The ability to generate and hand over the necessary documents immediately in contact with customers is a major competitive advantage for insurance brokers and advisors as they can easily and ad hoc meet important obligations.

The law requires insurance brokers and consultants to minute the content of a counseling session concerning insurance benefits and contract details and to adequately document the generated information to insurance companies and customers.

If the entire process is handled electronically, it offers enormous efficiency gains and cost savings and also simplifies compliance with many different rules that are applied for the insurance industry.

The suite offers an expansive basis for new solutions that allow responsible persons (e.g. person in charge for car insurances) to create and to produce documents efficiently and with minimal effort. As well the relevant, personalized information is provided in a very fast manner through various channels of communication.

Thereby not only document related costs are reduced significantly. In the cost aspect as well incorporated are the simplification of business processes, the quick modification ability and launch of insurance products. Finally the immediate handing over of clear and correct customer documents leads to competitive advantages

Content of article:

• Introduction
• Flexible design of electronic contracts, policies and notices
• Basis for new solutions
• Awards