Avoka Transact® for Insurance

Avoka Transact for Insurance accelerates the digital transformation for customer acquisition, onboarding, and claim servicing for insurance providers, creating a digital experience in a fraction of the time of traditional solutions.

Solution Benefits
Acquire Customers

Drive policy and revenue growth on digital channels with frictionless applications and onboarding.

Reduce Onboarding Time

Go live in weeks, not months, with customer visible improvements, meeting time-to-market challenges without an IT overhaul.

Digital Transformation
Digital Transformation

Accelerate digital transformation for customers and agents by focusing on front office changes that bring immediate value.

Paper to Digital

  • Replace tedious paper and PDF onboarding forms with digital data capture, signatures, and identity validation.
  • Create a tailored digital process incorporating KYC and AML compliance.
  • Feed back-office system with no changes required, allowing rapid customer facing improvements without upsetting business processes.
  • Streamline customer interactions, allowing insurers to focus on relationships, not on filling out repetitive paper forms.
Time to Market

  • Launch new sales and customer service initiatives in months, not years, by using a digital engagement platform.
  • Create custom forms and applications to match current processes using a low-code platform without software development.
  • Make fast and frequent updates by changing data, without software release cycles.
  • Meet customer and channel demands without requiring complete back office digital overhauls.

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Application Bundling

  • Bundling is the packaging of multiple forms into a single submitted package, making it easier for your customers to complete and easier for you to process.
  • Capture basic information once, then automatically populate multiple application forms needed for different internal silos and compliance docs.  No more filling out name and address 5 times.
  • Cross Selling improves dramatically by giving multiple product choices, then automatically generating separate applications for each product chosen.
  • An entire package of documents is submitted together to the existing business process, eliminating the need for back office changes.

  • Accept customer input across channels, including phone, tablet, and desktop, as well as call center and agent office.
  • Begin a digital application on a phone or PC, complete it later with help from an agent or call center.
  • Track partially completed forms and applications, then reach out from the call center to assist with completion.
  • Share the same application information among customers, agent and call center.
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Start your customer-centric digital transformation today!

Capture the market opportunity for new products and improve business agility now, with fast-to-market digital onboarding from Avoka.

Customer Success

We make promises that if the unthinkable happens, we will be there for our customers. Avoka gives our customers a quick and efficient way to lodge a claim, anytime and anywhere, especially important in time of disaster. Feedback has been fantastic, and the time-to-market was absolutely critical.


– Director, Westpac General Insurance

Additional Resources