Integrated platform for Insurance Industry
Vision Fintech is designed to unify disparate systems within financial institutions and accelerate the delivery of new functionalities. By acting as an integration layer and a rapid development environment, it enables organizations to bring new digital services to market significantly faster — without the need for complex coding or lengthy development cycles.
Each solution we implemented has been distilled into dedicated, purpose-built applications, allowing for flexible deployment, rapid customization, and seamless integration across various financial institutions.
Better align with shifting consumer behaviors and expectations leveraging employee’s modern way of work with agile and complex platform enabling easy build new application or integrate existing platforms and legacy systems into unified application.
Modular platform solving sales, operational, integration and growth pain points in Insurtech.
- Sales Force Automation
- Pperational processes
- Insurance specific workflows
- RPA and AI based automation
- Automated Lead Management
- Personalized Customer Engagement
- Efficient Workflow Automation
- Advanced Analytics & Reporting
- Seamless Integration
Empower your sales team to work smarter, not harder. Trusted by leading insurance providers, our software is the key to boosting productivity, increasing sales, and delivering superior customer satisfaction.
- Claims Processing Simplified
- Eligibility & Benefits Verification
- Automated Billing & Payments
- Policy Management
- Compliance & Reporting
- Integration with Practice Management Systems
- Customer Support Automation
Streamline your dental insurance operations, minimize administrative burdens, and provide better service to both patients and providers.
Streamline every aspect of your insurance business with purpose-built digital workflows—whether it’s processing reimbursements, managing claims, or delivering regulatory eLearning.
Our platform automates complex tasks, ensures compliance, and enhances collaboration across departments. Say goodbye to bottlenecks and hello to faster resolutions, improved accuracy, and a seamless experience for both employees and policyholders.
The effective management of negative information (e.g., anti-money laundering) which is associated with the clients, linked to clients and their associated activities:
- Negative Information Management
- Customer identification
- Negative data
- History
- Identifying clients at risk
- Management of decisions and recommendations
- Dashboards and reporting
Simplifies the management of employee conflict of interest declarations.
This module ensures employees understand regulatory requirements, remain accountable, and that the organization has effective mitigation strategies in place to address compliance risks.
- Management of the declaration completion process
- Automated declaration generation
- Fill-in process management
- Employee Collaboration
- Analyze employees' noncompliant sections
- Management of decisions and recommendations
- Dashboards and reporting
Automate your daily processes with RPA, AI and BPM:
- Time Tracking and Billing Automation
- Documents generation
- Settlement/ reimbursement automation
- Purchase to pay
- Invoice Automation
- Contract Management
- Electronic documents signature
- Enterprise Budget Management
Includes automated lead management, personalized customer engagement, efficient workflow automation, advanced analytics & reporting, and seamless integration
Simplifies claims processing, eligibility and benefits verification, automated billing and payments, policy management, compliance, and integration with practice systems
Tailored automation workflows for insurance processes—claims, reimbursements, regulatory eLearning, underwriting—with high configurability, improved compliance, and reduced errors
Manages negative information, customer identification, risk scoring, decision tracking, and real-time reporting dashboards to support robust AML compliance
Automates declaration generation and submission, monitors non‑compliant disclosures, and provides dashboards and decision support for enhanced governance
A comprehensive automation suite covering time tracking, invoice automation, document generation, contract management, e-signatures, purchase‑to‑pay flows, and enterprise budgeting
| Attachment | Size |
|---|---|
| Vision Insurtech | 4.41 MB |
