Agilis Insurance Mobility Suite

1. Insurance
Mobility
Suite
YOUR LOGO
Confidential Page § 1

2. Agenda
1 Agilis Mobility Technology Foundation & Features
2 Benefits
Agilis
Mobility
3 A sneak peek at Agilis Mobility
4 About Agile Financial Technologies
Confidential Page § 2

3. Agenda
1 Agilis Mobility Technology Foundation & Features
2 Benefits
Agilis
Mobility
3 A sneak peek at Agilis Mobility
4 About Agile Financial Technologies
Confidential Page § 3

4. What is Agilis Mobility Suite
§ Multi-lingual, cross-platform
mobile application that
automates quotations,
underwriting functions, claims
management and analytics on
any Android device or iPhone
§ Can be provided to your
customers to manage their
policies on-line and view status
of claims
§ Provides full-fledged
functionality to enable your
agents capture details on the
field thus eliminating duplicate
data capture and document
collation
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5. Our vision for extended channels
AnyChannel®
2-way messaging Advisory, origination, Mobile Apps/ Portals
service management for Customers and
Agents
Agilis Core Insurance Channel Technology Vision
FB Quotations/ Claim Full Service and Interaction
Link to Agents/ Sales/ Claims Capabilities
Intimations/ live Interaction and
officers
Advice
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6. Technology Foundation
Employees/Branches
Channels (Brokers/Agents/Banks) Accounting &
Back-office
Reinsurers
Agilis Core Insurance
Customers
Oracle 11g
Client External Portals & Web Services
Business Logic
Database
Application Layer Business Layer Database Layer
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7. Application Features
The Mobile Branch
Field Activities
Client / Insurance Premium Endorsement Premium Claim Intimation Cover Note
Policy Enrollment Calculation Requests Collections Request Generation
Webservices & Message Queuing Services
Core Insurance System
- The mobile device would store captured information and store the
same in a queue
- Once a GPRS/EDGE network or WIFI is available, the data gets
pushed to the core system
- Webservices ensure that data on the mobile app is synced
dynamically
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8. Agenda
1 Agilis Mobility Technology Foundation & Features
2 Benefits
Agilis
Mobility
3 A sneak peek at Agilis Mobility
4 About Agile Financial Technologies
Confidential Page § 8

9. Agilis Mobility – Benefits
§ Agilis Mobility can become a highly differentiated channel for your
core business
§ Immediate impact as common transactions such as payments,
alerts, loss submission, emerge as competitive differentiators
§ Enables insurers rapidly reach emerging markets where mobile
devices and coverage exceed traditional connectivity
§ Agilis Mobility for agents and brokers will enable insurers to
differentiate and capture/retain distribution channel mindshare
§ Agilis Mobility will empower agents and brokers with just-in-time
account and product information and will enable a tailored
experience when they interact with their customers in the field
§ Agilis Mobility’s feature set will enable new applications to lower
loss-costs and improve underwriting data
Confidential Page § 9

10. Agenda
1 Agilis Mobility Technology Foundation & Features
2 Benefits
Agilis
Mobility
3 A sneak peek at Agilis Mobility
4 About Agile Financial Technologies
Confidential Page § 10

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16. Confidential Page § 16

17. Agenda
1 Agilis Mobility Technology Foundation & Features
2 Benefits
Agilis
Mobility
3 A sneak peek at Agilis Mobility
4 About Agile Financial Technologies
Confidential Page § 17

