AddACCION for Brokers, Insurance Banking and Insurance Companies

AddACCION es una solución integral que ayuda a los Brokers, Intermediarios, compañías de seguros y canales no tradicionales a brindar una experiencia superior al cliente a través de la optimización de todos sus canales de interacción, incluyendo el contact center, fuerza de ventas y puntos de venta, portales web, dispositivos móviles, cobranzas y más. Nuestro enfoque en el cliente asegura que cada interacción sea personalizada y efectiva, mejorando la satisfacción del cliente y generando mayores oportunidades de venta.

Through our single screen that allows a 360-degree view of customer interactions, we make all processes more efficient, reducing costs and service times.

Thanks to our alliance with Inventiva Solutionswe are able to offer a solution that covers the entire business.


All in one

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.


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 of opportunities
  • Online quotation and sale
  • Settlement of commissions
  • Policy portfolio
  • Account statements
  • Collection of premiums
  • Claims attention
  • Online Quoters
  • Policy issuance
  • Settlement of commissions
  • Electronic data interchange (Api's)
  • Policy portfolio
  • Unpaid premiums
  • Claims status
  • Online Quoters
  • Online policy purchase (SOAT, auto, home)
  • Monthly statements (payrolls, fleets, registrations and cancellations of insured, transport, etc.)
  • Online registration and sales
  • Bulk upload of sold policies (when the channel uses its own system)
  • Recurring collection
  • Distribution of collections
  • Goals and incentives
  • Sales statistics
A customisable technological solution to optimise your sales, customer service, collections, surveys, etc...