Insurance Sales Module

The Insurance Sales Portal provides all the functionalities needed to propel your sales process forward from customizing insurance offers to concluding contracts via insurance agents.
Check out Sales Module

Key business
advantages

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Streamlined Insurance Sales Process
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Personalized Insurance
Offers
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Flexible Insurance
Sales Approaches
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Omnichannel
Experience
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Insurance Sales Module

Guide an Insurance agent Sales
Through The Entire Sales Process

Agent Portal calculates price
Our Agent Portal is user-friendly and provides insurance agents with features so that even inexperienced insurance 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 & client base.
Our system navigation facilitates easy switching between product, policy, clients or agent views. It is complemented by automated document management, quick access and search functionalities, and mobile accessibility.
Our solution for insurers automates all possible activities, optimizing them to allow the insurance sales agents to focus on current and new customers service.
The platform supports communication with your underwriters and other contact points at each stage of the insurance sales process.
Tailor insurance offers to customers’ needs
Our insurance 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
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Automation Of Insurance Sales Agent's Work

Agent portal automates sales
Our solution for insurance industry calculates the premium within milliseconds, so the results of comparison are available for insurance agents in real time.
The Agent Portal is set up to automatically fill data from all of the approved sources to help insurance sales agents 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.
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Allow Insurance agents to sell
Using
Traditional, hybrid, and
remote methods
Your insurance agents and customers can decide whether the sale will be face-to face, fully remote, or a combination of both approaches.

Read: Hybrid approach to selling insurance policies
Our solution for insurers includes essential processes such as (KYC) Know Your Customer, online payments, e-Signature.
Our portal empowers your insurance 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.
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Quickly customize
your Insurance sales path

Quickly customize the insurance sales path
The insurance Agent Portal can be customized to align with your insurance sales process, adapting the graphical interface to match your company's guidelines and color schemes.
We offer a variety of sales modules for different insurance products, including Property & Casualty (P&C) and Life insurance, which can be customized and combined to suit your business needs.
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 insurance policies are automatically transferred to your policy administration system or customer relationship management software.

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

360 customer
Check out our 360
Customer View
Deliver your insurance agents all up-to-date client's information
360 agent
Discover our 360
Agent View
Manage clients’ portfolio effectively
dashboard
Check out our Sales
Dashboard Module
Follow the sales results your insurance brokers
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