Envision 360° Turnkey Solutions:

Our strategic partnerships with Ewise and Guardrisk uniquely position us to offer customizable 360° turnkey solutions. Our turnkey solution includes:


Sales & Marketing

  • Licensing: Use of our FSP license to enable the marketing of financial services to your customer database
  • Data & Leads Supply: Our highly segmented consumer database and quality of profiling helps to innovate design & develop new products to your customer base.
  • Over 1000 call centre seats: Highly trained dedicated support for new customer acquisition, customer services and retention.
  • Digital Marketing: We have a strategic joint-venture with SA’s leading digital marketing solutions provider that utilises its in depth knowledge in order to gain global exposure for clients’ online assets – resulting in increased conversions from the web. This ethical company’s team of industry experts use Google approved methods and the latest technological innovations to achieve outstanding visibility, marketability and credibility for clients.
  • Retail Partnerships: We can take to market a variety of financial services products that combine lead generation and drive interaction with the products as well as a retail brand.
  • Product design: Innovative, tailor-made products to suit all partners' customer needs.
  • Confidential Test Incubation Division: We have the facility to develop new products with full NDA compliance that can test the viability of the product in the market place. We are able to forecast performance figures within a tightly controlled environment that is neutral to any distributor or insurer on behalf of our partners.
  • Quality Assurance: Our audit, survey, customer satisfaction index and mystery shopper capabilities sit neutral to any distribution centre and provide accurate, real time feedback on the performance of your products and the health of your customers.
  • Data Intelligence:
    • Sales Training Development
    • Portfolio of insurance products that suit direct distribution
    • Sales CRM (customer data capture)

QA Compliance, FAIS & FSB Regulation

Our in-house Quality Assurance (QA) and Compliance team provide peace of mind that your products and services are completely aligned with industry legislation and POPI restrictions. We provide…

  • Direct Marketing Compliance
  • Quality Assurance System
  • Juristic Representation Supervision
  • Pre- & Post Sales TCF Surveys

Insurance Administration

  • Consumer Data Privacy Control (deeply committed to safeguarding our costumer’s data)
  • Premium Collection (IGF)
  • Policy & billings administration
  • Re-insurer Solution
  • Access Insurer Product Distribution
  • Repudiation Management

Insurance Management Software

Bespoke solution: Part of the Envision group, our Bespoke Solution is specifically commissioned to design, develop, software to enhance the customer service experience for direct marketing distribution.

Our Bespoke Solution provides a web based solution for administration services on insurance policies which includes policy management, premium management, claims collation, client services (inbound outbound), policy fulfillment, reporting and API Suite. The software serves as a one stop shop for insurance policies because once take up, the user company will have a central system to access the entire life cycle of a policy.

Features of the system:

Web Based

The system is web based, a link will be sent to the user in order to gain access to the system and system administration functions will be performed by our Bespoke Solution. Setting up users can be done by a user with the authorisation rights as per business hierarchy. The client is in total control of creating and managing their user base.

Roles and Permissions

Each role within the system has different permission levels controlling access within the system. Task management allows users to manage, assign and raise tasks.

Workflow management

The system is used for the entire policy life cycle from lead capturing, activation to termination of the policy, and even after records can be stored for the regulated period and beyond. The aim is to enable the user to request changes to be made on their policy by raising a task to an agent who will update the policy accordingly. The policyholder can actually access the system from the website and request updates to their policy information and check progress on the claim and upload requested documentation in order to speed up the claim settlement process. Requested changes on a policy will be addressed by agents, the user will be able to see the changes taking affect when viewing their policy on the site.

API Suite

This allows for integration with a predefined schema that enables the system to communicate with any other in-house or third party system in order send and receive data. Authentication is done per business and product.


All reports are system generated; this includes dashboard reports, graph, pie charts and bar charts etc. Below is the sketch of the system depicting the policy lifecycle as provided for by the system:

Bespoke Solution
Bespoke Solution Product Lifecycle Infographic

Call Center Support

  • Call Centre IT support
  • Voice Call Logger
  • QA management
  • Sales Agent KPI Management
  • Call Centre Development & Advice