VInsure /Reach
Customers 360

One record per company. One number per person.

Every policy from every channel sits under one customer, so a search shows the whole relationship.

01Corporate 02Individual
One company, every product: motor, fleet, general, group medical.

One company, every product: motor, fleet, general, group medical.

01 · CORPORATE

Corporate customers

One record per company, keyed on its trade licence and found automatically.

01

One company page with every product it holds: Overview, Motor, General Insurance, Group Medical, Fleet, Transactions and Reminders.

02

Compliance approval is a platform rule: waiting → approved / not approved. Approval can be withdrawn, and an expired licence sends the company back for review. Fleet and group medical payments wait for approval.

03

KYC documents captured once and reused by every product. Broker-uploaded files are checked by staff first.

04

Credit facility for direct corporate clients, debited safely per payment.

05

Reminders before a trade licence expires.

SCREENS · 2
01 / 02
Every corporate client in one place, with licence and policy counters.
Every corporate client in one place, with licence and policy counters.
Compliance worklist: what is missing before a company can pay.
Compliance worklist: what is missing before a company can pay.
02 · INDIVIDUAL

Individual customers

One customer number per Emirates ID: every policy from every channel sits under one number, and the app shows it to the customer.

01

A profile showing a person's motor, medical and travel policies.

02

Searching by number shows the whole relationship.

SCREENS · 1
01 / 01
Individual customers with their policies.
Individual customers with their policies.
The flow

Compliance before business.

A company is approved once, and every product reuses it.

01 / 06
WHO STEPDECISIONNOW
STAFF
SYSTEM
LEDGER
STEP
STEP 01 / 06 SYSTEM
Company found
by trade licence STARTS WITH SYSTEM
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