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Our Intermediary Service

Intermediary Agent Quote Portal

NVT provides a single key quote journey (via agent or API) to retrieve your full panel, regardless of where the insurers are hosted.

  • Save time by only entering risk details once.
  • Increase conversion by comparing all insurers & bespoke deals.
  • Integrate with your existing software house.

Customer Relationship Management

Generating a sales lead is a costly process, with our CRM it is possible to track the progress of a lead and also calculate next actions and action date time to maximise conversion.

  • Improve levels of customer service and resulting conversion.
  • Automate outbound actions (calls, emails, SMS).
  • Measure sales and lead provider performance.

Validation & Enrichment

Validation and enrichment can be configured pre quote, quote enrichment or as part of the on cover journey.

  • Increase accuracy of data capture and resulting insurer quotes.
  • Reduce incidences of fraud and moral hazard.
  • Maximise insurer quotability.

MI

We provide a series of standard MI reports covering the CRM and PCW services giving a full view of your sales "funnel".

  • Manage your sales funnel.
  • Measure agent performance.
  • Understand resourcing for optimum conversion and income.

Insurer Referral

Service Plus
With NVT you can set up rules for sending proposal docs to insurers to give the customer the best possible quote.

  • Reduce time taken for insurer referrals.
  • Only refer where likely to quote.
  • Measure referral performance.

Fees & Discounts

Service Plus
NVT can add broker admin fees, fees to cover net commission products, and discount fees. Fees can be dynamically calculated based on things like policy term, risk factors, or even customer premium.

  • Manage fee rules in real time.
  • Manage deposit rules in real time.
  • Optimise income and ensure transparency to end customers.

Customer Buy Online & Portal

Service Plus
Extending the quote journey to allow either full buy online or the ability to take customer deposit (via Barclaycard, Blink, Wordpay, Stripe, SagePay, etc).

  • Create customer quote journey and buy online for your niche products.
  • Use insurer portal for customer service requests.
  • Use insurer portal for MTA requests.

PCW Integration

Service Plus
NVT has live integrations with all price comparison sites, simplifying the go live process and handling millions of quotes per month.

  • Integrate with price comparison websites.
  • Use pricing tools to target risks.
  • Use dynamic landing pages to optimise conversion.

Accounting

Service Plus
NVT has the ability to enter bank transactions to produce reconciliation for insurer & add on payments, card payments received, and finance providers.

  • Reconcile insurer and customer payments.
  • Manage your insurer products completely on NVT.
  • Integrate with your finance provider.

API & Broker Portals

Service Plus
We have a portal that can be used by agents, or if required, all of the above functionality is available as an API to allow integration into your own systems.

  • Integrate NVT functionality into your own in-house applications.
  • Save time by optimising quote generation.