Software Features

quodex software

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Brokers

Broker branded platform with managed or self-service real-time customisation for increased competitive positioning. Call centre functionality and real-time agent reporting.

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Insurers

Rapid product configuration with inbuilt or simple API to external rating engines. Full bordereaux reporting in real-time or at intervals. Customizable

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Customers

Buy online or offline with a full secure self-service customer portal including quote, bind, document production, complaint notification and FNOL.

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Aggregators

Seamlessly work with aggregators and affiliates with full tracking and reporting functionality. Unique integration with Adsertor™ enables advanced customer analysis and profiling for cross and up-sell.

Software features

A feature rich out-of-the-box end-to-end quote and buy platform. Either cloud based or on premises with strong security architecture and fully GDPR compliance. The front-office solution enables rapid change to meet fast moving market demands. Integrated applications including postcode lookup, payment gateways, rating tables and so on. Broker and customer portals are fully customisable with broker branding and flexible question and data sets. The system is built to increase sales volumes with minimum implementation time.

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Quote and Buy


A highly cost effective omnichannel sales and administration platform.

Cloud based or on premises

Quotation

Rapid configuration

Policy binding

Direct debit payments

Credit and debit card payments

Document production

Responsive design on PC, tablet and smartphone

Multi-currency

API integrations

Postcode lookup

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Management and Marketing


Broker or customer self-service for MTA’s, renewals, complaints and FNOL, cross and upsell

MTA’s

Complaints logging

FNOL

Marketing permissions

Document storage

GDPR compliant

Safe and secure data storage

Customer self-service portal

User logins with permission-based profiles

Ongoing training for CPD

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Reporting


Bespoke real-time dashboard analytics on product and agent performance. Bordereaux production.

Commission calculation

Bordereaux production

Adsertor™ integration

Data export in multiple format

Affiliate reporting

Integration to external systems

Built in system support

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quodex solutions

Responsive on PC, tablet and smartphone.

Broker branded with intuitive design.

Simple to build, simple to use.

Product creation

Self-build with rapid deployment. Change premiums and risks with a few clicks. Configuration without coding. Complex ratings can be built in minutes.

Reporting

Automated bordereaux production. Export functionality to Excel, CSV for advanced analytics. Link to Adsertor for customer alaysis.

Broker set up

Create a broker branded portal in minutes. Link or build products and create multi-offering schemes.

Training

Built in CPD training portal on product rollout and update. Block users from sales until training completed.

PARTNERS

We are working with leading partners to support the Quodex platform help you achieve your goals.

We can introduce payment providers with whom we have developed API's for instant customer setup. We have agreed discounted rates that we can pass onto our customers.

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Harness the power of your Quodex customer data with Adsertor. A real-time predictive data analytics platform, that allows you to centralise, consolidate and simplify all your data into one system. Adsertor allows you to segment your data and personalise your customer engagement like never before.

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View the potential of quodex software

Transformative insurance software that is flexible, powerful and cost effective. Cloud hosted or on premises our omnichannel offering is scalable and agile. Get online to achieve your sales goals in a matter of hours.

Make the complex simple with Quodex.

Control affiliates and sub brokers

Whether you are working with affiliates, sub brokers, introducers or aggregators you have complete control with Quodex. With our bespoke dashboards you can view sales results in real-time and analyse trends to help you improve customer ROI.

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