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.
Key business
advantages
Offers
Sales Approaches
Experience
Guide an Insurance agent Sales
Through The Entire Insurance Sales Process
Present different insurance offers and let clients decide which one to choose.
Our Agent Portal is user-friendly and provides insurance agents with features so that even inexperienced insurance professionals are able to easily present offers to clients and perform all sales activities. All the necessary information is readily available in our internal knowledge & clients base.
Our insurance software 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 insurance software automates all possible activities, optimizing them to allow the insurance sales agents to focus on current and new customers service.
Our insurance software 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 insurance software 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.
Tailor insurance offers to customers’ needs
Our insurance software 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.
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Automation Of Insurance Sales Agent's Work
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Our insurance software 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 insurance software includes essential processes such as (KYC) Know Your Customer, online payments, e-Signature.
Our insurance software 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
The insurance software solution 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 Software Agent Portal
Customer View Module
Customer Testimonials & References
See what leading insurers say about working with Decerto.
FAQs
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Decerto's Sales Module is an advanced insurance software designed to support insurance sales processes in insurance organizations. It offers features such as lead management, sales process automation, quote generation, integration with other insurance systems, and detailed sales reporting and analytics.
Yes, this insurance software is designed to easily integrate with other insurance systems such as Policy Administration Systems (PAS), CRM systems, and other insurance solutions used by the insurance industry.
Implementing Sales Module requires appropriate technical infrastructure, including servers, databases, and suitable software for integration with existing systems. Specific technical requirements are tailored to each company's needs.
The process of implementing insurance software encompasses several key stages: conducting a needs analysis, preparing the technical infrastructure, configuring and customizing the insurance system, migrating insurance data, training users, testing the system, and completing the full deployment. Our team of experts provides support to clients throughout each phase to ensure a successful implementation.
The costs of using Decerto's Sales Module depend on several factors, such as the number of users, the range of features, and specific integration requirements. Please contact our sales team for a detailed quote and to learn more about our pricing plans.
Our insurance software streamlines insurance agents' work by automating repetitive tasks, improving lead management efficiency, speeding up quote generation, and enhancing client relationship management. This allows insurance agents to focus on building customer relationships and increasing sales.
Our insurance software supports automation by enabling automatic quote generation, lead management, policy renewal reminders, and automated client communication. These features save insurance agents time and allow them to focus on strategic sales activities.
The process of implementing insurance software encompasses several key stages: conducting a needs analysis, preparing the technical infrastructure, configuring and customizing the insurance system, migrating insurance data, training users, testing the system, and completing the full deployment. Our team of experts provides support to clients throughout each phase to ensure a successful implementation.
Yes, our insurance software is accessible on various devices, including computers, tablets, and smartphones. The mobile app allows insurance agents to access all system features anytime and anywhere, increasing their efficiency and flexibility.
Yes, we provide full technical support after implementing insurance software. Our technical support team is available to help resolve issues, answer questions, and ensure insurance system updates and maintenance for optimal performance.
Still have questions?
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Let’s Build the Future of Insurance Together
Start a conversation with our team and discover how Decerto can accelerate your digital transformation.
