INTEGRATED PLATFORM

This integrated platform provides comprehensive support for all business processes of the Insurance Company. Designed for both, those who have direct contact with the Customer: offers, sales and service, as well as for back-office operations: settlement with Agents and Customers, accounting or service performed by call center employees.

The platform builds and integrates the most complex sales networks and provide quick contact with all participants of the process in real time.

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COMPREHENSIVE SUPPORT IN ONE SYSTEM

ITIS Insurance Sales Platform enables comprehensive service in a single system and can manage even the most complex insurance products. It allows to add new Customer data and modify existing ones.

It provides full support for the process of claims handling, appeals, collection and recourses. Thanks to the modular design it can be implemented in full or in the area chosen by the Customer.

ITIS Sales Insurance Platform ITIS Sales Insurance Platform

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The platform builds and integrates the most complex sales networks to provide quick contact with all participants of the process in real time.

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  • PRESELLING

    • dedicated logins and passwords
    • fast and accurate definition of the product
    • efficient management of tariffs
    • the full 360-degree Customer portfolio
    • full integration with the platforms of Agents and Brokers
    • messages and contact with other portal users 
    • integration with back-end systems 
  • QUOTATION AND POLICY ISSUING

    • product comparison
    • flexible sales calculators online and offline
    • issuing policies with the option of sending it via e-mail to the Customer
    • flexible approach to the sales process: product or Customer orientated
    • efficient management of sales and Customers networks
    • access to Customer portfolio 
    • ability to attach photos and documentation to policies 
    • verification of claims in UFG. In the process of registering a new application and in continuation of the policy 
  • AFTER SALES SERVICE

    • full registry of policies
    • comprehensive service of sales and commissions networks
    • automatic renewal of policies: list of policies expiring generated automatically 30 days before 
    • full settlement of Agents and products
    • the ability to change customer data, including adding pictures to policyholders
    • system of debt collection
    • records prints strictly accountable
    • management of promotions and cross - sell
    • full integration with backend systems
    • full integration with platforms of Brokers and Agents

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