18. Corporate Overview
Products
Technology Solutions
The Company We Keep
Our Infrastructure
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19. Corporate Overview
Products
Technology Solutions
The Company We Keep
Our Infrastructure
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20. The Evolution
Agile Financial Technologies is an Indian IT company focused on providing products and services to the
Banking, Asset Management, Insurance, Financial Services and Capital Market sectors
Investors include IDG Ventures India (US$ 6.8Bn Fund) and Quvat, Singapore (US$ 1.2 Bn$ Fund)
M&A, Product Development and Services Delivery led by a strong management team
Strong management team with
Acquisition of intellectual property
OEM relationships with strategic experience in managing large Vertically integrated services
and IT/ITES companies focused
components to fill the value chain enterprises and executing large delivery process
on the BFSI sector
projects
Recognized as an emerging market leader in the provisioning of software products to the BFSI sector by
leading analyst firms and publications
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21. Milestones
Named in Gartner’s 2010 report as one of 25 leading BFS software
providers
Named in IBS Intelligence Sales League, 2010. Ranked # 6 in lending
solutions
Ranked 107 in the global Fintech 100 report for 2011
(American Banker/IDC Connect)
Awarded the “Best Asset Management Software Provider” in the Middle
East in 2011 by World Finance (UK)
Awarded the “Best Support Partner for Finance Companies for 2011” and
was a finalist for the “Star of Business Award” by SME Advisors & ADCB
Winner of Red Herring Asia 2012
Ranked amongst “Top 50 companies to watch out for” by ChannelWorld
India, March 2013
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22. Our Presence
Central & Eastern Europe Middle East
§ Russia
§ UAE
§ Poland
§ Oman
§ Kazakhstan
§ Bahrain
§ Kingdom of Saudi Arabia
§ Kuwait
§ Qatar
Asia Pacific
Africa
§ India (Global Delivery Center)
§ Mauritius § Sri Lanka
§ Kenya (Comesa Support Hub) § Indonesia
§ Tanzania § Malaysia
§ Uganda § Phillipines
§ Malawi § Singapore
§ Ethiopia
§ Nigeria (Ecowas Support Hub) Americas
§ Ghana
§ North America
§ Zambia
§ U.S.A.
§ Zimbabwe
§ South & Central America
§ Cameroon
§ Mexico
§ Togo
§ Carribean
§ Ivory Coast
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23. Corporate Overview
Products
Technology Solutions
The Company We Keep
Our Infrastructure
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24. Our application footprint
Financial Services Group
Bank Asset
Micro Mgmt
Pension Life General
Finance Fund Insurance Insurance
Co
Personal Private Banking &
Banking Corporate Banking Wealth Management
Trade Cash Wealth Family Banc
Loans Deposits Finance Loans Treasury PMS
Mgmt Mgmt Offices Assurance
Business functions within a financial services group that Agile FT’s software automates
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25. Banking Suite
Agilis Investment Management
• Wealth Management
• Funds Management
• Transfer Agency
• Financial Planning
• BancAssurance
• Stock Broking Back Office
• DMat
• Registrar (RTA)
Agilis Treasury Management
• Forex (interbank, merchant and loans & deposits)
• Fixed Income
• Money Market
• Equity
• Mutual Funds
• Derivatives (interest rate & currency),
• Commodities (bullion, silver, etc), among others
• Liabilties Management
Agilis BancAssurance
• Multi-carrier support
• Life and Non-Life underwriting workflow
• Reconciliation of policies, commissions, fee income
• Inward/outward commission reporting structure
• Customer relationship management
• Integration with Core Banking and Core Insurance engines
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26. Banking Suite
Agilis Lending
• Loan Origination
• Loan Management
• Loan Collections
Agilis Credit Monitoring
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27. Financial Inclusion
Agilis Universal Microfinance
• Core banking for MFIs
• CGAP Compliant
Agilis DoorStep Banking
• Last mile connectivity
• Hand-held based POS devices
• ISO8583 messaging based switch and controller
Agilis MicroInsurance
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28. Investment Management Suite
Exchange
Prop Book Fixed
Incomes
Money
Mkt
Real
Estate
Islamic
Forex
CRM
Traded
Deriva?ves
/Debt
Family
