Give your clients the ability to purchase insurance online on their own.
Key business advantages
Intuitive tool for customers
Configurable sales path
Easy selection and customization of offer
5 steps to purchase insurance online on their own
Our application provides the customer with an intuitive sales path. It consists of only 4 screens containing simple forms. Purchasing time rarely exceeds 5 minutes.
1. Choice of product
Let your customer choose an insurance product.
Our 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 offer.
2. Presentation of different offers to choose from
Present different offers and let customer decide which one to choose.
Our Customer Sales Application can present a selected number of offers, differing in coverage, sum insured, or other parameters. Additionally, It allows customers to create an 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 data
Gather all remaining information.
Clients can fill in the data needed to issue the 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 policy issue
Conclude insurance policy agreement.
Our application redirects customers to the electronic payment page. After paying the premium, the customer receives a PDF document containing the policy and other related documents.
Our solution can also include such functionalities as remote Know Your Customer or e-Signature.
5. Customization of sales path
Adjust your sales pipeline quickly.
Our application can be configured to follow the steps in your sales path, tailoring the GUI according to company guidelines and color schemes.
With our advanced solutions you can efficiently manage and change processes, screen layouts, widgets, step sequences, data requirements, information, and more in minutes, without requiring coding skills.
Our application supports an omnichannel approach. All data, as well as quotes or policies, can be automatically transferred to and from other systems.
Benefit from configurable and user-friendly features that allow you to quickly manage and change the logic of your sales path, which can be easily adapted to customers’ needs and your specific requirements.
Short time to market
Our application’s flexibility allows you to easily and quickly modify the logic of your sales path, product and information presentation, responding to changing needs.
Empower customers
Give your customers an intuitive tool that allows them to self-select, customize and purchase insurance online at any time.
Improve customer experience
Increase customer satisfaction 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.
Omnichannel
Gain an application that supports an omnichannel customer experience.
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
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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