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.

Intermediary Agent Quote Portal

In the intricate landscape of niche insurance products, obtaining quotes can often be a complex and time-consuming task. Multiple sources, including your existing software providers, insurer portals, rate cards, and even manual referral processes, can scatter the quoting process. At NVT, we are dedicated to simplifying this by offering an efficient and all-encompassing solution through our Intermediary Agent Quote Portal service.

A Unified Quote Journey:

One of the key benefits of our service is the provision of a unified quote journey, accessible either through an agent interface or API integration. This singular entry point allows you to effortlessly retrieve quotes from your entire panel of insurers, regardless of where these insurers are hosted.

Streamlined Insurer Onboarding:

NVT streamlines the process of onboarding insurers, making it an attractive choice for many. Some insurers exclusively use NVT to distribute their products or manage their scheme business. For others, NVT becomes a pivotal component of their broader distribution strategy, serving as a seamless avenue to connect with agents and intermediaries.

Simplify and Optimise:

In summary, our Intermediary Agent Quote Portal service simplifies the quoting process, ensuring you access the best possible panel of insurers with minimal effort. The convenience of a unified quote journey, efficient insurer onboarding, and the ability to explore multiple quotes in parallel, all come together to empower intermediaries like you with a solution that is tailored to your specific needs. Save time, reduce complexity, and maximise your options with NVT.

Close

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 maxmise conversion.

Improve levels of customer service and resulting conversion.

Automate outbound actions (calls, emails, SMS).

Measure sales and lead provider performance.

Customer Relationship Management

Streamline Your Lead Management

Efficient lead management is crucial for turning prospects into loyal customers. Our CRM service is designed to simplify and optimise this process. With our CRM, you can effortlessly track lead progress and make data-driven decisions to maximise conversion rates.

Seamless Integration and Partner Connectivity

We've made it easy to integrate with marketing partners using NVT APIs. This allows you to automatically import leads from top partners like Quote Zone, Leads2Market, Leads2Quote, and PolicyLink. Furthermore, our CRM offers seamless integration options with various dialers and Salesforce.com, ensuring a smooth and customised experience. Boost your bottom line with our CRM solution, and start converting leads more effectively today.

Close

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.

Validation & Enrichment

At NVT, we are committed to providing you with comprehensive solutions that enhance the efficiency and effectiveness of your operations. Our Validation & Enrichment service is a versatile tool that can be tailored to your specific needs, offering a range of benefits that span the entire customer engagement journey.

Key Features:

1. Custom Configuration: Our Validation & Enrichment service offers the flexibility to configure it at various stages of your workflow. Whether you're in the pre-quote phase, need quote enrichment, or require assistance during the on-cover journey, our service seamlessly integrates into your processes.


2. Define Undesirable Responses: We understand that not all responses are created equal. With our service, you have the power to set criteria for undesirable responses. This means you can automatically filter out or flag any data that doesn't meet your standards. You can even override these settings based on your security profile, ensuring that your data remains secure and compliant.


3. Agent Empowerment: For agent-based sales, our Validation & Enrichment service empowers your agents with real-time data insights. They can access and utilise the service based on your data usage rules. This feature allows agents to correct customer-declared data or initiate additional inquiries, ultimately improving the quality and accuracy of the information gathered.


4. Data Sources: We offer access to a wide range of data sources to enhance your decision-making processes. If a data source is freely available for use, we provide it as a standard feature. However, please note that data usage may be subject to agreements with the data source owners. These data sources may include but are not limited to sanctions checks, mylicence, Companies House, and Google Search. In cases where a data source is chargeable, either by the data source owner or through a data aggregator like Lexis or Percayso, we'll guide you on the terms for direct access. It's important to highlight that NVT maintains integrations with these sources and doesn't impose additional charges for integration.

At NVT, our Validation & Enrichment service is designed to streamline your data validation and enhancement processes, ensuring that you have the most accurate and up-to-date information at your fingertips. Contact us today to explore how our service can benefit your organisation.

Close

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.

MI

Unlock the Power of Data to Enhance Your Business Performance

In the fast-paced world of today's business landscape, informed decision-making is key to success. Our Management Information (MI) service offers a robust suite of tools and reports designed to give you unparalleled insights into your sales "funnel." Whether you're looking to gain a comprehensive overview of your CRM and PCW services or need to delve deep into real-time data for customised reports, our MI service empowers you with the knowledge you need to make strategic choices that drive your business forward.

