Insurance expert, not a tech company? A ready-to-run platform
OIB Solutions delivers an out-of-the-box platform for your handlers and an extranet for your distributing brokers. Add policyholder portals where customers subscribe, view payment schedules and more. Grow sales and cut manual work.
Administration platform
Review customers, quotes and policies in one place. Run day-to-day servicing with minimal manual steps.
Broker extranet
Give distributing brokers a dedicated space to view their customers, quotes and policies. Track sales, produce commission statements and offer a modern, ergonomic toolkit.
- Sales tracking
- Commission statements
- Best-in-class tools
- Ergonomic UI
Reporting and compliance
Activity reporting for you and your brokers. Automated bordereaux and monthly Excel packs for carrier partners (sales, cancellations, etc.).
Open technology to modernise your distribution
Our management platform ships with APIs to plug in web or mobile subscription journeys. Configure new products faster, reduce IT spend and operating load.
Product configuration
Launch products quickly: rating, payment rails, document templates.
Renewals
Silent renewals with payment schedules and automated document delivery.
Endorsements
Handle endorsements with updated schedules and documents (certificates, attestations, etc.).
Cancellation
All cancellation scenarios—including three-click retail cancellation where applicable.
Compliance
For B2B covers, automatically screen beneficial owners against French asset-freeze lists.
Communications
Save time with automated emails triggered by handler actions.