BENEFITS (DIGITAL ECOSYSTEMS)

Benefits for Digital Ecosystems

As Digital Ecosystems integrated to our Platform, you will benefit from:

Offering insurance services to your clients

We offer you a single point of contact to access insurance agent / broker (PAB) network services

Our APIs will help you manage all your client quotes and other related data

Keeping control over your client experience

We focus on the backend for insurance services, you keep control over the frontend managing your client experience as usual

Our APIs will help you integrate with us in a standard way

Unified Standardized Views

No matter the insurance company or agent / broker (PAB), you will manage unified and standard views for your clients

Our APIs will help you manage these views

Build an efficient collaborator structure

We offer you a better landscape to start collaborating more with partners, sellers and other collaborators

Our APIs will help you manage partnership agreements, commissions and invoices

Pay-as-you-go Approach

We are a SaaS (Software as a Service) platform which helps you start by little to grow up as required

No need for local technology and infrastructure management as we handle it for you

Work anytime, anywhere

Work anytime anyplace as our cloud infrastructure partners comply with the most highly standards both in terms of security and availability

No more rushes. Make a better use of your time and work smarter not harder

BENEFITS (COMPANIES)

Benefits for Insurance Companies

As Insurance Companies integrated to our Platform, you will benefit from:

Broadcasting your services beyond imagination

The integration of your agents / brokers (PABs) with our platform will help you start broadcasting your insurance services to different ecosystems

Support and help your PAB network to make the difference

Agent Network Insights and Metrics

Understanding your agent / broker (PAB) network performance is a key success factor for your company

Our solution will help you get some insights and metrics around them

Building an efficient collaborator structure

We offer you agent / broker (PAB) network a better landscape to improve their partnerships

Our solution will help your PAB network manage partnership agreements, commissions and invoices

BENEFITS (PABs)

Benefits for Insurance Producers, Agents and Brokers (PABs)

As Insurance Producers, Agents or Brokers (PABs) integrated to us, you will benefit from:

Broadcasting your services beyond imagination

The integration with our platform will help you start offering your insurance services to everyone

Join the PAB network and make the difference

Managing your quote request preferences

You define which quote requests are of your interest as well as all the aggregated services you offer

The more aggregated services you offer, the better

Unified Standardized Views

No matter the insurance company, you will manage unified and standard views for your insured clients

Our solution will help you manage quotes, policies, sinisters, etc

Build an efficient collaborator structure

We offer you a better landscape to start collaborating more with partners, sellers and other collaborators

Our solution will help you manage partnership agreements, commissions and invoices

Pay-as-you-go Approach

We are a SaaS (Software as a Service) platform which helps you start by little to grow up as required

No need for local technology and infrastructure management as we handle it for you

Work anytime, anywhere

Work anytime anyplace as our cloud infrastructure partners comply with the most highly standards both in terms of security and availability

No more rushes. Make a better use of your time and work smarter not harder

FEATURES

Features

We offer you a set of features to cover the most challenging points you have based on your role

Insurance Client Management

team working together over a wooden table

Manage all your insurance clients (those managed by the ecosystem):

  • List and filter all your clients
  • Monitor / Manage all your client activities (quotes, policies, sinisters, etc)
  • Manage client metrics and alarms
  • Manage client data lifecycle
  • Manage and configure all your preferences
SEE MORE

Partnership Management

Manage all your partnership agreements with insurance agents / brokers (PABs), partners, sellers and other collaborators:

  • Manage your partnership agreements (commissions)
  • List and filter all your partnership agreements
  • Create new partnership agreements
  • Generate and share dashboards and reports
SEE MORE
stack of hands together over a wooden table

Commission Management

hand writting down some calcs on a notebook

Manage all your incoming and outcoming commissions / fees with insurance agents / brokers (PABs), partners, sellers and other collaborators:

  • List and filter all your incoming and outcoming commissions
  • Create new incoming and outcoming commissions
  • Manage the status of each commission until its liquidation
  • Generate and share dashboards and reports
SEE MORE

Invoice Management

Manage all your incoming and outcoming invoices with insurance agents / brokers (PABs), partners, sellers and other collaborators:

  • List and filter all your incoming and outcoming invoices
  • Create new incoming and outcoming invoices
  • Manage the status of each invoice until its completion
  • Generate and share dashboards and invoices
SEE MORE
woman hand writting down some calcs on a piece of paper

Channel Management

console with many channels and setups

Manage all your channel configurations and preferences:

  • Manage authentication and authorization for your clients and users
  • Manage logs, metrics and alarms
  • Manage your account and billing
  • Generate and share dashboards and reports
  • Manage and configure all your preferences
SEE MORE

Insurance Quote Management

senior man reading life insurance policy details over a wooden table

Manage all your quotes with insurance agents / brokers (PABs):

  • List and filter all your quotes with PABs
  • Request new quotes with many PABs at the same time
  • Manage the status of each quote until its acceptance or rejection
  • Select, compare and share results
  • Manage and configure all your preferences
SEE MORE

Policy Management

Have all your policies well organized with the same structured information:

  • List and filter all your policies no matter the insurance company or the agent / broker (PAB)
  • Manage the policy lifecycle (creation, renewal, cancellation, etc)
  • View policy details
  • Manage policy attachments (uploads, downloads, etc)
  • Manage and configure all your preferences
SEE MORE
home insurance policy over a wooden table

Sinister Management

home insurance policy over a wooden table

Have all your sinisters well organized with the same structured information:

  • List and filter all your sinisters no matter the insurance company or the agent / broker (PAB)
  • Manage the sinister lifecycle (creation, updates, closure, etc)
  • View sinister details
  • Manage sinister attachments (uploads, downloads, etc)
  • Manage and configure all your preferences
SEE MORE

Client Quote Management

senior man reading life insurance policy details over a wooden table

Manage all the incoming quote requests from clients / ecosystems:

  • List and filter all your client quotes
  • View client quote details
  • Accept / Reject client quotes
  • Manage all client quote response lifecycle (creation, update, confirmation, etc)
  • Manage and configure all your additional services as PAB and other preferences
SEE MORE

Client Management

Manage all your clients (those insured by the PAB):

  • List and filter all your clients
  • Monitor / Manage all your client activities (quotes, policies, sinisters, etc)
  • Manage client metrics and alarms
  • Manage client data lifecycle
  • Manage and configure all your preferences
SEE MORE
team working together over a wooden table

Partnership Management

stack of hands together over a wooden table

Manage all your partnership agreements with insurance companies, partners, sellers and other collaborators:

  • Manage your partnership agreements (commissions)
  • List and filter all your partnership agreements
  • Create new partnership agreements
  • Generate and share dashboards and reports
SEE MORE

Commission Management

Manage all your incoming and outcoming commissions / fees with insurance companies, partners, sellers and other collaborators:

  • List and filter all your incoming and outcoming commissions
  • Create new incoming and outcoming commissions
  • Manage the status of each commission until its liquidation
  • Generate and share dashboards and reports
SEE MORE
hand writting down some calcs on a notebook

Invoice Management

woman hand writting down some calcs on a piece of paper

Manage all your incoming and outcoming invoices with insurance companies, partners, sellers and other collaborators:

  • List and filter all your incoming and outcoming invoices
  • Create new incoming and outcoming invoices
  • Manage the status of each invoice until its completion
  • Generate and share dashboards and invoices
SEE MORE

Channel Management

Manage all your channel configurations and preferences:

  • Manage authentication and authorization for your clients and users
  • Manage logs, metrics and alarms
  • Manage your account and billing
  • Generate and share dashboards and reports
  • Manage and configure all your preferences
SEE MORE
console with many channels and setups
CONTACT FORM

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