360 Customer
View

360-degree Customer View Module delivers all up-to-date client's information from different sources and allows for effective customer relationships management.
Unlock The Clients Potential

Key business
advantages

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Real-time insurance data in one place
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Holistic customer insight
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Inteligent insurance cross- and up-selling
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Identifications of insurance customer needs
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360-degree Customer View

Give your Insurance agent all the necessary information on clients

Manage customer data easily
Our platform synchronizes the insurance data from different systems online, aggregating it in real-time.
All the client's data is available in one place and your insurance agents has quick online access not only to personal information, purchased products, and policies but also to claims or payments.
Our insurance solution suggests activities to be performed either by the clients or insurance agents.
The system enables to continuation of the insurance sales process started by the clients in a different channel, providing them with a seamless omnichannel purchasing experience.
Real-time access to clients' information makes customer service more efficient.
Support your Insurance agents in
tailoring the offer to the customer’s needs
Our system supports cross-selling by suggesting other products that clients may be interested in based on analysis of their data.
The Agent Portal generates insurance product and up-sell recommendations taking into account the client's preferences and demographic data.
Our solution for insurers includes many functionalities that facilitate analysis of customer's needs such as interactive forms or questionnaires that can be easily configured and modified by business people.
Cross selling insurance policies
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This is one of the many modules you can implement within our powerful Insurance Agent Portal

Product
Features

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High level of security
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Application running in the Amazon Web Service
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Access from any device
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Multilingual, customizable interface
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Protection against intrusion
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Frequently
asked questions
Ready-made solutions for quick
implementation
We’re the main provider of IT services to Generali’s Polish unit. We’ve been working with them since 2006, building dozens of modules, including the main systems that power their operations...Show more
Ready-made solutions for quick
implementation
We’re the main provider of IT services to Generali’s Polish unit. We’ve been working with them since 2006, building dozens of modules, including the main systems that power their operations...Show more
Ready-made solutions for quick
implementation
We’re the main provider of IT services to Generali’s Polish unit. We’ve been working with them since 2006, building dozens of modules, including the main systems that power their operations...Show more
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