Agent Portal - Insurance Software

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 solution for Insurance Company?

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Access to real-time information and KPIs
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Automation of insurance sales and after-sales processes
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High scalability and architectural flexibility
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6 modules that you buy together or separately
Our software solution for insurance industry 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.
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.
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Key Technology Features
Modular Architecture Solution For Insurers
We adopt a flexible modular architecture for our applications. 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 applications 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 products 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 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.​
Case Study
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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
photo
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
Frequently
asked questions
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
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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