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

Guide an Insurance agent Sales
‍Through The Entire Sales Process

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.

Revolutionize Your 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

Automation Of Insurance Sales Agent's Work

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.

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.

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.

Increase Insurance Sales Now

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

Check out our 360
Customer View

Deliver your insurance agents all up-to-date client's information

Discover our 360
Agent View

Manage clients’ portfolio effectively

Check out our Sales
Dashboard Module

Follow the sales results your insurance brokers

Referrences & Testimonials

Andy Moss

Co-Founder & CEO of Send Technology Solutions

We’ve known the team at Decerto for many years and they have been instrumental in supporting us with valuable resources to develop and deliver our Underwriting Workbench. They have deep knowledge of the insurance market coupled with technical excellence. I highly recommend that insurers and insurtechs seek them out.

Monika Muszyńska

Operational Director of Warta (Talanx Group)

Their flexible approach to problem-solving under challenging conditions was impressive. Decerto's delivered solution was praised by external stakeholders. Cooperative and responsive, the team enabled a smooth project workflow. With their phenomenal support, many third-party clients transact using the company's portal.

Check Other References

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

Insurance Sales Module

Key business advantages

Guide an Insurance agent Sales‍Through The Entire Sales Process

Automation Of Insurance Sales Agent's Work

Quickly customize your Insurance sales path

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

Key business
advantages

Guide an Insurance agent Sales
‍Through The Entire Sales Process

Quickly customize
your Insurance sales path