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Outcomes Insurers
Achieve with Banca Pro
From onboarding to renewal, BancaPro drives measurable efficiency across the bancassurance distribution lifecycle.
Faster product setup, rapid configuration, and quick bank partner onboarding accelerate launches and revenue realization.
Manage multiple products & bank partners on a single platform, reducing overhead & improving performance across branches and networks.
Configurable workflows aligned to bank SOPs and compliance enable expansion across banks without architectural changes.
Core Capabilities for Bancassurance Distribution at Scale
Drag-and-drop journey builder, no-code product configurator, and smart STP/NSTP workflow routing aligned to bank SOPs for new business, endorsements, and renewals.
Multi-tenant architecture supporting multiple banks and branches, with RM-friendly interfaces for both assisted sales and self-service digital journeys.
Onboard banks quickly with configurable journeys, access controls, and bank–product mapping for assigning products, rules, and journey variants per bank and branch.
Bank-specific UI configurations, configurable flows without coding, and a unified experience across web and mobile.
Built-in eKYC, AML, and FATCA compliance checks with API-ready integrations for core banking, CRM, CKYC, and real-time payment synchronization and instant policy issuance.
Real-time dashboards at RM, branch, and national bank partner levels for end-to-end tracking of cases, bottlenecks, and drop-offs across the distribution lifecycle
Orchestrating the Complete
Quote-to-Renewal Journey
BancaPro manages every stage of the distribution lifecycle through configurable modules built for bank-led insurance operations.
Configure product structures, rules, pricing, and validations with a no-code setup ready for deployment.
Bank-specific journeys, define rules, & onboard banks by assigning products, workflows, & lead management.
Manage the complete sales process including quote generation, proposal management, payments, & policy issuance workflows - with bank specific UI.
Monitor performance, conversions, and journey usage through real-time dashboards with configurable approval and exception workflows.
Built for Interoperability Across the Insurance and Banking Ecosystem
Natively integrates with Mozart ClaimsPro, InvestigatePro, UnderwritingPro, and RulesPro for end-to-end process continuity across the insurance value chain.
Connects with CRM, LMS, DMS, KYC, payments, and core policy administration systems to ensure consistent data and uninterrupted process flow across teams.
Prebuilt API frameworks reduce integration time, simplify bank partner onboarding, and support TPA and third-party external system connectivity with minimal development effort.
Integrates with core banking platforms and finance systems for real-time payment synchronization, automated confirmations, and instant policy issuance at point of sale.
The Platform Insurers Trust to Run Bancassurance at Scale
Configure journeys and workflows tailored to each bank’s processes, compliance, and approval structures
Bank-specific workflows
SOP-driven journeys
Compliance-aligned processes
Launch products and onboard bank partners quickly without heavy IT dependency
Rapid product launches
Quick bank onboarding
Reduced IT dependency
Track performance, manage workflows, and monitor bottlenecks across the distribution lifecycle
Real-time performance tracking
Complete journey visibility
Centralized workflow control
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Get answers to common questions
Find solutions to frequently asked questions regarding
Mozart Banca Pro
Mozart BancaPro is a digitized bancassurance distribution platform built for insurers and bank partners. It unifies product configuration, bank partner onboarding, and end-to-end journey orchestration on a single configurable platform.
No. BancaPro's no-code product configurator and drag-and-drop journey builder allow business teams to launch products, update workflows, and configure journeys without code changes or IT dependency.
BancaPro uses a multi-tenant architecture with configurable workflows, bank–product mapping, and bank-specific UI configurations, enabling each bank partner to operate with journeys and processes aligned to their own SOPs and compliance structures.
BancaPro includes built-in eKYC, AML, and FATCA compliance checks, along with role-based access controls, secure data handling, and a complete audit trail for every action across the distribution lifecycle.
Yes. BancaPro is API-ready and integrates with core banking, CRM, LMS, DMS, KYC, and payment systems, and also connects with the broader Mozart product suite including ClaimsPro, InvestigatePro, and UnderwritingPro.