Online Customer Sales Application for Agents

5 Steps To Purchase Insurance Online On Their Own

Our insurance software provides the customer with an intuitive insurance sales path. It consists of only 4 screens containing simple insurance forms. Purchasing time rarely exceeds 5 minutes.

1. Choice of Insurance product

Let your customer choose an insurance products.

Our insurance application is user-friendly and provides dynamic questionnaires that automatically adjust to the information provided in previous steps.

It collects only the information necessary to present the insurance offer.
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See our insurance Fast Quote concept

2. Presentation of different Insurance offers to choose from

Present different insurance offers and let clients decide which one to choose.

Our Customer Sales Application for clients can present a selected number of offers, differing in coverage, sum insured, or other parameters. Additionally, It allows customers to create an insurance offer themselves, customizing it to suit their needs.

Premiums can be calculated in our Customer Sales Application, in your systems or in our Pricing Configurator & Engine.

3. Collection of required Insurance data

Gather all remaining information.

Clients can fill in the data needed to issue the insurance policy that wasn't received in the previous steps. They also submit all required consents and statements.

The scope of the data can be configurable, depending on the insurance coverage, product, or other parameters.

4. Payment and Insurance policy issue

Conclude insurance policies agreement.

Payment confirmation and policy issuance

Our software for insurance company redirects customers to the electronic payment page. After paying the premium, the customer receives a PDF document containing the insurance policies and other related documents.

Our solution for insurers can also include such functionalities as remote Know Your Customer or e-Signature.

5. Customization of Insurance sales path

Adjust your insurance sales pipeline quickly.

Our insurance sales application can be configured to follow the steps in your insurance sales path, tailoring the GUI according to company guidelines and color schemes.

With our advanced solutions, you can efficiently manage and change insurance processes, screen layouts, widgets, step sequences, data requirements, information, and more in minutes, without requiring coding skills.

Our insurance platform supports an omnichannel approach. All insurance data, as well as quotes or policies, can be automatically transferred to and from other insurance systems.
‍
See our insurance Fast Quote concept

Benefits

Fast customization of insurance sales path

Benefit from configurable and user-friendly features that allow you to quickly manage and change the logic of your insurance sales path, which can be easily adapted to clients' needs and your specific requirements.

Short time to market

Our insurance application flexibility allows you to easily and quickly modify the logic of your insurance sales path, insurance products and information presentation, responding to changing needs.

Empower insurance customers

Give your customers an intuitive insurance tool that allows them to self-select, customize and purchase insurance online at any time.

Improve customer experience

Increase customer satisfaction and experience by saving them time and allowing them to make informed decisions about which insurance products are best suited for their needs and how to buy them.

Insurance Omnichannel

Gain an insurance application that supports an omnichannel customer experience.

Case Study

Janusz Januszkiewicz

Członek Zarządu

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

Janusz Januszkiewicz

Członek Zarządu

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Insurance Sales Application
For Clients

Key business
advantages

2. Presentation of different Insurance offers to choose from

4. Payment and Insurance policy issue

Cost Savings with Modern Policy Administration Systems

Top Features to Look for in Modern Insurance Software Solutions

How to Choose the Right Data Migration Tools for Insurance Companies

Insurance Sales ApplicationFor Clients

Key business advantages

2. Presentation of different Insurance offers to choose from

4. Payment and Insurance policy issue

Cost Savings with Modern Policy Administration Systems

Top Features to Look for in Modern Insurance Software Solutions

How to Choose the Right Data Migration Tools for Insurance Companies

Insurance Sales Application
For Clients

Key business
advantages