Comarch Mobile Insurance Advisor is a powerful tool for mobile agents. It covers a whole personalized advisory and sales process of any insurance, with a focus on life, pension & investment products. It is optimized for on-site meetings where internet coverage is not guaranteed. All local installations are frequently monitored and synchronized with the central application. During the synchronization new leads are being downloaded while new insurance proposals and policies are exported to the Policy Administration System.
by a single tool supporting all agent’s activities during a meeting with potential customers
allowing to follow the most effective and successful sales journeys
thanks to the business rules engine suggesting products adjusted to customer needs
regardless of the number of back-end Policy Administration Systems
creating a possibility for new agents to use the tool on their own tablets and laptops
utilizing digital signature and client data capture with personal ID cards in selected countries
due to multiplatform approach: one application for all types of devices
Comarch Mobile Insurance Advisor offers rich functionality in terms of pre-sales processes. Our solution allows for gathering personal, contact or family information about customers – and use them to recommend most suitable insurance or investment products. Comarch Mobile Insurance Advisor also makes simulations and illustrations to let customers fully understand all the benefits and costs of purchasing a given product. Our solution also supports electronic signatures, sending them along with all the information gathered to the policy administration system in order for the policy to be issued.Features:
Tell us about your business needs. We will find the perfect solution.