INTELLIGENT MEDICAL AID ACQUISITION
The automated platform that integrates into various CRM systems via API, eliminating paperwork delays and giving independent brokers, tied agents, and large medical aid providers real-time customer matching and automated compliance across all medical aid products.
How POLICYMATCH Empowers Brokers & Underwriters:
- Automated Policy Matching: Instantly compares and recommends medical aid products from all registered South African medical aid schemes based on detailed customer input, ensuring the fastest, most accurate match between needs and policy features.
- Seamless Auto-Underwriting: Automates the underwriting process for the selected policy in real-time. This cuts application processing time from days to minutes, significantly improving sales conversion rates and customer experience.
- Compliance & Security: Securely stores and logs all customer communication and underwriting decisions. Provides a tamper-proof audit trail for immediate recall, ensuring total compliance and mitigating legal risk.
