Insurance Software

Agent Portal - 360° Agent's Workplace

Discover our comprehensive system for automating the work of insurance agents, trusted by leading insurers such as Warta (HDI/Talanx Group), Allianz and Vienna Insurance Group.

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FLAGSHIP PRODUCT

Agent Portal - 360° Agent's Workplace

Agent Portal serves as a comprehensive insurance CRM, empowering agents to manage the full sales workflow - from initial quoting and calculations to policy issuance, post-sale service, and customer support. This enables agents to operate efficiently, deliver exceptional client service, and drive better sales outcomes.

Access to real-time information
and KPIs

The Agent Portal gives agents and managers instant access to personalized data on sales performance, client portfolios, and commissions, enabling real-time performance tracking and informed business decision-making.

Automation of sales and post-sales processes

The system automates the entire policy lifecycle, from rapid multi-carrier quoting and binding to handling renewals, which significantly reduces an agent's administrative workload and minimizes the risk of errors.

Scalability and architectural flexibility

Its modern, microservices-based architecture ensures high system performance, even with a large number of users, and allows for easy expansion and flexible integration with other tools.

insurance Agent portal

Everything In One Place

Empower your network of insurance agents with an intuitive and comprehensive tool that enables them to effortlessly sell insurance products, access client information and portfolios, and carry out their daily activities on a centralized platform.

Sales Module

Accelerate the sales process by better matching offers to customer needs (customer experience).

360 Customer View Module

Gain full customer view based on real-time information from several sources.

360 Agent View Module

Explore business data insights, communication tools and sales support solutions for agents.

Sales Dashboards Module

Track sales results in real-time – your own and your team’s (as a manager).

Post-Sale & Claims Services Module

Improve commission and billing processes handling.

Commission & Billing Module

Improve commission and billing processes handling.

insurance agent portal

6 Modules That You Buy Together Or Separately

Our insurance software for insurers as an all-in-one solution. It is made up of 6 modules: Sales, 360 Customer View, 360 Agent View, Sales Dashboards, Post-Sale and Claims, Commission & Billing.

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Sales Module

Accelerate the sales process by better matching offers to customer needs (customer experience).

360° Customer View Module

Gain full customer view based on real-time information from several sources.

360° Agent View Module

Explore business data insights, communication tools and sales support solutions for agents.

Sales Dashboards Module

Track sales results in real-time – your own and your team’s (as a manager).

Post-Sale & Claims Module

Enhance post-sales customer service and claims registration.

Commission & Billing Module

Improve commission and billing processes handling.

insurance Agent portal

Key Technology Features

Legacy systems and fragmented sales networks are slowing insurers down. Our technology helps you modernize and stay competitive.

Modular Architecture

We adopt a flexible, modular architecture for our insurance software platform. This enables the rapid scaling of specific components and seamless technology upgrades that can be implemented gradually.With our LEGO-like approach, different applications can be combined effortlessly, allowing modules to be added or removed without affecting the rest of the system.

Maximizing Security

We take data protection seriously. Our approach prevents customer data from being stored in logs, encrypts sensitive information in transit, and uses secure authentication methods such as Single Sign-On (SSO) and OAuth2. All connections to our insurance platform are fully encrypted. Independent security audits consistently rank our software among the most secure in the industry.

Performance

We aim to deliver an exceptional user experience. Our technology eliminates waiting times and enables near-instant operations that used to take minutes.

Mobile-Ready

We design user interfaces (UI) and experiences (UX) that ensure effortless navigation and immediate effectiveness.By leveraging Responsive Web Design (RWD) and Progressive Web Applications (PWA), we make our insurance software accessible and efficient across all devices.

Cloud-Ready Software

Our modules are containerized for seamless deployment in both on-premises and cloud environments.This cloud-native design ensures flexibility and scalability — whether you prefer local application servers, Kubernetes on your infrastructure, or public cloud providers.

Scalability

Our insurance software solutions are built to be stateless or to synchronize state using external tools such as databases or queues. This architecture allows for effortless deployment of multiple module instances. By leveraging Kubernetes and other orchestration tools, we dynamically adjust the number of instances based on system load, ensuring efficient scaling with demand.

Omnichannel

We enable seamless integration with multi-agency systems and direct sales channels. Our flexible approach allows us to expose different channels via slightly modified sales forms or entirely new interfaces — all integrated with backend services through APIs. This setup supports transparent reporting and helps analyze insurance product performance across multiple sales channels.

API

Our solutions are built for seamless system communication, offering APIs in REST or SOAP, depending on requirements.We provide these APIs using the OpenAPI standard with Swagger documentation. Security is our priority — APIs are protected against unauthorized access using Basic Auth, OAuth2, and OpenID Connect.

Benefits

Empowerment Of Insurance Agents

Provide your agents with a user-friendly centralized platform where they can choose how to sell, and have access to all tools and data required to carry out their activities and results and better customer management.

Better Relationships With Agents

Improve relationships with agents and increase their satisfaction by making their daily tasks easier by streamlining customer service and providing all the necessary information.

Improved Productivity Insurance Processes

With features such as intuitiveness, transparency, automation, and time-saving functionalities, enable your agents to focus on their sales, thereby increasing their efficiency. This is the future of insurance industry.

