Better Sales & Distribution










Smarter Insurance Sales & Distribution
Seamless Insure offers a robust, cloud-native Sales & Distribution solution designed for insurance brokers, MGAs, and carriers. Built on a modern microservices architecture, Seamless empowers organizations to manage the entire sales lifecycle—from lead generation to policy issuance and renewal—within a single, intuitive platform.
Discover: Sales & Distribution Suite
Sales Portal
The Sales Portal is a user-friendly, web-based interface where sales teams, brokers, and partners can search for insurance products, generate quotes, and complete policy purchases. It supports both logged-in and guest users, enabling quick access to product information and seamless transaction flows. The portal is highly configurable per tenant, allowing for custom branding and tailored user journeys
My Pages
“My Pages” is the dedicated customer portal where policyholders can log in to view and manage their insurance policies, download documents, track quotes, and submit claims. The portal provides secure, self-service access to all relevant policy information, improving customer engagement and reducing administrative workload.
Commissions
Seamless offers a flexible commission engine that supports complex commission structures for new business and renewals. Commissions can be defined at multiple levels—manual entry, intermediary, sales channel, product, or organization. The system automatically calculates and applies the correct commission based on configurable rules, ensuring accurate payouts and transparent reporting.
Mobile App/Portal
The Mobile App/Portal extends the functionality of the Sales and Customer Portals to mobile devices, allowing users to access sales tools, manage policies, and interact with customers on the go. This ensures that sales teams and customers have 24/7 access to essential features, regardless of location.
Sales Channels
Seamless enables organizations to define and manage multiple sales channels (e.g., direct, telesales, intermediaries, partners). Each channel can have its own product lineup and commission strategy. Products must be linked to a sales channel to be available for sale, ensuring clear separation of offerings and accurate commission management.
Customer Authentication
Seamless supports robust customer authentication mechanisms, including forms-based login, multi-factor authentication (MFA), and configurable user roles and permissions. MFA can be enforced tenant-wide, and user access is managed through granular role-based controls, ensuring security and compliance for both sales and customer portals.
Key Capabilities
End-to-End Sales Management
Seamless enables you to manage customer accounts, track leads, and oversee the entire sales pipeline. The platform supports team management, sales commissions, and rewards, ensuring your sales force is motivated and performance-driven
Multi-Channel Distribution
Seamless supports distribution through multiple channels, including intermediaries, partners, and direct sales (both offline and via customer portals). This flexibility allows you to reach customers wherever they are and maximize your market presence.
Configurable Roles & Permissions
With granular role-based access, you can tailor user permissions for sales teams, administrators, and managers, ensuring secure and efficient operations.
Integrated Product & Policy Management
Seamless lets you build, launch, and manage insurance products, define sales processes, and handle policy administration—all in one place. Bulk policy imports and support for multiple carriers streamline complex operations.
Real-Time Reporting
Access standard and custom sales reports to monitor performance, extract actionable insights, and support data-driven decision-making.
Customer Self-Service
A dedicated customer portal allows clients to access quotes, manage policies, and submit claims, enhancing customer satisfaction and reducing administrative workload.
Hear It From Customers
See For Yourself

Can it integrate with existing CRM systems?
Yes, the Seamless Insure Sales & Distribution solution can integrate with existing CRM systems. The platform is built on a microservices architecture and supports modular adoption, allowing businesses to integrate only the features they need. Seamless offers API connectors through its "Seamless Connect" capability, which enables integration with third-party applications, including CRM systems.
This allows for two-way data exchange and process automation between Seamless and your current CRM, supporting a unified workflow for sales, customer management, and reporting.
If you need more technical details or specific CRM integration scenarios, Seamless provides developer guides and API documentation to support custom integrations
Stay in the inner circle
Subscribe to our newsletter
