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Eliminate missed calls and transform routine incoming calls into revenue by automating quote intake, appointment scheduling, email/texting workflows, AMS/BMS/CRM updates, and client inquiries 24/7 with zero wait times.
Trusted by 100+ independent P&C insurance agencies across the United States and Canada to handle after-hours calls, reduce staff burnout, and scale operations without hiring additional administrative staff.
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- Real-time AMS/CRM/BMS updates (EZLynx, Applied Epic, Hawksoft, etc.)
- Enterprise Security: SOC2 Type 2 & GDPR certified for insurance compliance
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Trusted by 100+ insurance agencies saving 50+ hours per month on administrative calls, improving client satisfaction with instant responses, and capturing quotes that would otherwise be missed outside business hours.
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IntelliXform offers cloud based web portals and a mobile app for agencies, policyholders, prospects, claimants, premium auditors, third party integrators, law firms etc. It extends core system workflows further into a carrier’s insurance value chain collecting data at the point of origin without requiring carrier resources to push workflows
OMNICHANNEL EXPERIENCE
IntelliXform supports sales, marketing and distribution channels using the latest mobile and cloud based web application technology. Its ability to enable workflows for all user types in the insurance value chain on mobile as well as web based platforms allows carriers to offer superior omnichannel capabilities to their value chain. All the portals and mobile app are private branded offering carriers true digital transformation in insurance
NO CODE PLATFORM
The mobile and web platforms offer robust, no code features that enable changes to forms, data, messaging and alerts to support changing business needs well into the future thus protecting carrier investment
SEAMLESS INTEGRATION
IntelliXform integrates seamlessly with core systems protecting carrier investments in their core systems while providing new, modern technology to external stakeholders in the carrier’s value chain. While we support integration with older core systems using data interfaces, our preferred approach is API based real time integration
ADVANCED COLLABORATION
Our web portals and mobile app improve collaboration and customer relationship management between carriers, agencies, policyholders, claimants and other entities in the value chain using our state of the art Collaboration APIs. Video calls as well as text chat are fully supported between multiple users with a complete audit trail and without the need to lookup phone numbers
DISCONNECTED MODE
IntelliXform’s mobile app utilizes a disconnected mode for continued operation without Wi-Fi or cell coverage for most features
INTEGRATED AI SOLUTIONS
IntelliXform provides native out of the box integration with our injury reporting IntelliFROI solution as well as our loss reporting IntelliFNOL solution. Our AI based algorithms support all of these solutions
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