Insurtech

Insurance Advisor

Intelligent insurance advisor based on Insurtech technology

Intelligent advisory

The Insurance Advisor is an intelligent insurance advisor that enables the creation of different insurance plans for the broker's clients. It analyzes the type of risk based on the information gathered and generates, through an algorithm, a basic and optimal insurance plan.

This technology solution can be acquired independently or integrated into any of our tools such as the management application, the multi-rater, or our APP.

Caracteristicas de la herramienta
  • 100% online tool
  • Algorithm configurable online according to the broker's needs
  • Recommendation texts editable online
  • Self-completing questionnaires with data capture from multiple sources
  • Full connectivity with the broker's systems

BENEFITS FOR THE BROKER

Comprehensive response

Provides a comprehensive response to the client's insurance needs in a single interaction

Speed

A single client interaction and just a few minutes to obtain the complete plan

Complete offering

The broker's entire product range can be presented simultaneously in the recommendation

Comprehensive client

Generation of a comprehensive client profile with all centralized insurance information

Standardization

Standardization of the offering presented by the broker's commercial network with maximum control

Big Data

Generation of valuable information about client needs and preferences

INTEGRATION OPTIONS

Management application
Integrated in MedPro
Multi-rater
As an additional module
APP
In the policyholders app
Standalone
Independent solution

Want to implement Insurance Advisor?

Contact us to learn about the integration options

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