Brings together the best technology to offer valuable features such as: 360° customer view, product configurator, online policy quotation and issuance, CRM tools, telemarketing, workflow, alerts, digital archive, web portals, mobile apps, and more.
A modular, scalable, and easily configurable system, ready to connect with any internal or external system. Capable of supporting processes, products, and services for both life and non-life insurance companies.
Consolidates all information from various back-office systems—such as policies, claims, and billing—to provide a single customer view, improving service and enabling the offering of personalized products and services.
Administration of the system
Product configuratior
Customer managment
Policy Administration
Collection managment
Claims Managment
Commission Control
Goals and incentives
Management report
Quote and sell
My quotes
My sales
My comissions
My acount
Incoming and outgoing calls
Quote and sale
Monitoring of leads
Policy portafolio
Acount status
Situation of incidents
Generate issuance orders (New policy, renewals, endorsements, cancellations, others)
My commissions
Electronic data exchange (API´s)
My policies
Pending payment commissions
Situation of claims
Online quotation and purchase (automobiles, home, workplace risks, others)
Monthly statements (payroll, additions and removals of insured individuals, transport, etc.)
Online quotation and sales
Mass upload of sold policies (when the channel uses its own system)
Recurring collection
Collection distribution
Goals and incentive
Sales statistics
