INFO

Insurance Agencies

Digital Insurance Agency

AN ALL-IN-ONE SOLUTION TO OPTIMISE AND SIMPLIFY THE INSURANCE AGENCY’S MANAGEMENT OF CASE FILES AND COMMUNICATIONS

 

 

ADVANTAGES FOR INSURANCE AGENCIES
To work in a permanently available single environment
To archive all documents of the policy-holder in a single digital case file, in line with the applicable legislation
To manage and legally certify communications via a certified email service
To retrieve and consult documents in a user-friendly and intuitive manner
To simultaneously manage all your communications

AVAILABLE MODULES
Our Platform is a suite of modular services designed for Agencies to improve their overall productivity and relationships with their customers and save time through the introduction of digital services.

Multichannel Communication services are used to deliver, track and monitor all agency communications by entering the recipients’ data.

The module manages paper, email, certified email and SMS deliveries and supports both administrative communications (i.e. renewals) and marketing communications.

Our Document Management system allows an agency to optimise its back-office document management by sorting them by customer’s name or case file ID.

Our Digital Storage solution enables an agency to totally remove paper documents and consequently reduce agency overheads.

Our Certified Email Manager is a tool for managing and organising inbound and outbound emails and certified emails. Each email thread is included in a case file, for a swift management of all messages sent or received. In addition, each message is directly associated with delivery notifications.

This tool can be configured with multiple administration levels to organise your teamwork.

OUR PLATFORM CAN BE INTEGRATED WITH THIRD-PARTY MANAGEMENT SYSTEMS AND COMBINED WITH SYSTEMS FOR THE RETRIEVAL OF THE AGENCY’S EXISTING PAPER DOCUMENTS!

 
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