Insurance Sales Application
For Clients
Give your clients the ability to purchase insurance online on their own. Our application provides the clients with an intuitive path to purchase insurance.
Key business
advantages
Intuitive insurance tool for customers
Configurable sales path
Easy selection and customization of insurance offer
5 Steps To Purchase Insurance Online On Their Own
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 customer choose an insurance products.
Our insurance application is user-friendly and provides dynamic questionnaires that automatically adjust to the information provided in previous steps.
It collects only the information necessary to present the insurance offer.
See our insurance Fast Quote concept
See our insurance Fast Quote concept
2. Presentation of different Insurance offers to choose from
Present different insurance offers and let clients decide which one to choose.
Our Customer Sales Application for clients can present a selected number of offers, differing in coverage, sum insured, or other parameters. Additionally, It allows customers to create an insurance offer themselves, customizing it to suit their needs.
Premiums can be calculated in our Customer Sales Application, in your systems or in our Pricing Configurator & Engine.
3. Collection of required Insurance data
Gather all remaining information.
Clients can fill in the data needed to issue the insurance policy that wasn't received in the previous steps. They also submit all required consents and statements.
The scope of the data can be configurable, depending on the insurance coverage, product, or other parameters.
4. Payment and Insurance policy issue
Conclude insurance policies agreement.
Our software for insurance company redirects customers to the electronic payment page. After paying the premium, the customer receives a PDF document containing the insurance policies and other related documents.
Our solution for insurers can also include such functionalities as remote Know Your Customer or e-Signature.
5. Customization of Insurance sales path
Adjust your insurance sales pipeline quickly.
Our insurance sales application can be configured to follow the steps in your insurance sales path, tailoring the GUI according to company guidelines and color schemes.
With our advanced solutions, you can efficiently manage and change insurance processes, screen layouts, widgets, step sequences, data requirements, information, and more in minutes, without requiring coding skills.
Our insurance platform supports an omnichannel approach. All insurance data, as well as quotes or policies, can be automatically transferred to and from other insurance systems.
See our insurance Fast Quote concept
See our insurance Fast Quote concept
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.
Benefits
Case Study
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
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
asked questions
Ready-made solutions for quick
implementation
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
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
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
Dive into
Our Blog
Our Blog
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Ready to Elevate Your Insurance Software?
Let's Succeed Together!
Let's Succeed Together!
