Insurance Advisor
Intelligent insurance advisor based on Insurtech technology
Intelligent insurance advisor based on Insurtech technology
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.
Provides a comprehensive response to the client's insurance needs in a single interaction
A single client interaction and just a few minutes to obtain the complete plan
The broker's entire product range can be presented simultaneously in the recommendation
Generation of a comprehensive client profile with all centralized insurance information
Standardization of the offering presented by the broker's commercial network with maximum control
Generation of valuable information about client needs and preferences
Contact us to learn about the integration options
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