+6589016004

info@quantalifetechnologies.com

services

Insurance Product Finder & Comparison

Simplify selection. Our platform enables Business Developers and owners to instantly search, filter, and compare insurance products across carriers—by features, pricing, risk class, and more.

New Client Onboarding Workflows

Onboard with confidence. Automate and streamline every step of the client onboarding journey with customizable workflows, ensuring accuracy, compliance, and a seamless experience including checklists and reminders.

Performance Measurement & Analytics

Track what matters. Gain visibility into carriers and product performance, client portfolio performance, and operational efficiency through intuitive dashboards and real-time analytics.

New Product Upload & Management

Manage new products with ease. Upload, categorize, and update insurance product information in a centralized system—ensuring consistency, version management and accessibility across your team.

Client Profile Management

Know your client better. Maintain comprehensive, always-up-to-date client profiles with embedded communication history, documents, preferences, and policy data.

KYC Checklist & Compliance Monitoring

Stay compliant by design. Use integrated KYC checklists and automated tracking to ensure all regulatory requirements are met onboarding to renewal.

Upsell & Resell Opportunities

QuantaLife’s AI continuously analyses changes in client profiles—whether from existing clients, dormant accounts, or past lost opportunities. It detects shifts such as lifestyle upgrades, business growth, or emerging coverage gaps, and proactively surfaces timely upsell and resell opportunities tailored to each client’s evolving needs.

Let’s build the future of insurance, together Contact Us Now!

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