Exegesis Infotech

case studies

The ONLY independent, pan-India insurance broker with placement capabilities across all lines of commercial insurance in India and in over 100 countries

Insurance Backbone for 2000 Corporates with Scaling Premium Revenues year on year
Challenges

Extensive Manual Processing

Time Consuming tasks de-railing Expansion Plans

Client Servicing Woes

Need to Showcase cutting edge Technology Offerings

Pressing requirement for Automation

Benefits

Full Automation of Policy Administration Processes

Quick Turnaround on Critical Services

Sales Assistance Tool for Solution Demo & Capabilities

Fast Goto Market for New Client Enablement

High % of client retention ensuring solid Business Continuity

Clearer Picture of the Insured & Endorsements

Complex Calculation made Easy on Corporate Deposit Accounts

Solution
REQUEST A DEMO Exegesis’ Flagship Employee Benefits Product

End-to-End Insurance policy servicing (Group Mediclaim, Group Personal Accident, Group Term Life)

Web-based and Smartphone Access

Secure Data Availability

Real time 3rd Party Integrations (*15 TPAs)

Comprehensive Feature List - Policy Underwriting set-up, Enrollment, Endorsement, Claims Management, CD Accounts & Billing, MIS Reporting, Communication Helpdesk

Mobile App Access

Benefits

Full Automation of Policy Administration Processes

Quick Turnaround on Critical Services

Sales Assistance Tool for Solution Demo & Capabilities

Fast Goto Market for New Client Enablement

High % of client retention ensuring solid Business Continuity

Clearer Picture of the Insured & Endorsements

Complex Calculation made Easy on Corporate Deposit Accounts

Business Results

3 million Insured Lives

2000 Corporates

$ multi-million USD Revenue

Prestigious Clientele

Road Ahead

New Avenue of Revenue Generation with Retail Personalization Solution to Corporates

Cross-Sell of Motor, Health, Travel, Life

Go Live 2011

Implementation time was 3 months
A global leader in insurance broking and risk management in more than 130 countries, in every facet of risk and across industries.

Multi-Dealership Motor Vehicle Insurance Platform issuing 2500 Policies per day
Challenges

New Venture to branch into Bulk Motor Insurance in India

Pressing Market Dynamics requiring immediate launch

Platform should be able to handle heavy loads

Need of the hour for a Plug-n-Play Solution

Benefits

Live Feed of Sales Figures & Analytics of actual market penetration

Real Time Connectivity with multiple insurance companies for instant policy issuance

Centralized, Scalable, User Friendly

Smart Configurator for Quick Enablement & Compliance

Finger tip access with mobile app for complete status of policy & admin

Solution
REQUEST A DEMO Exegesis’ Premier Motor Insurance Product

Ready to Use Solution

One Platform with Multi User Access - Dealers, Broker, Insurance Companies, Call Centre, End Customers

Special Instant Discounting Features - seasonal, festive, age, relationship, pro-rata factors, target segments

Comprehensive Features List - Policy Issuance, Renewals, Endorsements cancellation Claims Management, Accounts & Billing, MIS & Analytics, Support Helpdesk

Mobile App Access

Benefits

Live Feed of Sales Figures & Analytics of actual market penetration

Real Time Connectivity with multiple insurance companies for instant policy issuance

Centralized, Scalable, User Friendly

Smart Configurator for Quick Enablement & Compliance

Finger tip access with mobile app for complete status of policy & admin

Business Results

400,000 Policies Issued

2500 policies issued on peak days

$ multi-million USD Revenue

Prestigious Clientele

Client Recognition to Exegesis

“Great Passion to Service Dealers”

Go Live 2014

Implementation time was 1 month
A BROKER, WHO IS PART OF ONE OF INDIA'S BIGGEST CONGLOMERATES, OFFERING PAN-INDIA SERVICES FOR CORPORATE AND RETAIL CUSTOMERS IN LIFE AND NON LIFE SEGMENTS.

EBIMA^® Platform providing Straight-Through-Processing for Issuance of Personal Accident Policy for Employees
Challenges

Urgency to provide PA cover to thousands of employees across multiple Corporates of the conglomerate

Live integration with Insurance Company for Real-time policy generation

Allowing the user to buy the policy on both - Mobile App and Desktop

Benefits

Instant Policy issuance for Users from Mobile App and Desktop

Real Time Connectivity with Insurance Company

Instant payment and policy PDF download

MIS Report available to Broker on demand

Solution

REQUEST A DEMO Exegesis' Flagship EBIMA^® Platform for Retail Products

Single platform allowing policy issuance for multiple products (Personal Accident, Life, Health, Motor, Travel)

Enabling policy issuance for Corporate's employees within 5 minutes

Plug and Play platform for Insurance companies and Intermediaries

Key capabilities - Flexible Pricing, Bundling of product offerings from multiple Insurance companies creating shopping cart experience

Mobile app access

Business Results

6500 Policies issued within a month of launch

800+ Policies issued on a single day

Prestigious Clientele

Road Ahead

Adding more Retail products from multiple Insurance Companies

Go-to platform readiness for any Insurance intermediary across product lines

Go Live 2019

Implementation time was 2 months