If you are an insurance agent or broker, stop reading immediately, because you are not going to like what follows.
An unpopular opinion
Insurance agents and brokers are working poorly and spending their time without measure, constantly, because they prefer to do everything manually or using old tools that only make insurance responses slower.
Don't you agree? Keep reading, and let's see if in the end you think the same.
A quick View, may not be enough
Our digital solution for insurance sales combines all the tools you need to manage your customers, as well as your agents, carriers, suppliers, etc. It allows a completely secure environment to carry out all insurance-related management: quotes, payments, claims, documentation and other needs
Quotes, never easier
Every time someone lands on the website, they will be able to request quotes quickly, easily, and completely online. Say goodbye to after-hours calls, and keep communication only digital.
Who sets the traffic?
Forget about investing a lot of money in promoting yourself on other sites, we give you a space to create your own blogs, without needing to know anything about programming. Create informative articles, entertainment articles, Q&As, with tips and all kinds, to attract the public organically to the website.
Would you like to know who is behind our technology? Learn more here
We’re always searching for great talent
Now, you have to do a choice
Work in our space and have access to all the insurance contracts we have
- In addition, we include:
- Access to all the modules of the platform and its facilities.
- Real-time quotation system.
- Customer management: documentation, invoices, claims, and all in the same place.
- calendar of activities, public events, public documents, digital signatures, among others.
- Access to our mass mailing tool with 5000 emails included
- Access to our PBX system, to automate your calls if you have customer lists.
WITHOUT PAYING FOR THE SaaS
Work in your own space and have access to all the modules of the platform and its facilities.
- Such as:
- Agent management: know in real time all the activity of your agents, assign tasks, make reports, send documents, etc.
- Carrier and Product Management: add the carriers you work with, create the products you have available and include the necessary information so that your customers can make their quote directly.
- Customer management: documentation, invoices, claims, and all in the same place.
- Calendar of activities, public events, public documents, digital signatures, among others.
- Live chat system, and support management with ticketing system.
- Creating blogs to attract audiences organically.
PAYING FOR THE SaaS
Have access to your own digital platform without working under our brand…. Have your own with your company’s branding and domain.