Insurance sales automation

Client

Large financial institution operating in the leasing industry (top 5 lessors) expecting increased sales of motor insurance

Expectations

The client expected an increase in sales of insurance renewas and leases. The solution was to enable online generation of competitive offers from various insurance companies.

Project

After the implementation, the client has the opportunity to offer online insurance and, by examining the client's preferences, prepare proposals tailored to their needs. The process has been simplified and you can easily track its status and further develop it.

Results

After the implementation, the client has the opportunity to offer online insurance and, by examining the client's preferences, prepare proposals tailored to their needs. The process has been simplified and you can easily track its status and further develop it.

Info

  • Sector

    Banking

  • Service

    Automation
    of business processes

  • Technologies

    Java, JavaScript, BPM

  • Key figures

    3 min.

    time of offer preparation from customer request

    +50

    integration services

    +10​

    integrated systems

    +5

    integrated insurance companies