Insurance software for distributors: agents, brokers and intermediaries

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.

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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

Knowledge base

Module for internal portal editors and sales people, based on popular CMS, to share & get corporate know-how:
• content management
• content exploration
• knowledge publishing (e.g. news, articles, documents, GTC)

 

Administration

The application dedicated to the business administrator to manage:

  • product definition
  • dictionaries
  • organizational structure
  • rights & roles
  • translations.

Comarch Digital Insurance users

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.

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