Insurance Value Chain connected in one place.

 The platform offers complete insurance process management, starting from the first interaction to customer onboarding, all within a single system. It includes built-in KYC checks and data integrations and supports multiple communication channels.   

INVOFF CRM enhances in-person interactions with efficient digital communication channels. It facilitates various interactions, such as scheduling meetings across organizations and impromptu meetings in physical spaces. Users can choose the most suitable way to connect with their customers: in person or digitally.  

Moving a business from the first interaction in CRM to transaction with a fully integrated workflow solution to manage Application to Quote, Referral management, Bind and premium payments. 

You can utilize the UW workbench, which offers complete connectivity to your CRM through the Invoff Integration hub. Alternatively, you can opt for the Invoff CRM, which is specifically designed for the insurance industry. 

Our product features a self-service configuration for products and questionnaires. This is linked with a rule engine, allowing dynamic rule-based decisions to support the customer journey. 

The Invoff product manager comes with pricing rules and a configured risk appetite to select the most suitable risks for your business. 

Digital distribution of insurance products in a connected platform delivering B2B2C online portals or via APIs, enabling your customers to stay in their systems. The platform integrates with CRM and a workbench to maintain real-time customer connections.  

Our integration hub within the INVOFF eco-system enables a ready-to-use architecture for integrating with your internal and external applications.   

Our hub is connected to MS Office 365, the UK company house API, the FCA directory services API, Sanction checking and credit scores, and a Payment gateway via REST APIs.