360° Agent View Module
Our insurance software streamlines interactions with insurance agents by providing all their data, communication tools and solutions supporting their insurance sales process.
Key business
advantages
Give your Insurance agents an
overview of clients’ portfolio
Give your Insurance agents an
overview of clients’ portfolio
The 360 Customer View Module gives agents a full client portfolio overview, integrating data from multiple sources for quick access to key information and proactive service.
The insurance software 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.
Our insurance software can be configured to automatically send alerts or e-mail 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.
Give your Insurance agents an
overview of clients’ portfolio
The 360 Customer View Module gives agents a full client portfolio overview, integrating data from multiple sources for quick access to key information and proactive service.
The insurance software 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.
Our insurance software can be configured to automatically send alerts or e-mail 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.
Make leads management
more convenient
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The insurance software provides tools to efficiently capture, track, and convert leads, allowing for increased sales.
Our insurance software facilitates generating newsletters and e-mail or SMS campaigns.
Support agency management In Insurance Industry
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Our insurance software is 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 Software Agent Portal
FAQs
We've gathered answers to the questions we get asked most often.
The Policy Administration System (PAS) from Decerto is an advanced insurance tool for managing insurance policies. It offers functions such as creating and managing insurance policies, automating policy renewal processes, handling policy changes, managing claims, and generating reports and analyses.
Yes, Agent View is designed to easily integrate with other insurance systems, such as Policy Administration Systems (PAS), CRM systems, and other tools used in insurance organizations.
Our insurance software implementation process includes several stages: needs analysis, technical infrastructure preparation, system configuration and customization, insurance data migration, user training, system testing, and full deployment. Our team of experts supports clients at every stage to ensure a successful implementation.
The costs of using insurance software depend on several factors, such as the number of users, the scope of features, and specific integration requirements. Please contact our sales team to get a detailed quote and learn more about our pricing plans.
The Policy Administration System (PAS) from Decerto is an advanced insurance tool for managing insurance policies. It offers functions such as creating and managing insurance policies, automating policy renewal processes, handling policy changes, managing claims, and generating reports and analyses.
Implementing our insurance software requires the appropriate technical infrastructure, including servers, databases, and suitable software for integration with existing systems. The specific technical requirements are tailored individually to meet the needs of each company.
Yes, our insurance software is available on various devices, including computers, tablets, and smartphones. The mobile app allows insurance agents to access all insurance system features anytime and anywhere, increasing their efficiency and flexibility.
Yes, we provide full technical support after the implementation of our insurance software. Our technical support team is available to help resolve issues, answer questions, and provide insurance system updates and maintenance to ensure optimal performance.
Still have questions?
If you didn’t find the answer to your question on our website, please contact us. We’ll get back to you within 24 hours.
Let’s Build the Future of Insurance Together
Start a conversation with our team and discover how Decerto can accelerate your digital transformation.
