GROUP 37 • INSURANCE SERVICES
Insurance Services
Prepare insurance enquiries, capture proposer/member/asset details, track document readiness, save cases locally and export a structured assistance pack. Final premium, underwriting, policy issuance, claim acceptance and insurer decisions remain with the authorised insurer/intermediary.
Preparation Overview
Case Readiness0%
Documents Marked0/0
Coverage Request₹0
Provider StatusPending
Enter case details and mark available documents.
Document Checklist
Exact documents vary by insurance type, insurer, underwriting rules, claim type and customer profile.
Provider / Policy Tracker
Provider status and quoted premium remain manual until a verified authorised integration is connected.
Case Actions
LocalSave Insurance Case
Keep the case locally for follow-up.
ExportCase JSON
Export structured enquiry and document readiness data.
ImportResume Existing Case
Import a previously saved insurance assistance case.
PrintClient Summary
Prepare a review sheet before insurer/provider submission.
ProviderInsurer Handoff
Live quotation/policy/claim workflow requires an authorised insurer/intermediary integration.
Provider ConnectorsSupportClaim / Policy Support
Use support workflow for follow-up and document requests.
Support Center