionize insurance operations.
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Policy Renewals
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Search Clients by Name,Contact, Renewal Date
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Track Active Customers and Upcoming Renewals
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'My Customers' Dashboard for Reps
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Detailed View for Each Customer
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Directly Call Customers via the App
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Add Upcoming Renewals as Leads
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Intelligent Product Recommendations For Cross-Selling & Up-Selling
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Schedule Events/Tasks forRenewal Customers
Relevant Products
Dot is a paradigm-shifting Gen DOT an AI-powered system designed to revolutionize insurance operations.
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Claims Management
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Provider Registration
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Network Management
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Instant Claim Processing for Eligible Products
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End-to-End Digital Claims Management
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Tariff Management
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Secure Instant Payment Transfers
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Customizable Business Rules
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Real-Time Case Monitoring
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Fraud Control Mechanisms
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Data Analytics
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Vision-Based Assessments
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AI, ML, and Rules-Based Consistency
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Pre-fill Assistance
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Automated Workflows
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Dot is a paradigm-shifting Gen DOT an AI-powered system designed to revolutionize insurance operations.
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Customer Support
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Gen AI-Based Chatbot
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Human-Like Conversations
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Can be Integrated with WhatsApp and other platforms
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Humans can takeover chatbot conversations and vice-versa
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Contextual Responses
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Dot is a paradigm-shifting Gen DOT an AI-powered system designed to revolutionize insurance operations.
Distribution Channel Management
Distribution Channel Management
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Manage Agents, Brokers, Bancassurance, and Online Sales
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Configure Roles, Designations, and Hierarchies for Each Channel
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Establish Sales Channels
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Assign User Roles
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Define Geographical Zones
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Download Tailored Reports
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Specialized Products for Brokers and Bancassurance
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Salesdrive Banca
Reconciliation Management
Reconciliation Management
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Input File Mapping
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Recon Job Automation
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Configurable Multi-Level Rules
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Recon Output Reports
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Multi-Source Cross Recon
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Workflows
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Approval Management
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Task Configuration
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Predefined Templates
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Downstream Action Integration
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RPA Integration
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Access Control
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Audit Trail
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Recondrive logoDot is a paradigm-shifting Gen DOT an AI-powered system designed to revolutionize insurance operations.
Broker Management
Broker Management
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Lead Management
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Activity Management
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Policy Management
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Product Content
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Broker Management
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Reporting
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Performance Management
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Client Management
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Accounts Management
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Claims Management
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Accounts and Finance
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Premium & Commission Calculation
Relevant Products
Dot is a paradigm-shifting Gen DOT an AI-powered system designed to revolutionize insurance operations.
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Indian Headquarters:
314-315, 3rd Floor, Lodha Supremus, Off Mahakali Caves Road, MIDC, Andheri (East), Mumbai, 400069
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Corporate Office:
Block 2B-9-3, Level 9, Plaza Sentral, Jalan Stesen Sentral 5, Kuala Lumpur, Malaysia, 50470
Reach out to us at:
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marketing@iorta.in
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contact@iorta.in
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