Adviser experience
Adviser Workspace
Prepare quotes, begin new business, and keep submitted cases moving with a clear adviser-facing workflow.
- Illustrations and product comparison
- New business intake
- Submission tracking and commissions
Avencia
Insurance Demo PlatformConnected showcase
Explore eight connected experiences spanning adviser-led sales, underwriting, policy operations, customer self-service, billing, and claims. This landing site is designed as the public front door for guided client demos.
Sales and intake
Policy servicing
Customer experience
Experience directory
Each card opens a dedicated experience. The wording here is intentionally client-facing so the landing page works as a showcase front door, not an internal operations page.
Adviser experience
Prepare quotes, begin new business, and keep submitted cases moving with a clear adviser-facing workflow.
Risk decisioning
Turn application disclosures into consistent case decisions with structured questions, evidence capture, and review outcomes.
Core operations
Manage products, applications, issuance, and servicing follow-up from one connected policy administration flow.
Customer management
Maintain customer profiles, beneficiary relationships, and policy linkages with a clean operational view.
Self-service
Give policyholders a polished self-service experience for billing, documents, service requests, and claims progress.
Financial operations
Track invoices, payment outcomes, grace periods, and reinstatement work in one premium operations workspace.
Claims servicing
Manage first notice, evidence review, approval decisions, and payout progress through the claims journey.
Showcase orchestration
Coordinate demo personas, readiness checks, and supporting reference data from a single control surface.
Journey map
Adviser creates and submits new business
Underwriting evaluates disclosures and evidence
Policy operations issues coverage and servicing readiness
Customer self-service extends into billing and claims visibility