Company description
Insurance Brokerage Company operating on the Italian market, National Leader for Professional Indemnity Insurance and important Insurance Broker of reference for Self-employed Professionals, such as Doctors, Lawyers, Accountants, Engineers and their Orders, Associations, Unions and Scientific Societies.
The Challenge
To enable insurance consultants to efficiently and effectively analyze products in order to raise the quality level of the proposal of the same and to highlight the most suitable elements for the insured, facilitating the comparison between different solutions in line with the regulations in force.
Our Solution
A solution has been provided that is capable of :
- Instant analysis of insurance offers highlighting the important elements of the selected insurance offers, the most relevant strengths or weaknesses according to the policyholder's profile;
- Automatically generate arguments to provide comprehensive and transparent advice to policyholders.
- Answer policyholders' questions quickly and reliably about their current or proposed offer. In particular, this functionality makes it possible to guarantee a good level of quality in the answers provided, as well as a homogeneity of discourse and answers to questions requiring a good level of technical expertise.
- User reporting module, each insurance advisor has a reporting module that gives him a view of his commercial activity, his successes, the most analyzed offers.
- Centralized reporting, the information collected is returned in full to the insurers, so that they can obtain valuable information on the commercial performance of their networks.
Achievements
The solution has enabled the Insurance Advisor to ensure simple and transparent communication that achieves the following results:
- Identifying, in relation to market needs, the most appropriate combination of covers
- Highlight the salient points of the insurance product through efficient analysis
- Compare contract terms (product to be offered and competing product)
- Highlight the differences between the covers in terms of strengths and areas of concern in a transparent manner.
