SOLUTION

Automated Sales

Transform your agents, brokers, advisers and bancassurance partners into an effective point of sale where critical face to face operations processes can be combined with and be part of a fully digital, multi-device and omni-channel experience for your prospect and customers.

Ready to go omni-device online and offline functionalities

  • Showcase, quotation, simulation and illustration tools for all type of life insurance, unit linked, pension, health products
  • Manage multiple products quotations and illustration in the same digital proposal, keep track of proposal, resume KYC and proposal in any moment, from any device and with the interaction performance that online offline capabilities deserves
  • Complete paperless KYC, onboarding and product application underwriting activities with embedded sign on glass, digital or electronic signature. Support for multi role process steps allowing also customers to participate and track to the origination activities from their mobile app with full integration to your underwriting systems.
  • Extended single client view, sales analytics and monitoring tools to be integrated with your CRM system (interfaces to SalesForce.com SugarCRM, MS Dynamics available)
  • Post sales events, claims and communications processing in a fully digital and most efficient way for customers also through customer dedicated mobile app and portal areas for application tracking, policy resume, payment s calendaring, claim submission and monitoring
  • Ready to use interfaces to policy administration systems, CRM solutions, underwriting solutions, payments systems, social media networks, bank’s sales, financial planning and KYC systems

Other solutions compatible with Automated Sales:

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