Areas

Information

Access to all information needed by the user:

  • static or video marketing content about the insurance company
  • static or video marketing content about insurance products
  • MiFID-based legal notes for customer’s notice
  • presentation of salespersons and their competences
  • prospectus on investment funds 

 

 

CRM

Comprehensive management of customer relations ensured by:

  • dashboard including shortcuts to recent pre-sales activities
  • smooth collection of information about prospects from conversations
  • new lead generation during meetings with prospects
  • contact data of current and potential customers
  • customers and household data, including needs and products

 

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Pre-sales

Helpful tools encouraging customers to sign for insurance:

  • flexible storylines about customer’s future life conditions for building awareness of product needs (pension, investment, children education, home, other)
  • needs analysis to collect personal information, identify goals and select matching insurance products and investment funds in line with customer individual investment preferences
  • mandatory MiFID questionnaire smoothly integrated with the customer needs analysis
  • personalized simulations with graphical presentation of the sum assured, long-term projection of the investment account value and fixed costs of additional coverages
  • easy multichannel distribution of offers based on the selected personalized simulations

Sales

Quick and easy processing of the proposal:

  • proposals created based on accepted offers enriched with the data on policyholder’s payment and contact data, beneficiary clauses and the PEP questionnaire 
  • underwriting questionnaire filled in with the agent’s assistance or sent to the customer by e-mail or SMS with a web-link, or printed as a hardcopy
  • list of required documents to be delivered by the customer to turn the proposal into the policy
  • offline preview of a complete set of documents to be digitally signed by the customer and agent
  • digital signature to generate a binding proposal

 

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