Sales portals
Today's Internet technologies enable efficient communication between sales channels and insurance.
Field sales force or brokers filing handwritten forms?
Time-consuming tariff requests by staff offices?
Lengthy consideration of applications?
With intelligent portals these problems are a thing of the past.
We know the requirements of insurance and the field sales force and reconcile them profitably in the conceptual and technical development of our customers’ sales portals.
Intelligent sales portals provide the field sales force with:
- Easy-to-use input masks, including pick lists, field assistance and field tests
- Rating and testing modules for the calculation and verification of quotes
- Individual data scans for analysis of the customer portfolios
They meet the requirements of the insurer for:
- Data integrity
- Connection of the portals to the host and third-party systems
- Sales billing and assessment