Quick and accurate sales

Make selecting insurance products, up-selling and cross-selling, and managing renewals and leads convenient and customized through access to real-time data and the built-in functionalities of our platform.

Short time to market

Thanks to the flexible structure of our portal, which enables quick and easy configuration, users can instantly adapt to changing needs by modifying processes, screen layouts, widgets, step sequences, data requirements, information, and more. This allows the insurance company to be one step ahead of the competition.

Savings thanks insurance software

Save time of your agents and back-office staff and also reduce costs of sales, post-sale, training and other operation processes.

Omnichannel

Adopt a platform ready for your customers’ omnichannel experience.

Real-time customers data access

Get a comprehensive overview of your customers, agents data and sales performance on the fly.

Customer Testimonials & References

See what leading insurers say about working with Decerto.

Decerto designed and delivered a modern, secure, and intuitive sales platform that significantly improved our efficiency and gave business teams greater independence in product management. Their unique combination of deep insurance expertise and strong technological know-how, combined with agile delivery, ensured the project was completed on time and to the highest standards.

Rafał Zieliński

Product Owner at InterRisk TU S.A. Vienna Insurance Group

Our goal was to create a product that addresses the real needs of entrepreneurs, without burdening them with unnecessary formalities. Previously, declaring PKD codes was time-consuming and prone to error. With this new solution, we’ve eliminated that requirement, offering our clients comprehensive and effective coverage for their businesses.

Magdalena Soińska

Product Manager at Warta (HDI/Talanx Group)

The software built by Decerto is currently the most configurable group sales platform on the Polish market. Although our salespeople initially perceived the system as complicated, after a few improvements, it was accepted and is now used daily. The GOP system allowed us to transition from difficult-to-maintain systems and replace offline calculators with a very modern online system, which is now the primary tool in group insurance.

Paweł Zbroszczyk

Director of Software Development at Nationale Nederlanden

The migration was completed over a single weekend. We did not lose any data, and most of it gained in quality and consistency. It is worth noting that the Decerto team worked alongside us throughout the process. Even though there were two teams, we worked as if we were one unified entity, both at the management and development levels. Communication and mutual understanding were the key factors in the success of this project.

Piotr Bułka

COO & Board Member of Generali Group Poland

Decerto’s ability to adapt to our ever-evolving needs and deliver exceptional results, even in a highly demanding environment, truly sets them apart. Their expertise and commitment to quality were evident at every stage of the project. Thanks to their flexible approach and seamless collaboration, we were able to achieve our goals efficiently while maintaining the highest standards. They have proven to be a trusted partner who consistently goes above and beyond to ensure success.

Łukasz Ukleja

Director of Customer Relationship Department at Warta (HDI/Talanx Group)

We’ve known the team at Decerto for many years and they have been instrumental in supporting us with valuable resources to develop and deliver our Underwriting Workbench. They have deep knowledge of the insurance market coupled with technical excellence. I highly recommend that insurers and insurtechs seek them out.

Andy Moss

Co-Founder & CEO of Send Technology Solutions

Their flexible approach to problem-solving under challenging conditions was impressive. Decerto's delivered solution was praised by external stakeholders. Cooperative and responsive, the team enabled a smooth project workflow. With their phenomenal support, many third-party clients transact using the company's portal.

Monika Muszyńska

Operational Director of Warta (HDI / Talanx Group)

Used by the World's Leading Companies

Meet our Clients

Implement Insurance Software On Time & Within Budget

We present simple steps to ensure a smooth and successful implementation of insurance software. Whether you are upgrading existing systems or implementing new solutions, these tips will help you navigate the process confidently, minimize disruptions, and maximize your return on investment. These are the same steps we follow in our clients' projects.

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FAQs

We've gathered answers to the questions we get asked most often.

What is Agent Portal and how does it work?

Agent Portal is an advanced insurance CRM tool specifically designed for insurance agents. It helps manage customer relationships, automate daily tasks, track sales and post-sales activities, and integrate various insurance systems into one platform. This enables insurance agents to work more efficiently, having access to all necessary information in one place.

Is Agent Portal secure?

Yes, Agent Portal utilizes the latest security technologies, such as data encryption, secure login, and regular security audits. The insurance software also complies with international data security standards.

What is the implementation process for Agent Portal?

The implementation process for insurance software involves several stages, including needs analysis, technical infrastructure preparation, insurance 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.

What are the costs of using Agent Portal?

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 for a detailed quote and to learn more about our pricing plans.

What are the main features of Agent Portal?

Our insurance software offers a range of features, including customer management, automating sales and post-sales processes, generating sales reports and data analysis, document management, seamless integration with other insurance systems, manage claims, policy administration, customizing the user interface.

Can Agent Portal be integrated with existing systems?

Yes, our insurance software is designed to easily integrate with other insurance systems, such as policy management systems, CRM systems, and other insurance solutions used by the insurance industry.

Is Agent Portal available on mobile devices?

Yes, our insurance software is compatible with a range of devices, such as computers, tablets, and smartphones. The mobile application enables insurance agents to utilize all system functionalities wherever they are, enhancing their efficiency and flexibility.

Do you offer technical support after the implementation of Agent Portal?

Yes, we provide full technical support after the implementation of insurance software. Our technical support team is available to assist with troubleshooting, answering questions, and providing insurance system updates and maintenance to ensure its optimal performance.