Policysense Sales

Easily manage the entire sales process.

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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.

Sales Process

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.

Opportunity Management

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

Marketing Campaigns

They can be designed integrated into your CRM

 

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.

  • Policysense Products

    Policysense components can be purchased separately or together and are easily integrated into any existing core.

  • 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.

  • Rating engine

    Allows customizing and automating calculations of rates, premiums and principals through the definition of formulas and flexible rate tables. Set automatic discounts according to specific conditions.

  • Underwriting

    You can configure your entire underwriting process both automated and manual. This includes requirements management, rules, underwriting integrations, subscriber workbench and much more.

  • 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.

  • 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
    • Timely launch of new products

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