Convenient policy purchase and claims
Allow customers to buy policies or file claims remotely and conveniently using your own web/mobile application
Faster, more efficient internal operations
Fast-track key activities such as claims processing, policy buying and renewal with rule-based automation
Easy integration to existing systems
Connect with existing legacy systems, such as ERPs, Accounting Systems and more, either via API or integration bot
Shift your entire operations online through paperless workflows powered by automation & integration
AVAILABLE WORKFLOW APP TEMPLATES
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Customer Onboarding (KYC)
Make your KYC paperless. With digital forms and workflows, there’s no more lengthy paperwork or waiting time to get your clients on board
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Policy Purchasing Workflow
Create a digital workflow and custom forms using an insurance policy software where the policy purchasing process is automatically triggered once the client submits his/her purchase request
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Renewal Trigger and Workflow
Be automatically notified when policies are due for renewal by setting rule-based automations that enable you to offer clients policy renewal on time
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Claims Processing Workflow
Make it easy for clients to process claims for coverage or compensation with just a few clicks and taps in case of an untoward incident.
Other Things You Can Build Using Steer
Receipt/Invoice
Issuance
Integrate with your ERP/accounting system to automatically generate and send an invoice
Purchasing
Management
Efficiently manage the cross-department process of reordering fast-moving products
Interfaces
Public Interface
Let customers, distributors, and other partners quickly access products and services, FAQs, support, and more 24/7
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Customer Mobile App
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Web Widget
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Chatbot
Employee Interface
Steer equips your employees with a platform that enables them to manage and oversee activities real-time and work on urgent tasks anytime, anywhere
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Web
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Employee Mobile App