OIFTech offers IntelliOasis, a thorough insurance intermediary software designed to streamline communication and improve operational efficiency.
Features such as automated workflows, policy management, and integrated CRM solutions, the platform helps insurance professionals to manage their business effortlessly while ensuring compliance and improving customer engagement.
IntelliOasis can be found in
Insurance ,
CRM (Customer Relationship Management) ,
Contact Management Software ,
Real Estate CRM & Lead Management and
Marketing Automation Platforms
categories.
Google Web Risk Check: August 24, 2025 *
IntelliOasis Main Features
The Customer Relationship Management system helps you manage your client interactions effectively.
The Point of Sale App allows agents to access information remotely and manage leads.
You can track and manage new business opportunities in one place.
You can use data to gain insights and improve productivity in your business.
You can access policy information in real-time to serve customers better.
This helps you keep track of commissions easily, saving time on finance tasks.
You can organize and secure your documents according to your agency's needs.
This feature allows you to get policy documents directly from insurers without paper.
This feature automates the creation of compliance reports, making it faster and easier.
This feature gives you a single screen to see all important information in one place.
This system helps train your staff and improve their skills.
This feature helps you automate tasks to make work easier for your staff.
A ChatBot is available to improve customer service and answer questions.
We provide help to improve your brand and market your products effectively.
You can compare different insurance quotes easily with this feature.
IntelliOasis Benefits
With the POS app, your team can access important information from anywhere, helping them stay on top of their work.
You can track and manage new business opportunities all in one place, making it simpler to follow up with potential clients.
You can use data to see how to improve your team's work and focus on the best customer relationships.
With quick access to policy information, you can help customers better and faster.
You can save time on finance tasks, allowing your team to focus on more important work.
You can organize and secure documents easily, which helps keep everything in order and accessible.
You can get important policy documents directly into your system, reducing paperwork and saving time.
You can create compliance reports quickly, saving time and ensuring you meet all requirements.
By automating tasks, your team can work faster and feel happier because they spend less time on boring work.
This helps you see different insurance plans clearly, making it easier to choose the best one for your needs.
Who should use IntelliOasis?
Finance teams can track commissions and manage accounting tasks more effectively, allowing them to focus on important financial decisions.
Business owners can streamline their operations and improve productivity by automating workflows and managing leads in one place.
Insurance agents can use IntelliOasis to manage their clients and policies easily, saving time and improving service.
Insurance companies can benefit from automated reporting and compliance , making their operations smoother and more efficient.
Customer support teams can use the ChatBot and CRM features to provide quick answers and better service to clients.
Marketing professionals can improve their brand presence with social media support and custom engagement tools.
Technologies Used
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Extra Details
Year Established:
2024
Country:
India
SaaS Browser Published:
February 10, 2025
IntelliOasis Conclusion
OIFTech offers IntelliOasis, a thorough insurance intermediary software designed to streamline communication and improve operational efficiency. Features such as automated workflows, policy management, and integrated CRM solutions, the platform helps insurance professionals to manage their business effortlessly while ensuring compliance and improving customer engagement.
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Explore more SaaS in these related categories:
Insurance ,
CRM (Customer Relationship Management) ,
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Real Estate CRM & Lead Management and
Marketing Automation Platforms
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