Sales Agent is a smooth new way of managing traditionally time-consuming processes for any agent whose job is to sell insurance policies on behalf of a mother insurer. The platform is designed and built for insurers, who can see the business advantages of streamlining their agents’ – or partners’ – work in the field. As an insurer you can, for instance, offer the platform to a car reseller thereby empowering this agent to sell insurance along with the vehicle. Many agents today are faced with the excel sheet challenge of continuously adding new customers and emailing them to the insurer. But because the Sales Agent communicates through the Tia stack, the solution ends all the manual hassle. Just like that.
Using REST API’s for customer, product, claims, payment and account information, agents are able to enter information and get the right policy price instantly. Sales Agent is an opportunity to sell the right customer the right product on the spot.
The platform is very easy to master, and users only need a 15-minute break – instead of a week-long course away from work – to be up and running.
The solution is built atop the Tia Core, so a lot of the back-office work that previously demanded manual action can now be automised. Like price checking. This frees employees from doing back-breaking routine jobs and empower them to use their competencies to create more lasting value.
The functionalities of Sales Agent are widget-based, which gives users the advantage of being able to easily plug the solution into an existing CRM system or another key platform. Either as an embedded version or a portal. That way you can run the new real-time processes within the safe framework of a well-known and trusted system.
1. Easy access on any device thinkable
2. Instant and precise price calculation
3. Quick overview of customers
4. Increased sales opportunities
1. Less back office work
2. Easy access to new partnerships
3. Cultivation of new distributions channels
We know. There’s nothing like a hard-core insurance software angle on a given subject. Get one from one of our experts at tia-support@sapiens.com.
Tia REST API
Core Policy
Business Rules Designer
Tia Cloud
Customisation & integrations
Multi-site, multi-country
Compliance/security
