Policysense Sales optimizes multi-channel management and creates a seamless online sales environment, reducing costs. With its digital tracking and real-time visibility of prospects, it enhances sales productivity and decreases operational expenses.
Policysense Sales enables efficient sales follow-ups, increasing profitability through effective cross-selling and upselling, while providing comprehensive underwriting configuration controls. This encompasses requirements management, rule implementation, underwriting integrations, subscriber workbench, and a wide range of other functionalities to streamline the underwriting workflow.
Includes applications, quotes, payment handling, electronic signature, and delivery of required documents. Whether it is self-service sales, or rather through agents, brokers, affinity channels or bancassurance.
Get a complete, real-time view of each of your prospects, allowing you to more efficiently follow up on business opportunities, and increase your sales through cross-selling and upselling.
Useful Sales Tools
Some useful tools to improve sales efficiency
They can be designed integrated into your CRM
Additional Solution Capabilities
Digitally connected, with 100% automated self-service through digital quote forms and underwriting based on configurable rules.
Ready to get started
with this solution?
Fill this out and we’ll reach out shortly.