We help you simplify your workload as Insurance Producers, Agents or Brokers (PABs) by providing you with unified standarized views no matter the insurance company, along with other relevant features
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As Insurance Producers, Agents or Brokers (PABs) integrated to our Platform, you will benefit from:
Have all your policies well organized with the same structured information no matter the company
No more multiple formats, data conversions and consolidations. Now you can focus on managing your portfolio
As soon as you configure your insurance companies and insurance types in the platform, you can start enjoying it!
No need for extra setups and local installations as our platform is cloud-based
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 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
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
Improve your customers engagement by providing them with more services along with their insurance policies
Make the difference. Offer what no one else is offering. Add increased value to customers
As Insurance Companies integrated to our Platform, you will benefit from:
As an insurance company integrated with our platform, you will help your PABs to sell more and work in a more organized way
No more painful integrations with PABs. We help you have them focused on their portfolios
We contribute to the Open Insurance initiative by working with companies and agents in the API-fication model
Join other companies in this journey to make the insurance revolution a reality
The integration and collaboration with our platform will also enable you to expand your possibilities with others
Be ready for a scaled up API collaboration model
We offer you a set of features to cover the most challenging points you have
Have all your policies well organized with the same structured information no matter the insurance company:
Manage all your incoming and outcoming commissions with insurance companies and other collaborators in a clear way:
Manage all your incoming and outcoming invoices with insurance companies, partners, sellers and other collaborators:
Manage all your quotes with insurance companies in a clear way:
Manage all your and your partners additional services, benefits, gifts and promotions to complement every quote from companies:
Have all your policies well organized with the same structured information no matter the insurance company:
Manage all your incoming and outcoming commissions with insurance companies, partners, sellers and other collaborators in a transparent way:
Manage all your incoming or outcoming invoices with insurance companies, partners, sellers and other collaborators in a clear way:
Manage all your quotes with insurance companies in a clear and simplified way:
Manage all your and your partners additional services, benefits, gifts and promotions to complement every quote from insurance companies:
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