Pre-sales & new business
Tools and features designed for efficient customer acquisition, advisory, policy offering and sales:
- needs analysis
- quick insurance quotations, easily turnable into offers
- offer variants tailored to client needs
- policy issuance
- e-payment support
Policy support & monitoring
Mechanisms focused on the ongoing policy portfolio review, maintenance and support:
- universal google-like search bar
- policy 360° view
- after-sales operation: amendments, termination, renewal
- related documents & attachments
- policy expiration & missing payment warnings
Customers & communication
Prospect and client register in the insurance agent portal with quick data access for agile service and smooth communication:
- universal google-like search bar
- client 360⁰ view
- personal data & consent amendment requests
- client & prospect tagging
- related documents & attachments
- overview of policies, offers, needs analyses and recommended products
Claim fundamentals
Essential claim-related features in case of clients requesting agent assistance:
- First Notice of Loss registration
- claim status monitoring
- basic preview of claim data.
Task management
A set of quick functions for work planning and improving agent performance, including work scheduling and the possibility to retrieve externally assigned tasks:
- dashboard with the user task inbox
- workflow (possibility to connect to BPM)
- self-planning including tasks & reminders
- supervisor task registration
- mass registration of external tasks (e.g. mass campaigns via API).
Business performance monitoring
Predefined reports on various aspects of business performance for self-monitoring and analysis:
- sales performance and sales pipeline: needs analysis, quotations, offers, proposals, policies
- earned premiums for a given calculation period
- agent sales plan progress
- calculated commissions & settlements
- gamification: leaderboard & achievements
Comarch Digital Insurance applications
Distributors Mobile
Distributors Mobile App is an add-on to Comarch Digital Insurance, fully integrated with the web application.
Business administrators
Business administrator can configure the parameters, business rules, premium calculation, rights, roles in organizational structure, and have the possibility to change or adjust your products in the software if needed.
Clients
Clients who are using their application from time to time will be glad with a wide range of easy-to-use functions and the possibility to buy a policy online.