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Sales Platform

Sales Platform™ is a solution of quotation and administrative insurance policies management for intermediaries, intended to be a comprehensive solution in the process of online marketing with time to market reduced and multiple distribution channels in a single platform.

In turn, this service is aimed at a wide range of actors, such as insurance (for Insurance), bancassurance (for Bancassurance) Retailers (for Retailinsurance), Broker, Brokers and insurance agencies (for Intermediaries).


Features

Use of various channels of contribution Variety of channels such as web, smartphones, self-service terminal, among others, in order to expand the product offering.
Multiquote Quotation with diverse insurers with only one loads of information of a simple, rapid and sure way, integrating all the information with the central systems of every insurance company.
Multilanguage Available in different languages.
Overview of the market Segmentation and categorization of leads and prospects for generating marketing campaigns

Benefits

Enlargement of the possibilities of sale. Increase the scope of supply through channels such as the web or mobile devices.
Decreased operating load Using a single charge data for multiple quotes.
Analysis of short-term trading strategies Ability to segment customers according to their profiles.
Expediting response times Quotation and emission online between all the actors of the business.
Generation of statistical reports default policies Getting detailed information on each customer.

Functionality

Quotes
  • Several insurance quote on a single charge data.
  • Saving and changing contributions in all formats (PDF, Excel, XML, CSV).
  • Report generation policies, issues and applications in all formats.
Current account
  • Control of payments and its expirations.
  • Billing inquiry set of policies, types, periods of movement or branches.
Policies and requests
  • Search and recovery of contributions to be transformed into request.
  • Renewal operations policies and endorsements.
  • Check balances and invoices associated with a single policy.
Claims control
  • Status Check.
  • Task tracking.
  • Managing images and documents.
Portfolio management.
  • Administration of contacts.
  • Consultation statistics on client policies.
  • Portfolio segmentation for sending marketing campaigns.
  • Risk map, 360° view of a customer.
Platform
  • Integration with social networks.
  • Available in different languages.
  • Platform multicompany and multiformat.

Architecture

Insurance Core™ architecture combines a focused processes and services designed to scale (SOA) with application integration and service partners approach. The platform supports both modules can be implemented with Open Source tools as container owners, obtaining a high availability environment.

Presentation layer

100 % Web, supports multiple devices. It is not necessary to realize discharges to be able to use the system, it is enough to have only the direction URL.

Services layer

It is service-oriented (SOA), based on REST API. HTTP services can be consumed by a wide range of clients including web browsers, mobile, other systems or tablets.

Each process and resource data is exposed through an HTTP service enabling communication and integration between various current or future devices.

Process layer

The platform has an extended BPM (BPMN 2.0) with ability to solve RunTime time domain objects (insurance business). These objects can potentially be mapped to the data layer (relational database, partner service, etc).

This extension of the BPM generates an added value that gives simplicity and ease of reading process. Thus the processes have the ability to understand the business model with their corresponding objects in a natural way, avoiding technical actions within the process.

The process layer also has the ability to execute business rules thanks to embedded rules engine.

Business logic layer

It maintains business rules, constantly updating.

Base layer and data access

The data access layer provides a separation of code by its function. This approach provides flexibility to change the data persistence mechanism in the desired time.