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Seamless Digital Onboarding for Financial Institutions

Onboarding - Insurance

Accelerate Policy Issuance.

Convert More from Every Proposal

Digitize proposal capture, KYC, underwriting, and policy issuance across life, health, motor, and general insurance.

Seamless Digital Onboarding for Financial Institutions

Onboarding - Insurance

Accelerate Policy Issuance.

Convert More from Every Proposal

Digitize proposal capture, KYC, underwriting, and policy issuance across life, health, motor, and general insurance.

overview

overview

Digitize Insurance Onboarding

Digitize Insurance Onboarding

From Proposal to Policy in Minutes

From Proposal to Policy in Minutes

Streamline proposal capture, KYC, underwriting, and policy issuance across life, health, motor, and general insurance — on a fully digital platform.


  • 90% faster proposal-to-policy issuance

  • 100% digital — no physical forms

  • Multi-product platform (life, health, motor, general)

Insurance Onboarding Journey

Move from Proposal to Policy Issuance
in Minutes, Not Days

Automate every step from proposal capture to underwriting and issuance — reducing friction and accelerating conversions.

Proposal Capture

Digital form via agent, web, or mobile

Customer KYC

Premium Calculation

Underwriting Assessment

Risk Evaluation & Approval

Policy Issuance

Policy Delivery & Activation

Proposal Capture

Proposal Capture

Digital form via agent, web, or mobile

Customer KYC

Aadhaar eKYC / PAN / Video KYC

Premium Calculation

Real-time premium with riders, GST, discounts

Underwriting Assessment

Auto underwriting + medical triggers

Risk Evaluation & Approval

Rules-based + manual review (if required)

Policy Issuance

ePolicy generation + eSign

Policy Delivery & Activation

Instant digital policy dispatch & onboarding completion

Proposal Capture

Digital form via agent, web, or mobile

Customer KYC

Premium Calculation

Underwriting Assessment

Risk Evaluation & Approval

Policy Issuance

Policy Delivery & Activation

Proposal Capture

FEATURES

Reduce Friction. Accelerate Underwriting. Issue Instantly.

Enable faster proposal completion, real-time underwriting, and instant policy issuance with minimal manual intervention.

Faster Conversion

Digital Proposal Engine

Capture and process insurance proposals across products with fully configurable digital journeys.

Reduces form-filling friction for customers

Speeds up proposal completion

Improves lead-to-proposal conversion rates

Instant KYC & Identity Verification

Real-Time Premium Engine

Intelligent Underwriting Engine

Policy Issuance Engine

Renewal & Cross-Sell Engine

Digital Proposal Engine

Instant KYC & Identity Verification

Real-Time Premium Engine

Intelligent Underwriting Engine

Policy Issuance Engine

Renewal & Cross-Sell Engine

Digital Proposal Engine

Instant KYC & Identity Verification

Real-Time Premium Engine

Intelligent Underwriting Engine

Policy Issuance Engine

Renewal & Cross-Sell Engine

Capabilities

Run a Fully Digital Insurance Onboarding Platform End-to-End

From proposal and underwriting to issuance and lifecycle management — everything needed to scale insurance onboarding.

Digital Proposal Form Engine

Aadhaar eKYC, PAN & Video KYC

Real-Time Premium Calculation Engine

Automated Underwriting Rules Engine

Medical & Tele-Medical Integration

ePolicy Generation & eSign

Multi-Product Configuration

Insurer API Integration

Omnichannel Journey Support

Renewal & Policy Lifecycle Integration

Business ImpAct

Business ImpAct

Faster Issuance. Higher Conversion. Better Compliance.

Faster Issuance. Higher Conversion. Better Compliance.

Reduce turnaround time, improve proposal-to-policy conversion, and ensure accuracy across underwriting and onboarding.

Reduce turnaround time, improve proposal-to-policy conversion, and ensure accuracy across underwriting and onboarding.

Faster policy issuance (days → minutes)

Reduced manual underwriting effort

Higher conversion rates

Improved compliance & data accuracy

Explore More

Discover how other platform modules complement this capability.

vSuite

vHub

GateX

FAQ

Frequently Asked Questions

Frequently Asked Questions

Answers to common questions about our solutions, capabilities, and how they fit into your business

Answers to common questions about our solutions, capabilities, and how they fit into your business

How does the platform reduce proposal-to-policy turnaround time?

Can underwriting decisions be automated?

How does the system improve conversion rates?

Can this support multiple insurance products on a single platform?

Does the platform integrate with insurer systems and APIs?

Enterprise trust

Enterprise Security & Compliance

Bank-grade security, compliance certifications, and governance built into every layer of the platform.

  • SOC 2 Type II

    Service organization controls for security, availability, and confidentiality — independently audited.

    Cloud & Infra Security

    Cloud-native deployment with network isolation, DDoS protection, and continuous vulnerability scanning.

    ISO 27001

    ISO 27001

    International standard for information security management systems certification.

    AES-256 encryption at rest and TLS 1.3 in transit for all data across the platform.

    Data Security

    AES-256 encryption at rest and TLS 1.3 in transit for all data across the platform.

    AES-256 encryption at rest and TLS 1.3 in transit for all data across the platform.

    OWASP practices

    Application security aligned with OWASP standards to prevent common vulnerabilities and threats.

    Transaction Security

    End-to-end secure transaction processing with real-time fraud detection, monitoring, and tamper-proof audit trails.

  • ISO 27001
    AES-256 encryption at rest and TLS 1.3 in transit for all data across the platform.
    AES-256 encryption at rest and TLS 1.3 in transit for all data across the platform.

Insights & Resources

Insights & Resources

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Explore More

Convert More Proposals into Issued Policies
Instantly

Experience how digital onboarding and real-time underwriting accelerate policy issuance.

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