Instruments
Investments
Instruments
Family
Products
Corporate Treasury Bonds/ Bonds/ Vanilla
Integrated GL
Equity Treasury Buy Spot
Shares Debentures Sukuks Swaps
Bills Real Estate Trades
Conv.NonC
NAV
Wealth Managers Bonds Shariah
Preference Commercial Selling Forward Exotic Computation
Shares Floating/ Compliant
Papers Real Estate Trades Swaps
Fixed Equity
Mutual Funds Treasury Position
Warrants Bonds Certificate of Lease
Discounted Deposits Murabaha FX Swaps
Real Estate
Hedge Funds Market Risk
ETFs Bonds Call Buy/ Build/
Money Sell
Private Equity ALM
Asset Repos &
Options Backed Reverse
Portfolio Managers Securities Repos Exposure & Limits
Futures Floating
Insurance Funds Rate Agr
Options on
Futures
Pension Funds
Pricing Engine Settlement Manager Market Data Interface Integration APIs
Straight-Through Processing : Integrated Front/Mid/Back-office workflow
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29. Universal Lending Suite
Web Enabled Correspondence
Dashboards Email Alerts Mobile Alerts
User Interface & Tracking
Handheld POS
Presentation Layer
Individual/Group Shares/Savings Loan Origination, Loan Contract Credit Monitoring,
Agilis Smart Switch
Customer Account Appraisal & Execution & Recovery &
Creation Operations Approval Disbursement Closure
Branch Management
ATM Networks
Individuals Loan Processing Loans Savings/
Groups Shares
Workflow Deposits
Customer Information Products
Operations Management
Mobile Banking
Credit Risk
Management Reporting Engine Core Financial
Accounting General Ledger
Engine
System
Web Services
Agilis Lending Suite Last Mile
Connectivity
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30. Insurance
Core Insurance
• Agilis Non-Life
• Agilis Individual Life
• Agilis Group Life
• Agilis Health
• Agilis Pensions & Annuities
• Agilis Takaful
• Agilis MicroInsurance
• Agilite (Lite Non-Life Insurance – Live in 90 days)
Agilis Insurance Broking
• Rate comparison-Policy Administration-Claims follow up-Accounting
• All life and non-life businesses covered
• Powerful commission tracking
Agilis Channels
• BancAssurance
• Customer Self Service
• Agents
• Third Party Administrators
• Brokers
• Web Services
• Mobile Insurance
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31. Core Non-Life Insurance
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32. Life Insurance
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33. Corporate Overview
Products
Technology Solutions
The Company We Keep
Our Infrastructure
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34. Technology Services Offerings
Dedicated ODC setups Technology Solutions
• Project Management / Service Delivery • Business analysis and design
• Experienced Skill-sets with domain knowledge • On-premise support
• Process driven approach base on international • Offshore development services
best practices and standards
Dedicated
Offshore
Domain Knowledge Development Technology Skills
• Investment Management Center • Oracle
• Capital Markets • SQL Server
• Lending • .Net
• Islamic Finance • J2EE
• Trade finance & factoring • Jdeveloper/ADF
• Microfinance & microinsurance Technology
• Oracle Forms & Reports
• Life Insurance Solutions
• Non-Life (P&C) Insurance
• Takaful
• BancAssurance
• Insurance Broking
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35. Corporate Overview
Products
Technology Solutions
The Company We Keep
Our Infrastructure
Confidential Page § 35

36. Confidential Page § 36

37. The Company We Keep
Banking
Asset
Management
Financial
Services
Big Grape
Insurance
Insurance Brokers
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38. Corporate Overview
Products
Technology Solutions
The Company We Keep
Our Infrastructure
Confidential Page § 38

39. Infrastructure
§ India – Global Delivery Centre
- 150+ associates in product development, support and
delivery across Mumbai and Pune
- Mumbai : Investment Management & Insurance Groups
- Pune : Lending & Microfinance Group
§ Middle East & Africa
- Dubai Internet City
- Regional Support
- Sales
§ Rest of the world
- Level 1 & 2 support to regional clients through our
extensive reseller channel consisting of 30+ channel
partners in 20 countries
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40. For more information, write to: info@agile-ft.com
Visit us on: www.agile-ft.com
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