Sales and after-sales service of insurance products
The challenges of sale and after-sales service of insurance products
QUICK ENTERING A LARGE NUMBER OF DATA
An ergonomic process that allows you to effectively handle a large number of customers. The solution is to automate the input of data necessary to calculate and issue a policy. E.g. Aztec code scanning from the registration certificate, connection with the UFG and CEPiK base, integration with other internal systems - e.g. CRM, address and vehicle catalogs (Eurotax and Info-Ekspert).
CLOSE COOPERATION WITH A PRODUCT ENGINE
The sales process must adapt to frequently changing product definitions. It should also be ready to handle products that are just about to be created.
EFFICIENT COMPARED OFFER
It is crucial to quickly collect data that allows you to present several offers that best suit client’s needs. An ergonomic view, presenting offers in different variants, allows you to quickly modify the offer and build the most personalized one.
Annexes, withdrawals, returns - these are repetitive processes in which ergonomics for the performing user are no less important than in the case of sales. In large part, these processes can be performed independently by policyholders thanks to the access to a special portal integrated with the central policy administration system.
Our solutions support traditional and new channels of sales
VSoft Insurance Platform
Sales and management of insurance risks
A solution enabling comprehensive creation of insurance products - from the data scheme through tariff models to documents and extracts. Our software is addressed to insurance agencies, insurance and assurance brokers and insurance companies.