What is Socrates Online?
Socrates Online is a powerful insurance management platform designed for both B2C and D2C operations. It streamlines the entire insurance lifecycle, including policy sales, underwriting, renewals, and user administration. Our system supports direct sales to consumers and sales through brokers and agents, integrating seamlessly with call centres, aggregators, and third-party providers via APIs.
B2C functionality ensures that insurance providers can effectively reach consumers through various channels, including partnerships with brokers and agents. Meanwhile, our D2C capabilities empower businesses to sell insurance products directly to their customers through their own online platforms, fostering a direct and personalised relationship.
Built to handle a wide variety of insurance products from multiple insurers, Socrates Online offers customisable features such as medical screening, claims notification, and intuitive quotation engines. Whether you manage large call centres or provide online self-service for customers, our scalable platform adapts to your unique business needs, enhancing customer experiences and driving growth.
With over 18 years of award-winning experience, Socrates Online empowers insurance providers to operate efficiently, reduce manual work, and respond swiftly to market demands. We're committed to delivering a flexible and robust solution that supports your business's growth and success.

Key Benefits
Streamlined Operations
Automate routine tasks to improve efficiency and reduce manual workload.
Enhanced Customer Experiences
Provide intuitive interfaces and responsive support to meet customer expectations.
Driving Growth
Leverage data insights and advanced tools to expand your market reach and increase sales.
Ensuring Compliance
Stay up-to-date with regulatory requirements through built-in compliance features.
Scalability
Adapt to your growing business needs with a platform designed for scalability.
Advanced Technology & Security
Leverage data insights and advanced tools to expand your market reach and increase sales.
Our platform facilitates
Underwriting and Quote Engines
Efficient Underwriting: Streamline the underwriting process with automated tools and comprehensive data management.
Dynamic Quotation:
Provide accurate and competitive quotes quickly, enhancing customer satisfaction and conversion rates.
Flexible Online Payments
Comprehensive Secure Payment Options:
Support for credit card, recurring payments, direct debit, payment links, Apple Pay, and Google Wallet to facilitate seamless transactions.
Enhanced Conversion Rates:
Offering multiple payment methods ensures convenience for your customers, driving higher conversion rates.
User Administration
Role-Based Access:
Manage user permissions and access levels to maintain security and operational efficiency.
Comprehensive Dashboards: Provide users with intuitive dashboards for easy navigation and management of their responsibilities.
Policy Sales and Management
Seamless Purchasing: Customers can easily browse, quote, and purchase, renew or endorse insurance policies directly through the platform.
Customisable Workflows: Tailor the sales process to fit your unique business requirements and customer journeys.
Customer Self-Service Portal
Members Area:
Offer a dedicated area where customers can manage their policies, accept renewals, and make adjustments independently.
Enhanced Customer Experience: Empower customers with tools to view and update their information, reducing administrative burdens and increasing satisfaction.

Advanced Technology & Security
At Socrates, we understand the critical importance of technology and security in today’s digital landscape. Socrates Online is built on a foundation of cutting-edge technology, ensuring robust performance and reliability. We employ stringent security measures, including CREST-approved penetration testing and PCI compliance checks, to protect your data and maintain trust.
Learn more about our Technology and Security
Product Lines
Personal Accident
Cover to pay out if you pass or are seriously injured in an accident and you can't claim compensation from a third party.
Travel
Financial protection, allowing travellers to focus on enjoying their trips instead of worrying about potential losses or disruptions.
GAP
Cover the difference between the current market value of a vehicle and the outstanding balance on the car loan or lease, which can occur due to depreciation.
Pet
Cover for unexpected veterinary expenses and other costs associated with owning a pet.
And more...
Various product lines ranging form Personal Accident, Agriculture to Car Hire Excess and we are always looking to expand our range - get in touch!
