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.
Access to all information needed by the user:
Comprehensive management of customer relations ensured by:
Helpful tools encouraging customers to sign for insurance:
Quick and easy processing of the proposal:
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:
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