Online Customer Sales Application
Give your clients the ability to purchase insurance online on their own. Our application provides the clients with an intuitive path to purchase insurance.
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Why Online Customer Sales Application?
Insurance is changing faster than ever. Customers expect instant quotes, seamless digital service, and personalized offers. At the same time, fraud prevention, regulatory compliance, and operational efficiency are more critical than ever.
We help insurance carriers meet these challenges head-on with solutions designed for the U.S. market.
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 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.
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.

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.It collects only the information necessary to present the insurance offer.
See our insurance Fast Quote concept
Collection Of Required 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.
The scope of the data can be configurable, depending on the insurance coverage, product, or other parameters.

Payment & 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.
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.

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.
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
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
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
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
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.
Let’s Build the Future of Insurance Together
Start a conversation with our team and discover how Decerto can accelerate your digital transformation.
