Features / Insurance Purchase

Insurance Purchase

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Jen Aniston


Oct 12, 2025


5 min read

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Introduction

The Insurance Purchase Feature makes it effortless for students and agencies to buy mandatory insurance such as OSHC (Overseas Student Health Cover) directly through your consultancy's platform. Instead of sending students to external portals, manually collecting details, or coordinating through emails, everything is handled in one structured workflow. Students get clear guidance, policies are issued faster, and agencies benefit from transparent commission tracking for every insurance sold.

Challenges

Consultancies and agencies often face insurance-related complications because:

  • Students are unsure which insurance is mandatory:OSHC requirements differ by country and visa type, leading to confusion.
  • Manual data collection leads to mistakes:Incorrect names, passport numbers, or course dates often result in rejected or delayed policies.
  • Too many steps across multiple portals:If students need to research and navigate insurer websites, it often leads to confusion, errors and drop-offs.
  • Policies and receipts get scattered:Teams struggle to track who purchased insurance, which insurer was used, and whether documents were received.
  • No proper monitoring of commission earnings:Agencies lose track of which policies earn commissions or how much revenue they should receive.
  • No centralized insurance workflow:Different branches handle insurance differently, resulting in inconsistent service quality.

Solution

The Insurance Purchase feature streamlines the entire OSHC and mandatory insurance workflow.

It allows your team and agency partners to:

  • Guide students to the correct insurance package access for their destination and visa requirements.
  • Collect all required student details using structured forms to minimize errors.
  • Allow students or agency staff to purchase insurance instantly inside the portal.
  • Automatically attach the issued policy certificate to the student's profile.
  • Maintain a complete history of all purchased policies for easy reference.
  • Track commissions for each insurance sold and view partner earnings clearly.
  • Enable agency partners to sell insurance through their own portal with full transparency.
  • Send automated updates to students so they always know their next steps and what's pending.

With everything centralized, insurance purchasing becomes faster, more accurate, and easier for everyone involved.

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Results & Impact

A structured insurance workflow helps you:

  • Reduce processing time and avoid manual form errors.
  • Improve student satisfaction with faster policy issuance.
  • Support visa applications by ensuring the required OSHC is ready on time.
  • Increase revenue through clear and automated commission tracking.
  • Keep all policy documents organized and easily accessible.
  • Strengthen your service offering with a seamless, guided experience.

Why It Matters for Education Consultancies

Insurance is a mandatory requirement for international students and often the most confusing step for them.

A centralized insurance purchase system ensures:

  • Students get the correct OSHC coverage without confusion.
  • Agencies and branches follow a consistent, professional process.
  • All policy documents are properly stored and accessible.
  • Commission earnings are transparent and easy to track.
  • Your consultancy provides a complete, end-to-end experience.

Especially for agencies, this feature converts insurance purchases into a predictable revenue stream without extra effort or manual tracking.

Conclusion

By centralizing OSHC purchases, simplifying forms, and automating commission tracking, the platform turns insurance handling into a smooth, fast, and revenue-generating workflow. Students stay compliant, agencies get paid fairly, and your consultancy provides seamless support at every step.