Frequently Asked Questions

Last updated on 2021 March 9th

About Uuoni

Who or What is Uuoni?

Uuoni /You·only/, is an insurance business management platform for insurance intermediaries. We offer a full range of solutions to streamline processes from internal management to client management.

Why should I adopt Uuoni? - “I have been running my insurance / financial services business the same way for a long time, and I am comfortable with operating the way it is. (i.e. paper documentation process)”

Uuoni serves the continuity of your traditional business by making the technological adoption process as simple as we can. Our platform was created specifically for you and it encompasses solutions to your everyday needs. Easy to adopt, streamlined solutions to maximise efficiency and reduce idle time.

We are also a firm believer of going green, so we aim to reduce your paperwork as much as possible with our digital solutions.

Platform

What are the core features of Uuoni?

The core features are:

• Secure Cloud Storage for Clients’ Policies & Supporting Documents
• Client & Policy Transaction Management
• Internal Team Performance Management Tools
• Reporting Tools with Data Analytics

You can find out more about our features here.

How do I maximise the growth of my business / agency with Uuoni?

Uuoni is more than just a CRM (Customer Relationship Management) solution. We offer consolidated quote sourcing as well as customisable management features for every individual client that you have.

Fundamentally, our advancements into BIRT (Business Intelligence and Reporting Tools) allows intermediaries to leverage off data-driven analytics to boost the performance and position of your overall business.

For General Insurance Agents, can I still get quotes from my three (3) principal companies and manage them via Uuoni?

Absolutely! Our platform allows you to manage quotes from your principal insurers and also to share your personalised recommendations to your clients.

I have a legacy IT system with proprietary features & functionalities that I’d like to have built on top or with a CRM. Is this an offering Uuoni provides?

Yes, Uuoni is a Software-as-a-service (SaaS) business and our objective is to provide a “You Only” solution for your business needs. You can reach out to us here to find out more about our Enterprise plan.

How can I be assured that my existing data is properly transferred? - “My main concern about data migration to a new system / platform brings about anxiety associated with it being a tedious (manual) process, as well as my fear of loss of data.”

Fear not! We ensure that this is at the top of our priority when it comes to the onboarding of a new user.

Kindly register your interest here and let us assist you with our “virtual hand-holding process” to provide you with a peace of mind!

Support

How do I get started with Uuoni?

At Uuoni, we strongly believe in every agents' innate aspiration to scale and grow. Get started with us through our product demo video to find out a suitable plan for your business today!

If you are looking at the Individual and Teams plan, it's as easy as signing up and watching the demo video.

If you are looking at the Corporate plan, get in touch with us here.

How do I get in touch with Uuoni to find out more about the platform offering?

Kindly register your interest with us here and our Customer Success Staff will be in touch. By registering, we will give you priority access to our platform to get you started before the rest!

Where is Uuoni’s office based?

Uuoni was incorporated in Singapore to create a technological solution that resolves the challenges that agents or intermediaries are facing in the developed and / or developing business environment today.