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Success story · Insurance · Singapore

Insurance agency and adviser sales platform

A quote-to-policy sales platform for a major Singapore insurer — supporting agency onboarding, adviser sales and policy conversion, in production for 8+ years across around 25 products.

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In production for 8+ years, supporting approximately 25 retail insurance products.

MSIG Insurance (Singapore) is part of the MS&AD Insurance Group — one of Asia’s leading general insurers, with over a century of presence in the region and a broad portfolio of retail and commercial products.

The challenge

MSIG needed a platform to run agency onboarding, adviser support, quote generation, policy conversion and product-specific sales workflows — all in one place.

What we did

  • Agency and adviser onboarding
  • Real-time quote generation
  • Policy generation and conversion
  • Sales tracking and lightweight CRM
  • Secure adviser mobile app (Android and iOS) for products including Travel and Maid insurance, backed by a web CRM with analytics dashboards
  • Administrative portal with role-based access control, payment tracking, and reporting for strategic decisions

The outcome

The platform supports a consistent distribution journey from quotation to policy across a large retail product base.

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