Platform of
Risk Quoters
for Insurers

One of the main challenges of Commercial Management is finding tools to manage customer relationship cycles and increase the conversion rate of Leads to Customers.

In the insurance industry, this cycle can involve both Producers and Organizers as well as the Subscribers themselves with the complexity of establishing a differentiating strategy that lasts over time.

A Commercial Management Platform allows the systematization of the process, streamlining the workflows of a commercial team with the consequent increase in competitiveness.

Goals

  • Manage the Sales Pipeline in Real Time and in a more strategic way, being able to prioritize and respond to specific customer requirements in a systematic way. The clear visualization of the funnel allows an agile follow-up of each client, increasing productivity and closing opportunities.

  • Integrate business rules and Risk Calculations and Subscription of the Insurance Company to establish the Premiums corresponding to each specific coverage requirement for different product lines incorporated into the platform. The complexity of the calculation corresponding to each coverage is automated with a dynamic and intuitive interface.

  • Generate, issue and send personalized Budgets and Quotations to potential clients in a simple, effective and error-free way. For this, the previously calculated values are used according to each specific risk to be covered and they are adjusted with personalized budget templates that take the information of the insured, the correct description of the product and the format and images established by the insurer.

  • Automate business processes such as the issuance and distribution of updated price lists, the management of differential price lists for each sales channel, the calculation of commissions and many other activities that come under the orbit of this platform. This facilitates the work of the sales force and in turn speeds up the decision process of your customers.

Key points

  •  Smart Quote Panel: allows the user to manage budgets in real time, segment and filter leads in order to arrange them in an organized way and detect opportunities. It also provides access to key data such as a client's coverage history or quote requests, exchange communications, and other relational information.

 

  •  Integrated Messaging functionality: it is responsible for sending the quotes generated via email, with the possibility of scheduling reminders for follow-up, both with alerts and with the possibility of creating automated mail campaigns addressed to certain segments.
  • Integration with Policy Issuance platforms and Collection platforms: The possibility of linking with these platforms in a secure way allows automating the process of issuing insurance policies, maximizing productivity. The policies can be generated in batches, generating the corresponding record of communication and delivery with the permanent updating of the site through events and records.
  •  Client Management Module: allows you to manage all the characteristics of a client and the conditions established in the commercial relationship such as forms of payment, tax conditions, updated stamps, differential rates for special businesses, among other points.
  • Sales Force Management Module: manages the comprehensive staff of resources assigned to the commercial cycle with the possibility of creating different user profiles for Producer / Broker / Subscriber / Administrator, each with their corresponding permissions.
  • Dashboard with metrics: Stay on top of what's happening in the sales pipeline, while your team focuses on leads. Follow every interaction with your customers and turn that data into reports and visualizations to make a correct sales forecast and enhance the decision-making process.

Features and Benefits

  • Increases the competitiveness of the company, reducing the time in decision making and allowing a rapid implementation of new business strategies.

  • It allows to generate Quotations online and with the corresponding PDF budget for storage and automatic sending via email.

  • Your sales team can work from anywhere and from any device, be it a notebook, tablet or smartphone.

  • It has more than 30 branches of insurance developed with all possible coverages.

  • It allows a greater analysis capacity, generating consistent and higher quality information, minimizing the access time to it.

  • The process is managed as it was designed, ensuring that policies and standards are met, obtaining homogeneous and predictable results.

  • It provides mechanisms for consistent management and continuous improvement of the process, optimizing costs.

  • Improves efficiency and agility, increasing productivity and the number of activities that can be executed simultaneously

  • It provides traceability and reduces bureaucratic control and the generation of excessive documentation.

  • Allows internal and external collaboration, improving communication and coordination of the work team

  • Minimize all kinds of negative time drift and eliminate task delays

  • It provides a satisfactory and effective user experience, reducing the communication time between activities, people and processes.

  • Improve the result of a wide spectrum of KPIs that range from the quality of the products and services offered to customer service.

Functionalities

  • Quotation Management
  • Business logic automation
  • Sending budgets via email
  • Ability to edit quotes
  • Quotation history query and reprint
  • Filters and intelligent search of operations
  • Real-time monitoring of Metrics and Management Statistics.
  • Reports by status of quotes.
  • Notifications
  • Universal multi-device access.
  • User management module
  • Assignment of functions and activities, with delegation rules
  • Activity traceability and auditing
  • Operation status display
  • Uploading / Viewing photos of the risk
  • Inspection status display
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