agent portal

Post-Sale & Claims

Our insurance software simplifies post-sale tasks & claims. Empower agents to manage policy amendments, cancellations & FNOL in one portal. Improve service.

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Insurance Software

Why Post-Sale & Claims Module

The Post-sale & Claims Module is an essential component of our insurance software, designed to streamline all activities that occur after a policy is sold. It provides a centralized toolkit within the insurance agent portal for managing the entire policy lifecycle, from handling contract amendments, cancellations, and other servicing tasks to initiating the claims process. By automating workflows and consolidating tools, this module empowers agents to provide fast, efficient, and transparent service, significantly enhancing the customer experience during critical moments.

Comprehensive Policy Servicing

Easily manage all post-sale client needs, including policy amendments, endorsements, cancellations, and cessions, from one unified and intuitive interface.

Automated Workflows

Reduce manual effort and increase accuracy by automating routine post-sale and claims initiation tasks, freeing up your agents to focus on high-value client interactions.

Configurable Processes

Quickly adapt to changing business needs. Our software allows you to easily configure and modify post-sale and claims processes without requiring IT intervention.

Intuitive Agent Tools

Equip your team with user-friendly, automated tools designed to simplify complex operations and ensure a smooth, efficient experience for every user.

Post-sale & Claims Module

Streamline Post-Sale Policy Management

Deliver exceptional client service long after the initial sale. Our insurance software provides a comprehensive suite of tools that simplify and automate post-sale policy administration, giving your agents everything they need to manage client requests efficiently.

Complete Policy Servicing: Empower agents to handle all post-sale operations, including contract amendments, cancellations, and other critical servicing tasks, through a single, easy-to-use portal.

No-Code Process Configuration: Our flexible platform allows your business users to quickly configure and deploy changes to workflows, ensuring your processes always align with your agents' needs.

Automated and User-Friendly Functionality: The module is designed with numerous automated features that guide users through complex tasks, reducing errors and saving valuable time.

Post-sale & Claims Module

Simplify First Notice of Loss (FNOL) and Claims

Provide your clients with clarity and support when it matters most. The claims registration functionality in our insurance agent portal gives your agents the tools to initiate the claims process quickly and keep customers informed every step of the way.

Efficient Claim Registration: Initiate the First Notice of Loss (FNOL) process directly within the portal, capturing all necessary information to get the claim started.

Instant Coverage Verification: Agents can immediately verify policy coverages to confirm what is included and provide accurate information to the client from the outset.

Real-Time Status Tracking: Easily check the status of a claim or related payments, enabling your agents to provide timely and accurate updates to anxious clients.

Post-sale & Claims Module

This Is One of the Many Modules

The Post-sale & Claims Module is a core component of our interconnected insurance software ecosystem - Agent Portal. Our platform is built on a modular architecture, empowering you to create a solution perfectly suited to your business needs. While powerful on its own, this module delivers exponential value when integrated with our other solutions — such as the 360 Customer View, Policy Administration, and Sales Module — to create a truly unified and intelligent insurance platform.

Check Out Our Sales Module

Follow the sales results your insurance agents

Check Out Our 360
Agent View Module

Manage clients’ portfolio effectively

Check Out Our 360
Customer View Module

Deliver your insurance agents all up-to-date client's information

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)