With a deep understanding of the insurance industry and advanced technology expertise, we offer insurance brokers innovative opportunities to digitize sales and management of OCTA and KASKO products. Our solutions increase efficiency and facilitate administrative processes by giving brokers the ability to focus on customers' needs and improve their service.
Our insurance software solutions are designed to help brokers work smarter and more efficiently, enabling them to achieve outstanding results in the competitive insurance market. As well as adapting, we are helping brokers overcome the challenges posed by the rapidly changing digital landscape by giving them flexibility and resources to be one step ahead of competitors.
By integrating insurer technologies, data sharing takes place in a more modern and meaningful way.
OCTA quote module
Calculation and comparison of OCTA bonuses
Saving and printing OCTA calculation
Preservation of OCTA offer and issuance of policy
Calculation and quotation list
Return an insurer's policy printout
OCTA restore reminders
API methods for integration into broker e-sales sites
KASKO quote module
Calculation and comparison of KASKO bonuses
Creation and preservation of KASKO's offer in insurer systems
Matching KASKO's offer with the respective insurer
Updating KASKO offer data from insurer systems
Sending a KASKO offer printout to customers
Accounting of policies
Automatic loading of policy data (API methods for integration)
Policy register
Customer register
Accounting of broker and employee commissions
Reporting block
Renewals
Terms of reference
Invoice module
Automatic/manual invoicing
Printing and sending an invoice to a customer
Invoice online payment, automatically issuing and sending a policy to a customer
Complex invoices
Receipts, preparation of turnover reports and collection reports
Import of FiDAViSta extracts
Administration module
Company settings
User and role registries
Business units and their users
Business insurance products
Cooperation agreements
Employee cooperation agreements
Audit of employee actions
Use technologies that serve your customers, your team, and your business.