Online 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. Present insurance offers, collect data, conclude a contract and develop sales channels.

Key business
advantages

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Intuitive insurance tool for customers
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Configurable sales path
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Easy selection and customization of insurance offer
5 Steps To Purchase Insurance Online On Their Own
Our insurance application 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
Customers select insurance products
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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.
Customers give necessary permissions

4. Payment and Insurance policy issue

Conclude insurance policies agreement.
Payment confirmation and policy issuance
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.
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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
Customize the insurance sales path
Benefits
Fast customization of insurance sales path
Benefit from configurable and user-friendly features that allow you to quickly manage and change the logic of your insurance sales path, which can be easily adapted to clients' needs and your specific requirements.
Short time to market
Our insurance application flexibility allows you to easily and quickly modify the logic of your insurance sales path, insurance products and information presentation, responding to changing needs.
Empower insurance customers
Give your customers an intuitive insurance tool that allows them to self-select, customize and purchase insurance online at any time.
Improve customer experience
Increase customer satisfaction and experience by saving them time and allowing them to make informed decisions about which insurance products are best suited for their needs and how to buy them.
Insurance Omnichannel
Gain an insurance application that supports an omnichannel customer experience.
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Case Study
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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
photo
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
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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