Empowering Insurers with Digital Transformation.

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See How iorta Can Digitally Transform Your Insurance Business

Recruitment Management

Manage & Supervise Recruitment Activities

Show and Distribute content to Candidates

Onboard Agents with Online Forms and Document Upload

Monitor Agent Training Schedule and License Status

Add and Modify Recruitment Leads

Get Daily Reports

Sales Management

Lead Creation

Lead Scoring

Lead Allocation

Managerial Oversight

Event Management

Task Management

Sales Content Management

Sales Targets Setup & Review

Sales Contests

Quote Generation

Benefit Illustration

Customer Onboarding

Online Application Form Fill

Document Upload

OCR

Quality Check

Pause/Resume Sales Journeys

Managerial Oversight

Configure Rules & Stages For All Your Forms

Dashboard To View, Search Applications

Generate Proposal PDF

Payment Facilitation

Multiple Payment Modes

Log Offline Payment Info

Payment Gateway Integration For Online Payment

Share & Generate Payment Links via Email/SMS

Policy Renewals

Search Clients by Name,Contact, Renewal Date

Track Active Customers and Upcoming Renewals

'My Customers' Dashboard for Reps

Detailed View for Each Customer

Directly Call Customers via the App

Add Upcoming Renewals as Leads

Intelligent Product Recommendations For Cross-Selling & Up-Selling

Schedule Events/Tasks forRenewal Customers

Claims Management

Provider Registration

Network Management

Instant Claim Processing for Eligible Products

End-to-End Digital Claims Management

Tariff Management

Secure Instant Payment Transfers

Customizable Business Rules

Real-Time Case Monitoring

Fraud Control Mechanisms

Data Analytics

Vision-Based Assessments

AI, ML, and Rules-Based Consistency

Pre-fill Assistance

Automated Workflows

Customer Support

Gen AI-Based Chatbot

Human-Like Conversations

Can be Integrated with WhatsApp and other platforms

Humans can takeover chatbot conversations and vice-versa

Contextual Responses

Distribution Channel Management

Manage Agents, Brokers, Bancassurance, and Online Sales

Configure Roles, Designations, and Hierarchies for Each Channel

Establish Sales Channels

Assign User Roles

Define Geographical Zones

Download Tailored Reports

Specialized Products for Brokers and Bancassurance

Reconciliation Management

Input File Mapping

Recon Job Automation

Configurable Multi-Level Rules

Recon Output Reports

Multi-Source Cross Recon

Workflows

Approval Management

Task Configuration

Predefined Templates

Downstream Action Integration

RPA Integration

Access Control

Audit Trail

Broker Management

Lead Management

Activity Management

Policy Management

Product Content

Broker Management

Reporting

Performance Management

Client Management

Accounts Management

Claims Management

Accounts and Finance

Premium & Commission Calculation

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