Policysense Distribution

It facilitates scaling of the commercial strategy, minimizing the risks of regulatory non-compliance. Increasing the transparency of the compensation process and reduces administrative costs. Easily integrate with any insurance core

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Administration of any type of Channel

Functionalities for the effective management of agents, brokers, affinity channels and bancassurance, providing greater flexibility to scale the distribution strategy.

Onboarding

With extensive functionality for channel registration, verification of regulatory compliance, accreditations, training plan, economic contract and to structure distribution networks in a hierarchical way.

Compensation

Automated calculation of compensation according to business rules and assigned goals, administration of incentives, benefits eg: commissions, bonuses, stipends, loans or advances, contests, non-monetary incentives among others.

Performance measurement

Through a control panel, it allows monitoring and measurement of the channel’s performance in real time. Allows channels to view their metrics and KPIs, regulatory compliance information: validity of assurance, credentials, and training.

 

Additional Solution Capabilities

  • Architecture for insurance

    With the knowledge and experience of creating solutions for the insurance industry, its products, processes and practices in more than 20 countries. Agile implementations and assisted by our experts.

  • Policysense Solutions

    Policysense components can be purchased separately or together, and are easily integrated with your IT ecosystem.

  • Reduce your Cost

    Policysense is a cloud native suite, 100% based on low-code that is implemented at measure, under SaaS model with monthly payments for use, and no need IT infrastructure.

  • AX- Self services portals

    Self-service portal and digital workflows for all your channels needs.

  • Agent levels and onboarding

    Configure different conditions, including commissions, according to the career plan for your agents.

  • Policysense Kernel

    It provides common services (Portals, Workflows, Secure message center, User Management, Teamwork and others) for the entire suite, It is included in all Policysense subscriptions.

Digitally connected, with 100% automated self-service through digital quote forms and underwriting based on configurable rules.

  • Significantly reduces channel management time

    • Automatically ensure that your channels are complying with all required laws and regulations.

  • Increase your sales

    • Full multi-channel management
    • Make sales completely online

  • Reduce your costs

    • Digital tracking
    • Increases the productivity of sales channels
    • Savings in operating costs

  • Minimize risk

    • Extract intelligence from system data
    • 360 vision of the client

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