The insurance industry is currently one of the segments experiencing the most changes, moving from traditional business models to generating truly innovative dynamics in the world of services. The incorporation of new technologies and management tools, combined with the omnichannel strategy followed by most companies, creates a highly competitive environment.
A marketing network comprised of brokers, organizers, and agents/producers typically goes the last mile to contact potential clients and arrange for a policy.
Companies are then faced with the challenge of attracting and retaining not only end customers but also an entire sales network. To this end, we have created a Commercial Platform for Evolución Seguros, adding value to all stakeholders in this process and fulfilling these requirements:
· Have an intuitive and easy-to-use tool for the Producer.
· Provide a rapid response to an end customer's request for a quote, streamlining their decision-making process as much as possible.
· Increase rate competitiveness by eliminating all complexity in risk assessment and underwriting, integrating pre-established business rules.
· Automate the entire workflow from generating and sending customized quotes to issuing policies in a simple, effective, and error-free manner.
· Manage the Sales Pipeline in real time and more strategically, allowing you to prioritize and respond to specific customer requirements in a systematic manner.
The platform currently covers Personal Accident, Home, Commercial, Consortium, and Travel Accident insurance, eliminating the need to issue and distribute updated price lists, manage differential price lists for each sales channel, calculate commissions, and many other activities that are now under the purview of this tool.
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At Fersys , we work to help our clients successfully navigate their organization's Digital Transformation journey.
