Comarch Mobile Insurance Advisor

 Help your agents effectively win new customers  and boost your sales potential


Comarch Mobile Insurance Advisor is a powerful tool for mobile agents. It covers a whole personalized advisory and sales process of any insurance, with a focus on life, pension & investment products. It is optimized for on-site meetings where internet coverage is not guaranteed. All local installations are frequently monitored and synchronized with the central application. During the synchronization new leads are being downloaded while new insurance proposals and policies are exported to the Policy Administration System.


Key business advantages

Whole sales process covered

by a single tool supporting all agent’s activities during a meeting with
potential customers

Process standardization

allowing to follow the most effective and successful sales journeys

Guaranteed professional advisory

thanks to the business rules engine suggesting products adjusted to customer needs

One front-end sales solution

regardless of the number of back-end Policy Administration Systems

‘Bring Your Own Device’ approach

creating a possibility for new agents to use the tool on their own
tablets and laptops

Paperless sales process

utilizing digital signature and client data capture with personal ID cards in
selected countries

Cost optimization

due to multiplatform approach: one application for all types of devices

insurance advisor mobile

Features

  • Progressive collection of client data through the whole meeting
  • Smart product selection based on needs analysis & MIFID questionnaire
  • Configurable off-line quotation engine
  • Encrypted local data Storage
  • On-line and off-line Mode
  • Multiplatform architecture for tablets & laptops
  • Touch or keyboard interfaces available
  • iOS, Android, Windows, Mac OS X supported

 

 

Areas

Comarch Mobile Insurance Advisor offers rich functionality in terms of pre-sales processes. Our solution allows for gathering personal, contact or family information about customers – and use them to recommend most suitable insurance or investment products. Comarch Mobile Insurance Advisor also makes simulations and illustrations to let customers fully understand all the benefits and costs of purchasing a given product. Our solution also supports electronic signatures, sending them along with all the information gathered to the policy administration system in order for the policy to be issued.

Success Stories

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Comarch Mobile Claims Adjuster at Warta SA

Read Case Study

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Comarch Mobile Insurance Advisor at ERGO Insurance

Read Case Study

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