Our Features
An assisted digital platform across products and financial services for partners with custom built APIs
Digital Issuance
- Our SaaS platform takes a 360 degree approach to serve the customer.
- Streamlined Digital issuance process provides more convenient and user-friendly experience.
- API integration with our Partners and ICs helps in quick policy issuance.
- Policy Administrative System (PAS) has the capability to store all the policy certificates and send data through API for IC Endorsement
Claim Management
- The Claims Management Module gives a comprehensive view to the user on the status of all metrics related to claims
- Complete claim management is done by the Claims Module with API linkage with the IC
- Roles for each user are set and reports for each user appropriately defines
- Mobile Claims app for the FOS helps reduce TAT for Claims substantially and enhance overall system capacity
Institutional Insights
- The dashboard provides a comprehensive overview of key statistics and metrics related to insurance, claims processing, issuance and reports
- Users have the ability to customize the dashboard layout or choose specific metrics to be displayed based on their preferences and most relevant information
- The Dashboard support the institution’s ability to analyze trends over time, help in forecasting future patterns
Organisational Mapping
- Organisational Mapping Module allows institutions to map their hierarchy in the portal – adding branches, users at different level into the system
- Unique Roles can be created by institutions to match their requirement
- Permissions allow to delegate responsibilities within the institution allowing for seamless Insurance delivery journey
Our Products
Offering a completely digital, seamless experience of delivery and end to end servicing, our products make distribution of financial services easy to implement.
FinSAAS
A Comprehensive Insurance Distribution Ecosystem For Institutions
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FinPRO
A Comprehensive Insurance Platform for Retail Agents
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FinWealth
An integrated Wealthtech Platform for the Wealth Distributors
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Who is Finhaat for
The B2B platform offers a robust delivery & servicing mechanism providing a one stop solution for its partners. It facilitates ease of implementation and customer servicing, ensuring a smooth and efficient process for both partners and their end customers.
Institutional Partners
Institutions that are already working with the Emerging India.
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Individual Partners
Micro entrepreneurs, trained & supported by Finhaat to offer financial services.
Become an Insurance PoSP
Become a Wealth Distributor
Supercharge your Business with Finhaat
BECOME A PARTNER TODAY
