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Unified Distribution Platform Platform for digitalization of all sales processes

The distribution of insurance is being marked by change. The traditional roles of agents, brokers and wholesalers are facing a turning point due to pressures resulting from technological innovations, news regulations, and budget costs. With the ever growing spread of digitalization in working- and living spheres, it is imperative for a company to possess high flexibility to scale operations which must match the challenging market demands, deliver consistent products and services as efficiently as possible. At the same time, one should never forget that the customer is in the centre of all endeavours.
The Unified Distribution Platform represents a simple method with which you can bring your back office to the front end. As a standard platform combining the advantages of marketing, product management, as well as field operations, the Unified Distribution Platform will support the complete process, ranging from data collection and validation to product configuration and availability, and all up to the generation of ratings and proposals. You are able to combine different modules in order to customise the sales process to your specific business requirements; thus you can distribute your products more flexibly and effectively than other contestants in the market, gaining that decisive competitive edge.
We follow our users and make sure that our products and services work for them.

Single source of truth


The solution enables you to define your products at a granular level so you can combine and package marketable offers and upselling scenarios. We guarantee accuracy and consistency by making sure that all data elements are reusable and not cloned.

Lifecycle digitalization


The analysis of requirements, quoting, new business and endorsements, is easily supported by this highly serviceable platform.

Multi-channel approach


The organization within your company will be consistent, since all agents, distribution partners, service centres, and customer self-service will be supported with the system consequently providing seamless handling of business processes. The Unified Distribution Platform gives you the freedom to co-brand and white label and in this way customize the way you sell your products in accordance with the intended channels and devices.

360-degree Customer View


All professional profiles having to deal with customer needs, like agents, brokers, bank clerks and telemarketing operators, are enabled to actively engage in activities concerning the requirements of the 360-degree customer view, which facilitates as well as simplifies the selling process of insurances.

Your advantages
  • Empowerment of users in the process of product combination forming bundled marketable offers, with minimal requirements regarding software development
  • Dynamic adaptation to new products with minimal software development requirements through the interpretation of new products and generation of needed data-gathering forms
  • Increased spanning of your company’s verticals in terms of collaboration
  • Enabling of agile integration with back office policy administration systems, portals, as well as other systems facilitated through a set of connection adapters
  • Provided support throughout the entire sales process
  • Uncomplicated and simple access due to a stationary and mobile application
  • Leverage of existing assets through the system’s integration capability (product configurators and engines)

 

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