Transform Your Brokerage with Powerful Quote Automation

    LifeQuota's comprehensive suite of features helps insurance brokers streamline workflows, reduce manual tasks, and close more policies. Our platform is specifically designed to address the unique challenges faced by insurance professionals in South Africa.

    Core Features

    Multi-Provider Quote Engine

    Generate quotes from up to 10 insurers simultaneously

    LifeQuota's powerful quote engine connects directly to South Africa's leading insurance providers, allowing you to fetch quotes from multiple insurers with a single data entry. No more logging into separate portals or re-entering the same information repeatedly.

    How it works:

    • Enter client information once in our unified interface
    • Select which insurance providers to include
    • Our system communicates with each provider's API
    • View all quotes side-by-side within minutes

    Benefits for brokers:

    • Reduce data entry time by up to 85%
    • Eliminate errors from manual re-entry
    • Present more options to clients
    • Compare coverage details across providers

    "The multi-provider quote system saves me hours every day. What used to take my entire morning now takes less than an hour to complete."

    — Michael Chen, Independent Insurance Broker
    Client Profile Management Demo

    Intelligent Client Profile Management

    Store and manage client information for instant re-quoting

    Our comprehensive client management system stores all client information securely, making it easy to access and update existing profiles when clients need new quotes or policy adjustments.

    Key capabilities:

    • Create detailed client profiles with all relevant information
    • Store questionnaire responses for medical and lifestyle factors
    • Set follow-up reminders for policy renewals
    • Track client communication history
    • Add notes and attachments to client profiles

    Benefits for brokers:

    • Instantly recall client information when needed
    • Provide faster service for returning clients
    • Reduce errors in client information
    • Create a complete view of each client relationship

    Quote Comparison Tools

    Present side-by-side comparisons to help clients make decisions

    Help your clients understand their options with our intuitive comparison tools that highlight key differences between policies.

    Features include:

    • Side-by-side premium comparisons
    • Coverage detail summaries
    • Benefit highlight indicators
    • Customizable comparison parameters
    • PDF export of comparisons

    Benefits for brokers:

    • Simplify complex policy information for clients
    • Highlight key differentiators between policies
    • Facilitate faster client decision-making
    • Position yourself as a thorough, detailed advisor

    Automated Documentation

    Generate professional documents in seconds

    Save hours of manual document preparation with our automated documentation system. LifeQuota generates professionally formatted quotes, proposals, and policy summaries with a single click.

    Document types available:

    • Quote summaries
    • Detailed policy comparisons
    • Product disclosure statements
    • Client recommendation reports
    • Application forms with pre-filled client information

    Benefits for brokers:

    • Present clients with professional, branded documents
    • Ensure compliance with regulatory requirements
    • Reduce time spent on administrative tasks
    • Maintain consistent quality across all client communications

    Broker Dashboard & Analytics

    Track your performance and identify growth opportunities

    Our comprehensive broker dashboard gives you full visibility into your business performance, helping you identify opportunities and optimize your operations.

    Dashboard metrics include:

    • Daily quotes generated
    • Quote-to-policy conversion rates
    • Average quote time
    • Provider performance comparisons
    • Client follow-up reminders
    • Monthly business trends

    Benefits for brokers:

    • Identify your most profitable insurance products
    • Track efficiency improvements
    • Set and monitor performance goals
    • Make data-driven business decisions

    Advanced Features

    API Integration

    Connect with your existing systems

    For Professional and Premium subscribers, our API allows you to integrate LifeQuota with your existing CRM, administrative systems, or custom applications.

    Integration capabilities:

    • Push/pull client data between systems
    • Trigger quote generation from external systems
    • Extract quote data for custom reporting
    • Automate workflow between platforms

    Benefits for brokers:

    • Create a seamless workflow across all business systems
    • Eliminate duplicate data entry
    • Build custom solutions for your unique business needs
    • Automate multi-step processes

    Custom Reports

    Generate insights specific to your business needs

    Premium subscribers gain access to our custom reporting engine, allowing you to create tailored reports that provide the exact insights you need.

    Reporting options:

    • Product performance analysis
    • Conversion funnel analysis
    • Client demographic insights
    • Seasonal trend identification
    • Provider comparison statistics

    Benefits for brokers:

    • Identify business optimization opportunities
    • Track the impact of process changes
    • Share key metrics with team members
    • Make informed business development decisions

    White-Label Solutions

    Enterprise-level customization

    For Enterprise subscribers, our white-label solution allows you to brand the platform as your own, creating a seamless experience for your team and clients.

    Customization options:

    • Custom domain integration
    • Branded interface with your colors and logo
    • Customized PDF templates
    • Custom email notifications
    • Tailored workflow configurations

    Benefits for brokers:

    • Strengthen your brand identity
    • Provide a consistent client experience
    • Differentiate your service offering
    • Create a proprietary technology advantage

    Security & Compliance Features

    Bank-Level Data Protection

    Keep your clients' sensitive information secure

    We implement the highest standards of data security to protect your clients' personal and financial information.

    Security measures include:

    • 256-bit AES encryption for all data
    • Secure TLS connections for all communications
    • Regular security audits and penetration testing
    • Strict access controls and authentication
    • Comprehensive audit logging

    Benefits for brokers:

    • Maintain client trust and confidence
    • Meet regulatory data protection requirements
    • Reduce risk of data breaches
    • Protect your business reputation

    Regulatory Compliance Tools

    Stay compliant with South African insurance regulations

    Our platform helps ensure your business stays compliant with all relevant insurance regulations in South Africa, including FAIS Act requirements.

    Compliance features:

    • Automated disclosure document generation
    • Record of advice templates
    • Audit trail for all client interactions
    • Compliant client communications
    • Regular updates to match changing regulations

    Benefits for brokers:

    • Reduce compliance-related administrative burden
    • Minimize risk of non-compliance penalties
    • Maintain proper documentation for audits
    • Stay up-to-date with regulatory changes

    Ready to Transform Your Insurance Brokerage?

    Join hundreds of insurance brokers across South Africa who are saving time, increasing sales, and delivering better service with LifeQuota.