360-degree Agent View Module streamlines interactions with agents by providing all their data, communication tools and solutions supporting their sales process.
The 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 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 in finding required information.
The platform assists your agents in customer retention management.
Our system offers a number of features designed to retain customers and encourage their return, including automatic emails and SMS, as well as notifications and reminders for 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
Our platform is also designed to aid agency sales, as it provides a comprehensive view at this level.
It is easy to configure the hierarchy and permissions so that cooperating 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 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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