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Platform Modules

What is the Dais Platform?

Dais is a digital platform custom built to be the backbone for the new insurance infrastructure. Insurance is evolving fast, and needs a flexible and powerful platform that can grow and adjust to the needs of the companies using it. 

The Dais platform isn’t just for carriers or agencies, it’s a platform that connects all parties in the insurance world: carriers, agencies, brokers, MGAs, service providers, and most importantly policyholders. This new world of being connected on the same platform, means that you can move faster and grow together with your key partners.

What is a module?

A module is a collection of services built to provide you with a specific benefit. Want to improve your customer experience or automate your intake process? We got you covered. Modules are set up so you can use as many as you want.

AGENCY PROGRAM MODULE

Whatever your agency’s specialty, grow it like crazy

The Dais Agency Program Module helps you grow industry specific programs. Using automated quoting through API’s or with key underwriters, your program will have all the tools it needs to drive growth for your agency.

Application setup
API connection

If API available

Underwriter
referral access
Agency management
Agency work queue
DIGITAL LEAD CAPTURE MODULE

Make connecting with you easy for your customers.

Make it so your customers can connect with you whenever and wherever they want. Digital intake customized to your needs makes connecting easy.

Customized
intake forms
Form production
Submission automation
Referral tracking
OCR MODULE

Never copy data from or to a digital form ever again.

Insurance requires a lot of forms, and sometimes that means manually grabbing data from one place to add it somewhere else. With the Dais OCR Module, your platform will read and write ACORDs and other documents you need.

Form reading

Turns form into data

Form generation

Turns data into form

CLAIMS CUSTOMER EXPERIENCE MODULE

Claims can be painful, your claims experience shouldn’t be.

Carefully designed to provide an easy and simple experience for policyholders, the claims customer experience module is an easy upgrade for your policyholders. 

First notice of loss
Status updates
Collaboration

With adjusters, customers, and
 service providers.

UNDERWRITER MODULE

Take a leap forward in how you manage your underwriters.

With performance analytics, workload balancing, and a centralized platform, your underwriters will have all the tools they need to be successful. 

Underwriter workbench
Workload optimization
Underwriter analytics
FLOW ANALYTICS MODULE

See how your partners engage with your business.

Working well with your partners makes all the difference for insurance. with the Flow Analytics Module, you get clarity into how your partners are responding to your business and specific data around your relationship.

Flow analytics
Success analytics
partner analytics
AGENCY DATA SHARING MODULE

Seamlessly share data with your distribution partners

Enable data flow among internal developers, external partners such as agents, distribution channels such as agency management systems, online marketplaces, and automation bots such as artificial intelligence.

Export AL3 data
To agency management system
WORKLOAD OPTIMIZATION MODULE

Scale your best people while lifting your margins

Don’t just add people, take your best talent and supercharge it. Give your staff the tools and technology they need to handle more business in less time. Help your staff triage their work, augment them with data, set up automatic actions on predefined events, and more.

Underwriter
Claims adjuster
Customer Service Rep.
CARRIER PROGRAM MODULE

Become the automatic carrier for the business you want most.

The Dais Carrier Program Module helps you and your agencies grow industry specific programs. Using automated quoting through API’s or a hosted rating engine, you’ll be able to connect your agencies into a system that makes intake and quoting easy. 

Tailored quoting customer experience
Tailored claims customer experience
Prefill
WARRANTY MODULE

Warranties made easy. Everything you need in one tool.

From sales to servicing, everything you need to run a great warranty program.

Warranty claims
Warranty policy
SMALL COMMERCIAL—AUTOMATION API MODULE

Give your agents the tools they need to dominate small commercial.

Small commercial can be more trouble than it’s worth, but having the right technology to back your programs makes all the difference.

API coaching
Developer documentation
Developer-friendly API
Authentication and security
Data prefill
Question management
Agency and Producer Management
INSTANT ONLINE QUOTING MODULE

Always on automatic growth for your agency.

Setup your agency with automatic intake and quoting so you’ll be able to grow without lifting a finger. (Includes Small Commercial/Automation API Module)

Customer experience
Instant online quoting and binding

For policyholders

Instant online quoting and binding

For agents

Can sit on top of existing core systems
SMALL COMMERCIAL END-TO-END MODULE

Give your agencies the tools they need to dominate small commercial.

Small commercial can be more trouble than it’s worth, but having the right technology to back your programs makes all the difference.

Quoting
Binding
Issuance
Claims front-end