Policy management

Comprehensive handling of the sales process

effective sales can only be built with the support of ergonomic tools that retailers will appreciate

Main benefits for you and your clients

All products in one place

Integration of multiple products in a single interface, facilitates management, quotation and after-sales processes while simultaneously reducing the training efforts of the sales network and increases sales results

Increase the effectiveness of sales process

Simplification and standardisation of the quotation process, encouraging retailers to offer multiple products to the customer at the same time, increasing the average transaction value

Reduce IT complexity and costs with a comprehensive SaaS

Ensure cost and team satisfaction with a consistent, comprehensive solution that is affordable, easy to implement and easier to manage

Offer and sell

Offer efficiently, sell faster, earn more

Quick offer preparation, simultaneous offering of multiple products during one sale process effectively increases the average transaction value

You can stand out:

  • Simple offer preparation based on an intuitive, dynamic form
  • Point-of-sale and remote sales support, requiring no meeting with a retailer
  • Integration of local payment gateways is possible
  • Increased product exposure, provide API for external partners e.g., comparison websites
Application branding

Appear professional, build trust among partners

A wide range of possibilities for customising the appearance of your application. A consistent design with the brand’s corporate identity means greater trust among partners and a better working experience

Good to know:

  • applications available in the designated domain
  • customisable design and colour schemes
  • customised printouts according to the requirements of insurance companies and compliance departments
Communication with sales network

Establish a closer relationship with your sales network, supporting them every step of the way

Advanced sales network management and communication tools allow you to increase employee loyalty and engagement at the points of sale

Not only email:

  • present key messages and notifications directly in the sales system in real time
  • distribution and monitoring of acceptance of rules and procedures facilitates compliance department requirements
  • ordering and distribution tool for marketing materials

we know, that time is money

Productivity is our priority, so you don’t have to worry about that.
We handle everything from project management to development and support – comprehensively!
When you work with us, your product launch time is reduced by 50% or more.

From project initiation to production launch in less than 30 days – YES, it’s possible!

We have gained experience working with leaders​

We rely on well-proven technologies and partners

Do you need additional tools to support your other processes?
Explore our other products.

Claims handling

Process automation, reduction of claim handling times and cost reduction are key issues in which we can support your team.

Save you time

Sales representatives

A visit to the point of sale and a quick follow up after the meeting increase the chance of POS activation.

Energize your sales team