Onesait Insurance Customer

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Overview

Mobile Insurance distribution solution for the agent and Bancassurance sales channels. Facilitates commercial monitoring and integration with insurance platforms to obtain quotes and contracts for all type of online insurance. Integration capacity with CRM for the launch of campaigns and help the channel to facilitate cross selling to customers

Key Features

  • Allows an optimal planning of the activity of executives and agents (online / offline)
  • Optimal multi-device user experience
  • Provides native integration with Google Maps for Work API to enable geo-positioning (online)
  • Global vision of the Clients' portfolio during the commercial activity, providing (online / offline)
  • Allows advanced management of leads / prospects (online / offline)
  • It provides a customizable commercial flow to cover the sales process in mobility (online / offline)
  • Provides a flexible product catalog (online)
  • Advanced functionality for mobility insurance broker (online)
  • Different mechanisms for the supervision and control of the sales team

Key Benefits

  • Strengthens the commercial action of the agent
  • Facilitates the direct sales process
  • Streamlines the contracting process
  • Increase the number of conclude contracts
  • Improves tracking and control

Product/Service details

SOLUTION OR SERVICE TYPE