Better Service. Every Client, Every Time.
Stop losing clients to slow responses and manual processes. Invoff gives brokers a self-service portal and AI ingestion to capture submissions, connect to your MGA and insurer panel, and deliver faster answers to your customers without the back-and-forth. Better service, less admin, stronger relationships.
CRM and Distribution Platform
Everything you need from receiving risk data to performing initial checks, distribute your delegated authority schemes while maintaining control and enhancing customer experience.
Digital Distribution Platform
Transform your delegated authority schemes into digital products that customers and agents can access online through modern portals.
CRM & Client Data Management
Full client history in one place - from first submission to renewal. No spreadsheets. No chasing emails.
Scheme Management
Manage your delegated authority schemes and connect to digital channels while maintaining control over underwriting and pricing.
Customer Access and Availability
Your clients self-serve, you stay in control. They get answers faster, you spend less time on admin.
Compliance & Risk Management
Built-in compliance tools and risk management features designed for delegated authority operations.
Performance Analytics
Track scheme performance, customer engagement, and distribution effectiveness across all digital channels.
Customer Portal & Digital Data Collection
Enable customers to access your schemes directly through branded portals with secure data collection and real time processing.
Self-servicing portal
White-labeled customer portals that reflect your brand while providing seamless access to your delegated authority schemes.
- Custom branding
- Self-service capabilities
- Mobile responsive
Secure Data Capture
Robust API framework for secure data collection, validation, and integration with your existing CRM and policy systems.
- RESTful APIs
- Real time validation
- Secure data transfer
Your Digital Distribution Workbench
Invoff doesn't replace your existing systems - it enhances them by providing digital distribution capabilities and customer engagement tools.
System Integration
Connect seamlessly with your existing policy admin systems, CRMs, and broking platforms.
Agent Enablement
Provide your agent network with digital tools to sell your schemes more effectively.
Maintain Control
Keep full control over distribution, pricing, and risk management while expanding digital reach.