Overview
What is Particeep Plug?
Particeep Plug is a turnkey solution provided by Particeep that aims to digitalize the subscription process for banking and insurance products. According to the vendor, this solution is designed to cater to businesses of all sizes in the banking, insurance, and distribution sectors, including banks,...
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Get StartedPricing
Basic
$990
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is Particeep Plug?
Particeep Plug is a turnkey solution provided by Particeep that aims to digitalize the subscription process for banking and insurance products. According to the vendor, this solution is designed to cater to businesses of all sizes in the banking, insurance, and distribution sectors, including banks, insurance companies, brokers, distributors, and e-commerce sites.
Key Features
Access to digital versions of banking products: Particeep Plug allows customers to easily subscribe to various banking products, such as account opening, credit, and life insurance, through digital channels.
Access to digital versions of insurance products: Particeep Plug also offers access to digital versions of property and casualty, business, and non-life insurance products, enabling customers to conveniently subscribe to insurance products online.
No-code editor for subscription path customization: Particeep Plug features a no-code editor that enables users to customize the subscription path steps according to their specific requirements, providing a tailored experience for customers.
Aggregation of third-party solutions in the subscription process: Particeep Plug integrates various third-party solutions, including document validation, signature, payment, and identification functionalities, to streamline the subscription process.
Integration of subscription paths on any interface: With Particeep Plug, users can seamlessly integrate their customized subscription paths on any website, application, or workstation, ensuring accessibility and convenience for customers.
Autonomous online subscription for end customers: Particeep Plug empowers end customers to autonomously complete their subscription process online, eliminating the need for manual assistance.
Advisors' ability to initiate subscriptions: Particeep Plug allows advisors to initiate subscriptions on behalf of customers, facilitating a personalized and guided subscription process.
Automation of subscription data sharing: Particeep Plug automates subscription data sharing through various methods, such as API, Webhook, and flat file, ensuring accurate and efficient transfer of subscription-related information.
Configuration of automatic email reminders: Particeep Plug enables users to configure automatic email reminders to reduce abandonment rates and improve the overall conversion rate of subscriptions.
Particeep Plug Features
- Supported: Multi-Branch
- Supported: Retail Banking
- Supported: Transaction Monitoring
- Supported: Billing & Invoicing
- Supported: Broker/Agent Portal
- Supported: Commission Management
- Supported: Customer Portal
- Supported: Document Management
- Supported: Insurance Rating
- Supported: Policy Management
- Supported: Quotes/Estimates
- Supported: Underwriting Management
- Supported: Dashboard
- Supported: Lead Management
- Supported: CRM
- Supported: Compliance Management
- Supported: Customer Engagement
- Supported: Electronic Payments
- Supported: Reporting/Analytics
- Supported: Client Database
- Supported: Commercial Mortgages
- Supported: Electronic Applications
- Supported: Loan Servicing
- Supported: Brokerage Management
- Supported: Loan Management
- Supported: Marketing Automation
- Supported: Single Sign On
- Supported: Third Party Integrations
Particeep Plug Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Web-Based, Mac, Windows, Linux, Chromebook |