POS/Agent Stack
Digitise & scale your POS insurance business without the need for coding
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Why choose POS/Agent Stack
Platform Ready for Instant Deployment
- Comprehensive solution for POS Agents to engage directly with consumers
- Access the widest range of insurance products with end-to-end digital purchase journeys
End-to-End Solution for POS Agents Business
- Seamless and digital POS Agent onboarding with customized dashboards
- Agents can oversee leads, track transactions, and manage payouts in one platform
Flexible Customization Options
- Activate your preferred insurer from our range of options
- Choose essential platforms from our full-stack solution to meet your business needs
Boosts Operational Efficiency
- Automates insurance sales processes, increasing operational productivity
- Reduces paperwork, accelerates processing, and minimizes errors
Our Offering / Solution / Products
POS Website / App
A fully digital platform for POS agents offering seamless onboarding, training, real-time commission tracking, and policy management
Digital onboarding flow
Simple and efficient onboarding for POS agents through a fully digital interface, ensuring quick activation
Training & certification module
An integrated system for training, examination, and certification of agents to meet regulatory standards
POS Passbook
A digital passbook that allows agents to check accrued and paid commissions, keeping them informed in real-time
Policy dashboard
A centralized dashboard to manage all customer policies, renewals, and track transactions efficiently
Directly Share Quote with Customer
POS Agents can directly share quote, proposal & policy with customer on various mediums including Whatsapp
Product Journeys
A streamlined process from quote generation to instant digital policy issuance, with integrated KYC validation, payment gateways
Quote generation
Seamlessly generate real-time insurance quotes based on customer details and preferred insurers
Proposal validation
Automatically validate proposals and customer details to ensure accuracy and minimize delays
KYC validation
Integrated KYC checks that validate customer identity, simplifying onboarding and ensuring regulatory compliance
Payment integration
Secure and efficient payment gateways, enabling instant policy issuance upon payment completion
Digital policy documents
Automatically generate and deliver policy documents digitally, reducing the need for physical paperwork
Admin / RM Dashboard
A comprehensive dashboard for managing POS agents, tracking performance, overseeing RM-POS relationships, and controlling product offerings
POS business visibility
Gain full visibility into agent activities, including sales performance, profiles, and product mapping
Manage RM-POS mapping
Assign and manage relationships between relationship managers and POS agents for effective oversight
Activate/Deactivate POS agents
Easily control agent activity and manage their access with just a click, ensuring streamlined operations
QC and product management
Manage agent onboarding quality checks and product offerings in one platform
Track POS profiles
Monitor individual agent profiles, including performance and activities, to ensure accountability
Analytics Dashboard
An analytics dashboard providing real-time insights into agent onboarding, sales performance, business metrics, quote visibility, and RM activities
Agent onboarding analytics
Track and analyze the onboarding process for all agents, ensuring smooth and efficient integration
Agent sales performance
Monitor agent sales data in real-time, providing insights into performance across various products
Business metrics dashboard
A high-level view of the business, with KPIs and metrics across sales, geography, and demographics
Quote visibility insights
Understand which insurers are visible in quotes and reasons for their non-availability, ensuring better user experience
RM performance dashboard
Track RM activities and performance to optimize agent relationships and drive higher sales
Automated Communication Module
Platform to send automated communication to agents during onboarding, sales, renewal, etc
Structured events and parameters
Pre-configured communication flows based on key events in the customer journey
Multi-channel outreach
Create automated outreach via SMS, email, and WhatsApp, ensuring timely engagement with agents and customers
Reminder setups
Configure reminders for agents and customers to complete critical tasks, such as renewals or pending proposals
Cross-sell notifications
Automated cross-sell campaigns to increase agent performance and maximize customer lifetime value (LTV)
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Value Added Services
Call center support
Opt for the call center team that is experienced in insurance that provides best guidnace to the customers and helps you maximize your conversion
Call center support
Opt for the call center team that is experienced in insurance that provides best guidnace to the customers and helps you maximize your conversion
Post sales support
A post sales support team that not only interacts with customers but also interacts with insurers to effectively provide a resultion for the case
Post sales support
A post sales support team that not only interacts with customers but also interacts with insurers to effectively provide a resultion for the case
Reconciliation support
Reduce the revenue leakage with a reconciliation team powered a custom built reconciliation product
Reconciliation support
Reduce the revenue leakage with a reconciliation team powered a custom built reconciliation product
Frequently Asked Questions
What is Coverstack’s PoSP platform, and how does it benefit agents?
Coverstack’s PoSP platform is a full-stack solution designed to empower agents by providing them with the tools to sell, renew, and manage customer policies. It features a digital onboarding flow, policy dashboards, automated sales attribution, and integrated communication tools to streamline the sales process and enhance agent productivity
How does the platform simplify the onboarding process for agents?
Our platform offers a seamless digital onboarding experience, including an IIB Bot for automatic verification on the IIB portal, a training, examination, and certification module, and a quality control (QC) module to ensure compliance and efficiency
What types of insurance products can agents sell through the POSP platform?
Agents can sell a wide range of pre-underwritten insurance products from 40+ integrated insurers. The platform supports end-to-end digital product journeys, including quote generation, proposal validation, KYC validation, payment processing, and policy document creation
Can I choose specific insurers in the POSP stack?
Yes, you can easily enable preferred insurers from our extensive list with just one click
How does Coverstack help in managing and optimizing agent performance?
Our Admin/RM Dashboard is designed for sales and acquisition teams to onboard agents, track their performance, manage RM-POS mapping, and optimize their sales efforts. It provides detailed visibility into agent business metrics and supports the management of POS teams
What analytics capabilities are included in the POSP platform?
Our Analytics Dashboard offers comprehensive insights into agent onboarding, sales, business performance, and more. Dashboards are available for various teams and are segmented by product, geography, insurer, date, and other relevant factors to help you make data-driven decisions
How does the Automated Communication Module work for agents?
The Automated Communication Module allows you to set up structured communication journeys using SMS, email, and WhatsApp. This includes reminders, nudges, automated renewal notifications, and cross-sell notifications to keep agents engaged and informed throughout their sales journey
What support services does Coverstack offer for agents?
We offer specialized call center support to guide agents through onboarding and sales processes, ensuring higher satisfaction and conversion rates. Additionally, our post-sales support team interacts with customers and insurers to resolve issues, and our reconciliation support team helps reduce revenue leakage
How does the platform ensure data security for customer information?
Our Policy Dashboard and other modules ensure that all customer Personally Identifiable Information (PII) is hidden, safeguarding both company and customer data. Role-specific access is provided to view policy documents and transaction details as needed
What happens if there is an issue with an insurer’s API or a failed transaction?
The Debugging Module helps your business team identify issues at the insurer level, such as quote visibility or KYC failures, and allows you to escalate these issues to the relevant stakeholders for quick resolution