Pre-sales & new business

Efficient customer acquisition and portfolio growth desired by sales force:

  • needs analysis 
  • quick insurance quotations, easy turnable into offers 
  • offer variants tailored to customer needs
  • policy issuance
  • e-payments support.

Policy support & monitoring

Numerous ongoing policy assistance and portfolio monitoring functions tailored to the individual insurance company processes and approach:

  • universal google-like search bar
  • policy 360° view
  • after-sale operation: amendments, termination, renewal
  • related documents & attachments
  • expiring & unpaid policy warnings.

Customers & communication

The prospect and customer book with agent management functions supported by quick data access ensuring smooth and agile customer service:

  • universal google-like search bar 
  • customer 360⁰ view
  • personal data & consent amendment requests
  • customer & prospect tagging
  • related documents & attachments
  • overview of policies, offers, needs analyses and recommended products.

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Claim fundamentals

Essential claim-related features for agents to inform and service the customer whenever needed:

  • 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

A set of agent predefined reports in line with the insurance company guidelines and agent needs, e.g.:

  • sales effectiveness and sales pipeline: meeting, needs analysis, quotations, offers, policies 
  • earned premiums for a given calculation period
  • agent sales plan progress 
  • calculated commissions & settlement
  • gamification: leaderboard & achievements.

Knowledge base

The module for portal editors (insurance company employees) and agents gaining access to published materials. Based on popular CMS, it enriches the solution with a client-side managed knowledge base including:

  • content exploration
  • knowledge publishing (e.g. news, articles, documents, GTC)
  • structure management.



The features dedicated to the business administrator to manage:

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

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