The comprehensive solution provides insurance sales force with smart tools ensuring an effective sales process, convenient portfolio maintenance and performance monitoring, as well as a place to share corporate know-how in one insurance agent portal. It can be used by agent, broker, manager, intermediary, call center operator and other back-office workers to support internal processes.
Tools and features designed for efficient customer acquisition, advisory, policy offering and sales:
Mechanisms focused on the ongoing policy portfolio review, maintenance and support:
Prospect and client register in the insurance agent portal with quick data access for agile service and smooth communication:
Essential claim-related features in case of clients requesting agent assistance:
A set of quick functions for work planning and improving agent performance, including work scheduling and the possibility to retrieve externally assigned tasks:
Predefined reports on various aspects of business performance for self-monitoring and analysis:
Distributors Mobile App is an add-on to Comarch Digital Insurance, fully integrated with the web application.
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 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.
All applications dedicated to insurance sales force, clients and a business administrator are based on one common engine which provides business logic. The engine ensures a smooth workflow of tasks and activities, efficient management of insurance product definitions, as well as easy access to clients’ data and policies.
Tell us about your business needs. We will find the perfect solution.