Key Features:

1. Standard MI Reports: Gain Clarity on Your Sales "Funnel"

Our MI service provides a series of standard reports that comprehensively cover your CRM and PCW services. These reports offer a full view of your sales "funnel," allowing you to track and analyse the entire customer journey. From initial lead generation to successful conversions and beyond, you'll have the data you need to optimise your sales process, identify bottlenecks, and drive growth.

2. Real-time Database Access: Customised Insights at Your Fingertips

For those seeking a more tailored approach to data analysis, our MI service goes a step further by offering access to a real-time database copy. With this capability, you can create and run custom reports on-demand. This means you have the flexibility to focus on the specific metrics and insights that matter most to your business, ensuring that your decision-making is always aligned with your unique goals and priorities.

At NVT, we understand that data is the backbone of successful business operations. Our MI service is designed to provide you with the tools and insights necessary to drive growth, improve customer satisfaction, and optimide your sales processes. Let us help you transform your data into actionable strategies and guide your business to new heights.

Close

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.

Insurer Referral

Key Features:

1. Effortless Proposal Submission: At NVT, we've streamlined the process of obtaining the most accurate insurance quotes. Our Insurer Referral service allows you to submit proposal documents to insurers seamlessly, ensuring you receive quotes tailored to your unique needs. No more hassles or delays in getting the right coverage.


2. Customised Automation: Tailoring your insurance procurement strategy has never been easier. With NVT, you can set up personalized rules to govern when and how proposal documents are sent to insurers. This automation saves you valuable time and effort, allowing you to focus on what matters most � making informed decisions.


3. Seamless API Integration: NVT's Insurer Referral service is designed to seamlessly integrate with insurers that have their own referral Application Programming Interfaces (APIs). This integration opens up a world of possibilities, giving you access to a broad network of insurers, thus expanding your quote options. This means you're more likely to find the perfect coverage at the most competitive rates.


4. NVT Insurer Service: For insurers hosted on our proprietary "NVT Insurer Service," the process is even more convenient. Responses from these insurers are automatically synchronised with your NVT account in real-time. This automation eliminates the need for manual tracking and ensures you're always up to date with the latest responses.


5. Detailed Reporting: NVT provides you with the tools to make informed decisions. Our Insurer Referral service includes comprehensive reporting, allowing you to monitor referral conversion rates and response times. These insights empower you to optimise your insurance procurement strategy, making sure you're always getting the best coverage and value.

Close

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 realtime.

Manage deposit rules in realtime.

Optimise income and ensure transparency to end customers.

Fees & Discounts

Key Features:

1. Customised Fee Structures:
   
   At NVT, we understand that flexibility and customisation are key to meeting the unique needs of our clients. Our Fees & Discounts service offers a comprehensive solution for managing various financial aspects of your insurance brokerage. With this service, you have the power to tailor your fee structures and discount options to precisely match your business requirements.


2. Versatile Fee Components:
   
   Our Fees & Discounts feature enables you to seamlessly incorporate several fee components, including:
   
   
   • BrokerAdminFeed: Implement fees to cover administrative tasks and overhead.
   • Net Commission Fees: Set fees to cover net commission products.
   • Discount Fees: Create discounts for net rating or other tailored purposes.


3. Dynamic Fee Calculations:
   
   We recognize that every insurance transaction can be distinct. Our service empowers you to adapt your fees and discounts based on a variety of factors, such as:
   
   
   • Policy Term: Set fees to adjust automatically based on policy duration.
   • Risk Factors: Dynamically calculate fees based on risk assessments.
   • Customer Premium: Customise fees according to the customer's premium level.


4. Tailored Pricing and Profitability:
   
   This feature ensures that you maintain optimal pricing accuracy and profitability while providing a personalised experience for your clients. Our Fees & Discounts feature not only simplifies the management of financial aspects in your insurance brokerage but also enhances your ability to offer competitive and tailored pricing to your clients.

Close

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.

Customer Buy Online & Portal

At NVT, we're committed to making the insurance purchasing journey as seamless and flexible as possible for you and your customers. Our Customer Buy Online & Portal Service is designed to empower both insurance providers and their clients with unprecedented convenience and customisation options.

