InstaInsure Pro

Max Bupa InstaInsure is a unified solution for agents and agency manager, which is integrated with all MBHI core systems. It will help agents sell insurance policies across all platforms, and agency managers can on board new agents in a simple manner.

For agency managers, the app will help manage end to agent on-boarding process. Details listed below:

Features (Agency Manager):

1. Launch process to on-board a new agent from app home screen

2. View list of pending on-boarding and analyse various reasons like incomplete documentation, verification pending etc to streamline agent onboarding process.

3. Upload agent's documents and get them verified in the system.

4. Schedule IC 38 exam for issuance of fresh agent licenses

5. Details of prospective agent can be added through app and Agent prospect list can be viewed for follow up.