top of page
An ISO/IEC 27001:2022 Certified Organization
Features
Two Way Data Capture
Both sales managers and partners can log in and input data via a secure link, ensuring accuracy and efficiency
Agreement Management
For invoicing needs, including viewing, inputting blank fields, downloading, uploading, and digitally signing documents
Empancel Agency Staff
Supports the empanelment of agency staff, allowing you to store their documents and manage their onboarding in the same system
Document Management
Partners can upload documents, which are then automatically checked and routed for approval based on the bank’s specific processes. The system can even verify credit ratings if required
High Level Process Flow
bottom of page