1. Buy Online or Secure a Deposit:

With our platform, you have the freedom to tailor the buying process according to your specific needs. Depending on the insurer, you can either facilitate a full online purchase or provide customers with the option to secure their policy with a deposit. We understand that flexibility is key when it comes to insurance transactions, and we've got you covered.


2. Diverse Payment Options with Industry-Leading Partners:

We've partnered with renowned payment service providers, including Barclaycard, Blink, Worldpay, Stripe, SagePay, and more (with the option to add additional partners on request). This ensures a secure, seamless, and widely accepted payment experience for your customers.


3. Customised Documentation for Your Brand:

In addition to the standard insurer documents, you have the power to create tailor-made, brand-specific materials. Whether you need New Business letters, Add-On certificates, or any other documentation that reflects your unique identity, we provide you with the tools to do just that.


4. Payment Plans and Add-Ons Made Easy:

We understand that every insurance scenario is unique, and that's why we've equipped our service with a broad range of configuration options. You can easily set up payment plans and add-ons to suit your requirements. From calculating deposits and pricing to defining commissions and fees, you have the control to design plans that align with your business objectives.

Close

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.

PCW Integration

At NVT, we've simplified the process of integrating with price comparison websites, making it easier than ever for you to go live with your services. Our live integrations with all major price comparison sites are designed to simplify the entire go-live process.

1. Processing Capabilities:
   With the NVT, you gain access to a high-performance system that processes millions of quotes each month. This means you have a competitive edge, as you're always equipped with real-time data and insights to stay ahead in the fast-paced market.


2. Tailored Optimisation:
   As part of our PCW service, we empower intermediaries to take control of their success. You have the flexibility to configure quote and conversion optimisation rules that align with your unique business goals. This customisation ensures that you're maximising your conversion rates and making the most of every opportunity.


3. Personalised Customer Experience:
   We understand that every customer is unique, and their needs vary. With NVT, you can create and customise landing pages that cater to the distinct preferences of your audience. This means you can switch between 'on-cover' journeys based on the insurer and back-office system, providing a personalised experience that keeps your customers engaged and satisfied.

Simplify the complex, and focus on growing your business with the confidence that comes from partnering with NVT. Our cutting-edge technology and customization options empower you to thrive in a dynamic industry.

Close

Accounting

Service Plus

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

Reconcile insurer and customer payments.

Manage your insurer products completely on NVT.

Integrate with your finance provider.

Accounting

Our platform allows you to take control of your financial transactions with ease. One of the standout features we offer is the ability to enter bank transactions, enabling you to streamline the reconciliation process for various financial aspects of your brokerage business.

With NVT's broker accounting features, you can effortlessly manage and reconcile:

1. Insurer & add on payments:
   We facilitate the efficient tracking and reconciliation of payments from insurers and any additional sources, ensuring accuracy and transparency in your financial records. This feature simplifies the process of verifying payments, helping you maintain a clear financial overview of your business.


2. Card Payments Received:
   In today's digital age, card payments are a common method of receiving funds. NVT's accounting tools allow you to seamlessly handle and reconcile card payments, reducing the likelihood of errors and discrepancies. You can easily match card transactions to your records, providing a seamless accounting experience.


3. Finance Provider Reconciliation:
   Managing relationships with finance providers is a critical aspect of brokerage operations. Our platform simplifies the reconciliation of transactions with finance providers, helping you maintain a precise record of financial interactions. This feature ensures that you stay on top of your financial commitments and maintain a positive rapport with your financial partners.

NVT's broker accounting features offer a robust, user-friendly solution to streamline your financial management processes. Whether you choose to integrate with your existing back office or rely on our comprehensive accounting tools, you can count on NVT to provide the support you need to maintain accurate and up-to-date financial records, ultimately enhancing the efficiency and transparency of your brokerage operations.

Close

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.

API & Broker Portals

At NVT, we provide versatile options for accessing our services:

1. Broker Portals:
   Effortlessly manage your insurance operations with our dedicated Broker Portals. Benefit from streamlined communication, secure data management, and improved customer service, all within a user-friendly environment.


2. API Integration:
   Integrate our services seamlessly into your existing systems for enhanced customisation, automation, real-time data access, and a seamless user experience. Make your insurance processes more efficient and client-friendly with our API integration.

Contact us for a more agile and productive insurance business.

Close