360 Customer
View

360-degree Customer View Module delivers all up-to-date customer’s information from different sources and allows for effective customer relationships management.
Unlock the potential

Key business
advantages

Real-time data in one place
Holistic customer insight
Inteligent cross- and up-selling
Identifications of customer needs
360 Agent View

Give your agent all the necessary information on clients

Manage customer data easily
Our platform synchronizes the data from different systems online, aggregating it in real-time.
All the client’s data is available in one place and your agent has quick online access not only to personal information, purchased products, policies but also to claims or payments.
Our solution suggests activities to be performed either by the client or agent.
The system enables to continue the sales process started by the client in a different channel, providing them with a seamless omnichannel purchasing experience.
Real-time access to client information makes customer service more efficient.
Support your agent in
tailoring the offer to the customer’s needs
Our system supports cross-selling by suggesting other products that clients may be interested in based on analysis their data.
The portal generates product and up-sell recommendations taking into account the client’s preferences and demographic data.
Our solution includes many functionalities that facilitate analysis of customer’s needs such as interactive forms or questionnaires that can be easily configured and modified by business people.
Cross selling insurance policies

This is one of the many modules you can implement within our powerful Agent Portal

Product
Features

High level of security
Application running in the Amazon Web Service
Access from any device
Multilingual, customizable interface
Protection against authorized intrusion
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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