VInsure
How an enquiry becomes a sale
App and website leads go in equal turns to sellers who are online right now. Anyone on leave is skipped. The same customer on the same day keeps the same advisor.
It arrives through any door: the mobile app, the website, staff (phone or walk-in), brokers, the broker API and aggregators, renewals, or enquiry forms.
The owner is told at once: a bell in the portal and a live on-screen alert.
Follow-up is enforced. Saving "didn't pick up", "call back later" or "quoted" creates a callback. The owner is reminded before, at and after the time. A missed callback escalates to a manager.
Managers see it live: a seller's "My dashboard", a manager's "Sales team" view with live presence, and a broker's "My broker" view.
Leave in two clicks. Routing stops sending leads the same day, and managers see who is away.
Customers are emailed from templates, and every email is logged.
Roles, permissions and audit
Each person sees and does only what their role allows, down to view, create, edit or delete per feature, enforced on the server.
Roles for every party: admin, supervisor, underwriter, agent manager, agent, broker admin, broker agent, claims, finance, garage, contractor, loss adjuster and customer.
Staff administration: branches, agencies, commissions, discount rights, issuing limits and schedules.
Audit everywhere: user history, broker change history, an integration call log and the finance audit trail.
Notifications: an in-app notification centre, live alerts, and hundreds of ready email templates with a full send log.
Knowledge Base and AI assistant
An AI assistant in English and Arabic (including Arabizi) that answers from your approved knowledge. Every factual sentence carries a quote from its source.
“An AI assistant that shows its receipts.”
A Knowledge Base for staff: articles, categories, tags, canned replies, article requests and analytics.
If it doesn't know, it says so, and the gap goes to the KB team's to-do list.
Automation API and integrations
A keyed automation API lets chatbots and partner systems look up policies and claims, check settlement status and add notes safely.
Connected to the UAE ecosystem: traffic authorities, the national ID service, national driver and vehicle data, health authority and continuity services, UAE card gateways, SMS, email, push notifications and aggregators.
Bridges to a legacy core during migration, so you can move at your own pace.
How an enquiry becomes a sale.
Routing, alerts, callbacks and escalation, enforced by the system.