Insurance & Credits

We help insurance brokers strengthen and expand the customers loyalty through a range of valuable digital services. Our solution is custom-configured and focuses on challenges such as customer data management, fast business processes creation, continuous data integration, and reporting.

Smart Customer Insights

Leverage customer data to provide personalized services such as portfolio overviews and tailored recommendations. Enrich customer profiles with data capturing to improve targeting and deliver adapted offerings that fully reflect each customer’s relationship context and interaction history.

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Comprehensive Digital Services

  • Insurance and investment portfolio overviews
  • Pre-filled and assisted MiFID documentation or claims registrations
  • Seamless subscription management for offerings such as PLCI, fire, savings, or protection
  • Direct connections with your preferred companies

Flexible Contract Management

  • Our contract management module enables you to craft customized offerings and premium calculations for specific customer segments, creating unique value propositions that resonate with your clients
  • Create subscription contracts using your own templates or those provided by your insurers
  • Choose your preferred signing method - SMS-based or integrated with your existing signing partner

Enrich and Synchronize Customer Data

  • Integration and synchronization with BRIO according to your needs
  • API connectivity with your existing applications handling customer data
  • Integrate seamlessly with MGA or insurer backends

AI-Powered CRM - Sales & Marketing

  • Fully integrated with customer data, enabling target audience selection by typology, segment, or specific groups
  • Manage opportunities across business lines and offerings through automated campaigns, scheduled meetings, or manual creation
  • Integrated meeting organization and AI-assisted follow-up to maximize the value of every customer interaction