InsuranceTools

InsuranceTools

InsuranceTools is a mobile app designed to streamline the relationship between insurance brokers and their clients, allowing for efficient policy management and communication.

Location: Brazil
Software Type: Mobile App (iOS, Android only)
Categories:

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Description

InsuranceTools offers a comprehensive platform that enhances the interaction between insurance brokers and their clients via a personalized mobile app. The application enables brokers to effectively manage all insurance policies, generate quotes, and directly sell products. Key functionality includes:

- Policy Management: Brokers can oversee all client policies in one place, simplifying the management process.
- Quote Generation: The app allows brokers to provide instant quotes for various insurance products, improving response time to clients.
- Direct Sales: Brokers can sell insurance products directly through the app, enhancing customer convenience and engagement.
- Discounts and Promotions: The platform includes features for pharmacy discounts and promotional campaigns, adding extra value for clients.
- Integration with ERPs and CRMs: The app seamlessly integrates with various enterprise resource planning (ERP) and customer relationship management (CRM) systems, facilitating smoother operations for insurance brokers.

The app addresses the challenges faced by brokers in managing client relationships and policies, providing an intuitive interface that promotes efficiency and client satisfaction. Additionally, multiple pricing plans cater to different needs, ensuring flexibility for various brokerages.

For pricing, there are three plans available:

1. Plano Start: R$ 99,90 - Suitable for up to 1,000 insured users with unlimited push notifications and email/SMS limits.
2. Plano Enterprise: R$ 99,90 - Unlimited insured users with higher communication limits and commission on new sales through the app.
3. Plano Premium: R$ 199,90 - Similar to the Enterprise plan but includes increased limits for email/SMS communication.

Features

Policy Management

Manage all client policies in a single platform for streamlined oversight.

Instant Quote Generation

Quickly generate quotes for insurance products to provide timely responses.

Direct Sales Capability

Facilitate direct sales of insurance products through the mobile app.

Discount and Promotion Features

Integrate pharmacy discounts and run promotional campaigns for clients.

ERP and CRM Integration

Seamlessly connect with existing business systems to improve operational efficiency.

Tags

insurancebroker technologymobile applicationcustomer relationship

Documentation & Support

  • Installation
  • Documentation
  • Online Support