Insurance & Mortgage
As a financial intermediary, what do you need to continue operating successfully in the future? Integrated software solutions that make your job easy, efficient and effective. Where your customer is at the center, and digitization is at the forefront.
Why choose Blinqx Insurance & Mortgage software?
Save time
Work efficiently with smart automation and connections
Improve customer relations
Always give your client the best overall advice.
Create overview
Find all the information you need in one central environment.
Connective working
Combine our platform with external solutions of your choice.
Optimize data exchange
Exchange data within the platform as well as with external software solutions
Accelerate your growth
Get real-time insight and optimize processes at every level.
Future-proof your organization.
Inspiring & Facilitating
No more forced choice between best-of-breed or best-of-suite.
Customer-driven
Advise your client at every stage with data-driven insight in 1 place, in 1 system.
From & for accountants
We come from the industry ourselves and develop with real expertise. We are also ready to help you get the most out of our system with support and knowledge events. Together we will get further!
AI solutions for Insurance & Mortgage
With these AI Agents and Power ups, you automate repetitive tasks and strengthen execution of all your work processes.
Risk Management Agent
AI Agent
Automatically populates the risk management application with insights from the conversation transcript. Makes risk inventories that were previously too laborious and provides immediate time savings for the advisor.
Claims Handling Agent
AI Agent
Automates complete claims processing from intake to decision. Assesses coverage, calculates benefits, checks fraud indicators, and prepares back office actions instantly. As a digital claims handler, it ensures faster processing, fewer errors and maximum control over the process.
Mortage Advice Agent
AI Agent
Instantly turns a customer conversation into a substantiated mortgage advice. Mortgage Advise Agent supports the preparation of appropriate and compliant advice based on customer data, income information and financing options: it analyzes scenarios, calculates monthly costs and identifies risks or deviations. This ensures faster advice, higher quality files and more certainty towards the customer and regulator.
Mail/Task Agent
AI Agent
Processes customer emails fully automatically by linking messages to the appropriate file, creating tasks and generating instant reply suggestions. Communication flows directly into your workflow, without a separate inbox. This prevents missed follow-ups and keeps the process organized and efficient.
KYC agent
AI Agent
New and existing customers are automatically checked against relevant laws and regulations. Identities, risk profiles and missing data are immediately revealed, including suggested follow-up actions. This makes onboarding faster and keeps the customer base demonstrably compliant.
Growth Accelerator
AI Agent
Discovers commercial opportunities in service calls and automatically sets up follow-ups in the CRM. This ensures more revenue from existing customer contact, without additional sales effort.
Customer Support Chatbot
AI Power-up
Answers customer questions directly and automatically via the application or website and seamlessly transfers to a staff member for complex questions. Delivers 24/7 support at scale, reducing support costs and improving service quality.
Data Access MCP server
AI Power-up
Connects internal and external data sources in one secure infrastructure, so AI agents always have up-to-date and contextual information. Makes data from systems readily available for analysis and automation. This prevents data silos and provides the foundation for reliable and scalable AI applications.
Compliance Guard
AI Power-up
Automatically checks every customer call for quality and compliance with processes and regulations. Identifies discrepancies early and makes compliance continuous rather than random. This lowers risk and increases audit readiness.
Smart Capture
AI Power-up
Automatically registers customer conversations in the correct file and immediately sets up follow-up actions, including summaries, tasks and emails. Administrative processing in the CRM is fully automatic. This reduces manual work and prevents crucial call details from being lost.
For financial advisors who think ahead
Blinqx Insurance & Mortgage offers innovative cloud software solutions that work seamlessly together under the same roof. In short: everything in-house for progressive advisors and service providers in the insurance and mortgage industry.
Advisory
Maximize your time and quality with our advice software. Provide fast and hassle-free appropriate advice around mortgages and insurance. With our software, your client is at the center of every stage of the process; from intake to aftercare.
CRM
Support your sales, marketing and customer service teams in all customer interactions. With CRM from Blinqx, you build an impeccable customer experience, from first contact with a prospect to closing a deal.
Data Intelligence
Make more of your business data with our BI solution. Share insights with your team, bring data to life and drive your organization with visibility.
Products
Compliance / KYC
Manage vital data and comply with ethical requirements and laws and regulations with our compliance software. Thanks to an AI-driven solution suite, we reduce regulatory burden at every stage of the process.
Products
Document Manager
Simplify your workflow with our AI-driven Document Management platform. With DMS from Blinqx, you save time by efficiently storing, creating, editing and sharing all your documents.
Products
Finance & Accounting
Improve the efficiency and productivity of your business with our financial software. Work smarter, from administration and forecasting to reporting.
Products
Blinqx Insurance & Mortgage products
Focused on users
Advisors
Experience the convenience of an all-in-one platform that gives you complete insight into your customers. Improve your customer relationships every step of the way and proactively reach out to your prospect and customer at the right time for personalized advice. Read all about eBlinqx for financial advisors here.
Service providers
Make your internal processes more efficient and effective so you can add value for your customers. This way, you’ll take care of your client portfolio like never before. Learn more about eBlinqx for service providers here.
Advisory firms
Facilitate all your core processes from one central environment. With this, your customer data and files are always available centrally and up-to-date to everyone. Also for self-collecting offices. Discover the software for your financial advisory office here.
Advisory chains
Facilitate all your core processes from one central environment. With this, your customer data and files are always available centrally and up-to-date to everyone. Also for self-collecting offices. Looking for software for your business? Find out more about eBlinqx for Advisory Chains here.
House proxy
Facilitate all your core processes from one central environment and take the back office off your customer’s hands in no time. Read all about eBlinqx Proxy here.
insurance exchange
Make it easy and efficient to take on special and complex risks from one central environment. Read more feed eBlinqx insurance exchange here.
Lenders
Improve your customer relations from orientation to active management from one central environment, including handy calculation and interest tools for you and your customer. With eBlinqx for lenders you digitize the entire process.
Reference
How Yellow Hive is laying a solid foundation for growth with Blinqx.
Milan Verzijlbergh, ICT Director: ‘Thanks to Blinqx’s software, we have improved the performance of the prolongation process and solved the administrative hiccups. We informed our team well about the new way of working and guided them during the transition.
They too work with Blinqx’s software
Want to know more about Blinqx Insurance & Mortgage?
Leave your information and we’ll be in touch!
Soelimen Lafkiri
Chief Commercial Officer
