Sales Quotation System by Prudential Assurance Co. Singapore (Pte) Ltd. is an enterprise platform designed to help financial consultants and distribution partners create, compare, and manage insurance quotations quickly and accurately. By centralizing product rules, pricing, and underwriting guidelines, it delivers consistent, compliant quotes and generates professional proposal documents across web and mobile channels. The system streamlines the end-to-end sales journey—from needs analysis and product selection to quote versioning, approvals, and conversion to applications—enhancing speed, accuracy, and customer experience.
Key capabilities:
- Real-time premium calculation, including riders, payment terms, and configurable benefit options
- Guided needs-based selling and product comparison to support suitable recommendations
- Automated eligibility and underwriting checks with exception/approval workflows
- Document generation for benefit illustrations and proposals, with e-signature readiness
- Quote lifecycle management with version control, status tracking, and conversion to applications
- API integration with CRM, policy administration, pricing engines, KYC/AML, and payment systems
- Analytics dashboards for pipeline visibility, quote-to-bind insights, and performance tracking
- Role-based access, audit trails, and enterprise-grade data protection
- Mobile and tablet support, including offline capture with secure synchronization
Business outcomes:
- Faster time-to-quote and reduced manual effort
- Improved pricing accuracy and compliance with corporate standards
- Higher conversion rates through clearer comparisons and professional proposals
- Better customer experience with consistent, timely, and transparent quotations
Developer: Prudential Assurance Co. Singapore (Pte) Ltd.
Sales Quotation System is developed by Prudential Assurance Co. Singapore (Pte) Ltd. and is used by 1 user of Software Informer. The most popular versions of this product among our users are: 0.2, 0.3 and 6.6.
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