Quote & Buy platform

Within the next five years, insurers expect nearly a third of their business to be generated from digital channels — internet and mobile.

—CapGemini World Insurance Report 2014


Surely’s Quote & Buy platform is an innovative solution for insurers who desire an online Direct-to-Customer (D2C) channel … enabling them to launch products in short timescales at a reasonable cost over the channels their customers desire (e.g. desktop, tablet and mobile).

Key features include the following:

  • A fully hosted “Quote & Buy” platform that can be insurer branded
  • Rapid configuration of bespoke insurance products, including pre-sales information, quotation & rating engine, document generation, payment collection and email engines
  • Payment mechanisms including Direct Debit, Credit / Debit card and PayPal
  • Responsive design supporting desktop, tablet and mobile journeys
  • Multi-lingual and multi-currency support
  • A Call Centre portal for customer agents to track policy sales, renewals, and service policies / perform Mid Term Adjustments
  • A Self Service portal enabling policy holders to service their policies online by themselves, reducing the customer service burden
  • Reporting and analytics
  • Engineered to the highest standards using cutting-edge technology, with third party integrations and web service / API integration
  • Secure, fast and resilient with full disaster recovery and backup
Further information can be found in our product brochure.
Contact us to arrange a no-obligation demo!