Insurance Software:
Agent Portal

Give your network of insurance agents anintuitive and comprehensive tools empowering them to easily sell insurance products.

Unlock The Portal for Insurance Agents

Why is this Insurance Software for You?

Access to real-time information and KPIs

Automation of insurance sales and post-sales processes

High scalability and architectural flexibility

Insurance Software: 6 modules that you buy together or separately

Our insurance software solution 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 Services, Commission & Billing. You can buy them together or separately. We can customize Agent Portal to suit needs and business aims insurance agencies, as well as implement new functionalities. You can opt for a configuration for Life P&C insurance or both.

Sales Module

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

360 Customer Module

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

360 Agent Module

Explore business data insights, communication tools and sales support solutions for insurance agents in one place.

Sales Dashboards Module

Get a real-time overview of sales results.

Post-sale & Claims Services Module

Enhance post-sales customer service and claims registration.

Commission & Billing Module

Improve commission and billing processes handling.

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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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 your 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.

Key Technology Features

Modular Architecture Solution For Insurers

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

Maximizing Security

Our focus on data security includes preventing the accumulation of customer data in logs, encrypting sensitive information in transmitted messages, and using secure login methods such as Single Sign-On (SSO) and OAuth2. Your connections to our insurance software are encrypted, providing additional security. Independent security audits consistently rate our insurance software highly.

Performance Our Insurance Software

We want the user experience to be as excellent. We eliminate waiting times and deliver near-instant operations that were previously time-consuming.

Mobile- Ready

Our focus is on creating user interfaces (UI) and experiences (UX) that enable effortless navigation and immediate effectiveness. By utilizing Responsive Web Design (RWD) and, in some cases, Progressive Web Applications (PWA), we enhance accessibility and functionality our insurance software.

Cloud- Ready Software

We design our modules to be containerized, offering seamless deployment in both on-premises and cloud environments. Our approach is rooted in versatility, accommodating your preferences for deploying our product. Whether you choose local application servers, Kubernetes on your own infrastructure, or harnessing the advantages of a cloud provider, our solutions are adaptable.

Scalability

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

Omnichannel

We can quickly integrate our insurance software with insurance multi-agencies and add support for direct sales. Our flexible approach enables us to expose various channels through slightly modified sales forms or to design entirely new interfaces, all while seamlessly integrating with backend services via APIs. This solution enables straightforward reporting, which proves useful when analyzing insurance product sales performance across different channels.

API

In designing solutions, we ensure seamless external system communication, offering APIs in REST or SOAP based on needs. We provide these APIs in the OpenAPI standard with Swagger documentation. Prioritizing security, our APIs are safeguarded against unauthorized access using measures like Basic Auth, OAuth2, and OpenID Connect.

Referrences & Testimonials

Andy Moss

Co-Founder & CEO of Send Technology Solutions

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.

Monika Muszyńska

Operational Director of Warta (Talanx Group)

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.

Check Other References

Case Study

Janusz Januszkiewicz

Członek Zarządu

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

Janusz Januszkiewicz

Członek Zarządu

Let's talk!

Feel free to contact me to schedule a presentation of the solution.

Guide insurance buyers through the buying process

Maciej Wir-Konas

Project Manager of Agent Portal

Email: maciej.wir.konas@decerto.com

Frequently  
asked questions

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.

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.

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.

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.

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.

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.

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.

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.

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