uBind can be added seamlessly to any website

uBind can be added seamlessly to any website

  • Design adapts to mobile, tablet or desktop
  • Can be injected into any existing website, or a landing page provided by uBind
  • Branding tailored to your business
  • White-label capability for distribution partners
  • B2B setup available for wholesaling

Quote custom insurance products in real-time

Quote custom insurance products in real-time

  • Supports any product or scheme
  • Built-in rating engine
  • Real-time quoting based on your rating factors
  • Fully customisable question set with dynamic rules and referral conditions
  • Display premium estimate as you go

Accept online payments

  • Take payments via credit card (all major cards)
  • Take payments via EFT, direct debit, BPAY
  • Premium funding via your preferred lender
  • Customer can pay in monthly or annual instalments
  • Tax invoice sent to customer

Bind cover online

  • Issue policy documentation
  • Templates provided for quote schedule, cover letter, policy schedule, certificate of currency and tax invoice
  • Attach any additional documentation
  • Generate policy numbers

Customers can self-service their policies and claims

Customers can self-service their policies and claims

  • Creation of customer user accounts is automatic
  • Customers can access their policy information and documentation
  • Customers can adjust, renew or cancel their policies
  • Claims can be lodged using a workflow unique to each product
  • Customers can keep their personal information up-to-date

Brokers and agents can log in and process quotes and claims

Brokers and agents can log in and process quotes and claims

  • Brokers and agents can access your products using a secure login
  • Quote schedules can be created and emailed to customers
  • Accepted quotes can be bound into policies
  • Historical quotes and quote versions are saved for future use
  • Claims for active policies can be lodged by the broker or agent
  • Reporting for agents is available through visual dashboards and data exports

Policies can be adjusted, renewed or cancelled

Policies can be adjusted, renewed or cancelled

  • Policies can be managed by either the customer, a broker or an agent
  • Active policies can be adjusted with a premium refund or shortfall
  • Updated policy documentation is sent to the customer
  • Policies about to expire can be renewed through the portal
  • Claims for active policies can be lodged by the broker or agent
  • Active policies can be cancelled with a refund of the premium balance

Each uBind product has a unique claims workflows

  • Claims workflows have custom question sets, calculations and user roles
  • Supporting documentation can be attached to claims before submitting
  • Claims agents are notified of submitted claims assigned to them
  • Customers are notified as their claims progress

Referred quotes can be endorsed by an underwriter

  • Custom triggers can refer a quote to an underwriter for endorsement
  • The underwriter can add custom loading ratios or amounts to the premium
  • Custom endorsement text can be added to the policy documentation
  • Endorsed quotes can then be released for the customer or agent to bind

Integrate with key services

  • Integrates with your broking/underwriting system; no double entry
  • CRM: Salesforce, Pipedrive and more
  • Data exports (CSV, XLS,XML,JSON,other)
  • Connects to inbound APIs for easy integration
  • Daily strike rate report and monthly bordereau

Discover how uBind can help your company sell insurance online

Request a free consultation and a member of our team will guide you through the key features and capabilities of the platform.

A member of our team will contact you within one business day

  Call us now on 1300 824 631