Sales
Module

The Sales Module provides all the functionalities needed to propel your sales process forward from customizing insurance offers to concluding contracts

Unlock the potential

Sales Module

Guide an agent through the Entire sales process

Our agent portal is user-friendly and provides agents with features so that even inexperienced agents are able to easily present offers to clients and perform all sales activities. All the necessary information is readily available in our internal knowledge base.

Our system navigation facilitates easy switching between product, policy, client or agent views. It is complemented by automated document management, quick access and search functionalities, and mobile accessibility.

Our system automates all possible activities,optimizing them to allow the agent to focus on customer service.

The platform supports communication with your underwriters and other contact points at each stage of the sales process.

Revolutionize Your Sales Process

Tailor insurance offers to customers’ needs

Our system facilitates the product selection process. It enables not only the comparison of default pre-defined options based on customer segmentation but also the creation of new ones by changing coverages, sum insured, and other parameters.

Agents tailor policies to meet customer needs

Automate sales

It calculates the premium within milliseconds, so the results of comparison are available in real time.

The portal is set up to automatically fill data from all of the approved sources to help sell policies quickly. We make sure that our users enjoy the highest possible quality of data by using auto-validation algorithms and a wide selection of dictionaries.

Allow agents to sell Usingtraditional, hybrid, and
remote methods

Your agent and customer can decide whether the sale will be face-to face, fully remote, or a combination of both approaches.

Our solution includes essential processes such as (KYC) Know Your Customer, online payments, e-Signature.

Our portal empowers your agents to closely track each step of the sales process from the client's perspective, enabling them to promptly respond, communicate effectively, and offer support as needed.

Quickly customize
your sales path

Quickly customize the insurance sales path

The insurance agent portal can be customized to align with your sales process, adapting the graphical interface to match your company's guidelines and color schemes.

We have a number of sales modules available for various insurance P&C, and Life products, which can be freely combined to fit your business.

We also have experience in creating agent portals for highly complex insurance products.

Non-technical users can efficiently manage and change the logic of the sales path, visual design, product and information presentation within minutes without coding skills.

All data including quotes, applications, and policies are automatically transferred to your policy administration system or customer relationship management software.

Increase Sales and Retention Now

This is One Of The many modules you can implement within our powerful Agent Portal

Check out our 360
Customer View

Deliver all up-to-date customer’s information

Discover our 360
Agent View

Manage clients’ portfolio effectively

Check out our Sales
Dashboard Module

Follow the sales results

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