Online Customer Sales Application
Give your clients the freedom to purchase insurance online — anytime, anywhere. Our intuitive application guides them through every step of the buying journey, from quote to policy issuance.
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Why Online Customer Sales Application?
Our Online Customer Sales Application is a modern, intuitive platform that guides customers through a fast and seamless insurance purchase journey. Built on deep industry expertise and flexible tools like Higson, it enables quick customization of sales paths and insurance products. Customers can easily select and personalize their coverage using dynamic, streamlined forms, while insurers benefit from smooth data migration, system integration, and full process automation. The result is a fully digital, user-friendly experience that reduces purchase time to just a few minutes and helps insurers stay competitive.
Intuitive insurance tool for customers
Our deep insurance industry expertise enables process automation, which translates into time savings and increased productivity.
Configurable sales path
Our flexible and configurable tools, such as Higson, allow for the rapid customization and launch of new insurance products, giving you a competitive edge.
Easy selection and customization of insurance offer
We specialize in data migration and systems integration, guaranteeing a smooth and secure transition from legacy systems to modern, scalable platforms.
5 Steps to Purchase Insurance Online
Our insurance software provides the customer with an intuitive insurance sales path. It consists of only 4 screens containing simple insurance forms. Purchasing time rarely exceeds 5 minutes.
1. Choice of Insurance Product
Let your customers easily explore and select the insurance product that best fits their needs. Our intuitive platform uses dynamic forms that adapt to user input, ensuring only relevant questions and a smooth start to the buying journey.
2. Presentation of Insurance Offers
Present multiple personalized insurance offers so clients can compare coverage, premiums, and benefits in one view. They can also customize their offer, while pricing is calculated instantly through integrated rating engines for full accuracy.
3. Collection of Required Data
Gather all remaining information needed to issue the policy quickly and securely. Customers can complete missing details, upload documents, and provide required consents through configurable, product-specific forms.
4. Payment & Policy Issuance
Enable customers to make secure electronic payments and instantly receive their digital policy documents. The platform supports remote KYC and e-signature, allowing the entire process to be completed online.
5. Customization of the Sales Path
Easily configure your insurance sales process to match your company’s workflows and branding. Adjust steps, layouts, and data fields without coding, while maintaining a seamless omnichannel experience across systems.
Choice of Insurance Product
Let your customers easily explore and choose the right insurance product for their needs.
Our online insurance sales platform uses dynamic forms that adapt based on previous answers, collecting only essential data for quote generation.
It collects only the information necessary to present the insurance offer.
Presentation of Insurance Offers
Present multiple tailored insurance offers and let customers choose what fits them best.
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They can compare plans based on coverage, premium, or insured sum — or even create a custom offer themselves.
Premiums can be calculated directly in our Customer Sales Application or via your integrated pricing engine.
See our insurance Fast Quote concept
Collection of Required Data
Gather all remaining information necessary to issue the policy.
Customers can provide missing details, upload documents, and confirm required consents and declarations — all in a secure, user-friendly environment.
The data fields are fully configurable, depending on product type, coverage, or sales channel.
Payment & Policy Issuance
Enable smooth and secure premium payments through electronic channels.
Once payment is confirmed, the customer instantly receives their insurance policy and related documents in PDF format.
Our software also supports advanced features such as remote KYC and electronic signature (e-Signature).
Customization of the Sales Path
Easily tailor your insurance sales process to match your company’s workflows and branding.
Our flexible platform lets you modify steps, screen layouts, widgets, and data requirements — without coding.
It fully supports an omnichannel experience, allowing insurance data, quotes, and policies to flow seamlessly across systems.
Benefits
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.
Used by the World's Leading Companies
FAQs
We've gathered answers to the questions we get asked most often.
It is a digital platform that enables insurance companies to sell policies directly to customers over the internet. It automates the entire journey — from initial quote generation to secure payment and instant policy issuance — providing a 24/7 buying experience.
Security is our priority. The application uses advanced data encryption, secure electronic payment gateways, and supports remote KYC (Know Your Customer) and legally binding electronic signatures (e-Signature).
Thanks to our low-code architecture and pre-configured modules, the implementation is significantly faster than traditional custom-builds. Our "Time-to-Market" approach allows for rapid deployment and quick customization of sales paths to meet your specific business needs.
Yes. The application features dynamic forms and integrated rating engines, allowing customers to adjust coverage limits, add riders, and see premium changes in real-time before completing the purchase.
Still have questions?
If you didn’t find the answer to your question on our website, please contact us. We’ll get back to you within 24 hours.
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Let’s Build the Future of Insurance Together
Start a conversation with our team and discover how Decerto can accelerate your digital transformation.
