A comprehensive digital suite for new business and post-issue servicing. This is the only multi-channel suite for agents/advisors, call centers, back office, direct-to-consumer and fraternal members that is designed and priced for the fraternal companies.
- This is a cloud platform that is specifically tailored for the small to mid-size fraternal marketplace and designed to integrate seamlessly with your existing PAS.
- Maintain your brand equity, fuel your growth and engage your members with our multi-device suite (laptops, tablets and smart devices).
- Receive lifetime enhancements in capability and technology at no additional cost.
Low cost. High speed. Low risk.
We’re Cloud Native
- Secure cloud or hybrid option
- Multi-device out-of-the-box
- No infrastructure, development or maintenance cost
- Platform to build your own smart apps
- Modern open source technology with security compliance (SSAE16)
We’re Cost Effective
- One low monthly fee – unlimited users, no transactions or seat fees
- Lifetime upgrades – technology and business capabilities
- Multi-channel out -of-the-box – agent/advisor, CSR, direct-to-member
- One platform for individual member and groups
- Maximize existing assets through pre-built APIs
We’re Intuitive
- Simple interface across any device
- Continuous experience (real-time across devices and channels)
- Highly configurable and branded to your business
- HIPAA and SOX compliant
- You have input to our product roadmap
Intellect Fraternal Suite: 1 Platform, 7 Apps
All Channels, All Products, All Devices - Cloud or Hybrid Models
Member Onboarding and New Business
Lead Closer Only insurance specific CRM
Needs AnalysisEngage and convince clients, drive sales
Quote and IllustrationSimplify and inform
E-AppSubmit or issue instantly
Self-servicing
Profile Management360º full account view
Customer ServicingAgent/advisor and customerself-service
Product ConfiguratorLaunch new products in days
