The Omnichannel Technology Solution with Single Screen and 360° view of the customer for

Insurance

Helps brokers, intermediaries, insurance companies and non-traditional channels deliver a superior customer experience by optimizing all their interaction channels.

Our differential

Thanks to our alliance with Inventiva Solutions, we can offer a solution that covers the entire business:

It brings together the best technology to offer valuable functionalities such as: 360° customer view, product configurator, online quotation and policy issuers, CRM tools, telemarketing, claims, customer service, workflow, alarms, digital archiving, web portals, mobile applications, among others.

It is a modular, scalable and easily configurable system, ready to connect with any internal or external system. Capable of supporting processes, products and services of both life and non-life insurance companies, web portals, mobile applications, among others.

Consolidates all information from different back office systems - such as policies, claims and billing - to provide a single view of customers, improving service and allowing you to offer tailored products and services.

Our modules

Contact Center

Customer service
Clarifications / Claims
Telemarketing
Emergencies / Claims
Collections
Surveys

Online Sales

Online quotation and sale

Sales force

Budget & Forecast
Agendas and visit control
Follow-up on opportunities
Online quotation and sale
Settlement of commissions

Intermediary

Policy portfolio
Account statements
Collection of premiums
Claims attention
Online Quoters
Policy issuance
Settlement of commissions
Electronic data interchange (Api's)

Insured

Policy portfolio
Unpaid premiums
Claims status
Online Quoters
Online policy purchase (SOAT, auto, home)
Monthly statements (payrolls, fleets, registrations and cancellations of insured, transports, etc.)

Omnichanel

Online registration and sales
Bulk upload of sold policies (when the channel uses its own system)
Recurring collections
Distribution of collections
Goals and incentives
Sales statistics

AddACCION - Single screen with 360° customer view

We provide a solution for every need

Discover how AddACCION brings together the essential tools to optimize your processes while avoiding ALTA+TAB syndrome and transforming your customers ' experience.