Manage the entire sales process, combining traditional techniques with state-of-the-art digital capabilities. Policysense can be used to sell individual and group policies, P&C, Life and Health insurance products. Easily integrates into any insurance core.
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.
Some useful tools to sell
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.
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