Vistre Workbench

Workbench for insurers and MGA's to manage day-to-day operations

Trust is our

cornerstone.

Vistre is the dependable choice for numerous satisfied customers who rely on us to manage their core insurance products with confidence.

We partner with global leaders such as Open AI, Microsoft Azure, Twilio and Cloudflare to ensure we deliver best in class software for your business.

Vistre Trust

The Vistre Workbench is simplicity at your fingertips

Contextual Broker

Messaging

Seamlessly engage with brokers through Vistre Messenger. All broker interactions are tied to the relevant policy or quote and the message history is retained indefinitely.

Automatic

Renewals

Let Vistre drive your renewals. Choose your pre-renewal timeframe and initiate all upcoming renewals automatically. Renewals are then instantly available for brokers to issue.

For your direct channel, the customer will receive their renewal email invite and can continue to pay and incept without your further intervention.

Dynamic Proposal

Forms

Vistre provides advanced proposal forms to handle both simple and complex proposal formats. Embed questions within questions, tie groups of questions to the scheme category chosen, turn on/off certain questions depending on class of business, and much more.

Powerful Reconciliation

Workbench

Protect your peace of mind by ensuring all due broker payments are managed and reconciled.

Leverage Rules

Automation

Vistre can define your scheme with built-in rules to automate the referral/approval/declinature of quotes. The rules can additionally be used to trigger automated premium loading, attachment of endorsement of conditions and changing between binding authorities.

Rating

Engine

The rating engine is highly flexible, allowing rates to be based on static pre-set premiums or dynamic coefficients with premium loadings. Apply ratings universally or by specific category within a scheme.

Claims

Capture

Drive analytics and reporting by using Vistre to record and track claims.