360-degree Agent View Module streamlines interactions with insurance agents by providing all their data, communication tools and solutions supporting their insurance sales process.
A coherent overview of insurance clients' portfolios
Maintaining customer loyalty
Convenient leads capabilities by insurance company
Efficient insurance agency management in insurance industry
Give your Insurance agent an overview of clients’ portfolio
The insurance system provides contextual awareness and visual summaries of clients' information from different systems, e.g., number of policies to be renewed, anniversaries of life policies, new claims, etc.
The Agent Portal can be configured to automatically send alerts or email notifications in specific situations, such as upcoming renewal dates, late payments, or the registration of claims.
Data access is facilitated by advanced filtering and searching functionalities that help insurance agent in finding required information.
Support The Renewals Management Process In Your Insurance Company
The platform assists your insurance agents in clients retention management.
Our software for insurance offers many features designed to retain customers and encourage their return, including automatic emails and SMS, as well as notifications and reminders for insurance agents.
The portal provides tools to efficiently capture, track, and convert leads, allowing for increased sales
It also facilitates generating newsletters and email or SMS campaigns.
Support agency management In Insurance Industry
Our platform is also designed to aid insurance agency sales, as it provides a comprehensive view at this level.
It is easy to configure the hierarchy and permissions so that cooperating insurance agents can access their colleagues' data and supervisors can track overall performance and manage tasks efficiently.
This is one of the many modules you can implement within our powerful Insurance Agent Portal
We’re the main provider of IT services to Generali’s Polish unit. We’ve been working with them since 2006, building dozens of modules, including the main systems that power their operations...Show more
Ready-made solutions for quick implementation
We’re the main provider of IT services to Generali’s Polish unit. We’ve been working with them since 2006, building dozens of modules, including the main systems that power their operations...Show more
Ready-made solutions for quick implementation
We’re the main provider of IT services to Generali’s Polish unit. We’ve been working with them since 2006, building dozens of modules, including the main systems that power their operations...Show more
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