High-value solutions to boost your personal insurance offerings at every stage of the customer journey
Our turnkey SaaS solutions seamlessly integrate into the existing systems of insurers and mutuals. They cover the entire customer journey, from acquisition to beneficiary management.
Solutions in synergy with your environment
Manage your beneficiary clauses and optimize your compliance
Build customer loyalty and strengthen your long-term relationship
Attract and convert qualified leads
Capturing and converting leads with traditional methods is challenging. Without an interactive and engaging experience, commercial opportunities are left untapped.
Our platform is designed to capture the attention of your prospects and encourage them to take action :
- An interactive educational simulator to conduct a comprehensive and personalized “Family Protection” needs assessment.
- A solution that enriches your databases with detailed and actionable information.
- A seamless integration on your website or CRM to turn every visit or lead into a qualified prospect, ready to be contacted by your advisors.
A significant increase in collection thanks to precise and tailored assessments
Enhanced multi-ownership through targeted and personalized recommendations
An increase in revenue with better conversion of business opportunities
Adapt our solutions to your brand and products with advanced customization and seamless integrations.
Manage your beneficiary clauses and optimize your compliance while reducing operational costs
Regulatory requirements related to managing beneficiary clauses can be complex and time-consuming, and the verification or archiving of documents increases legal risks.
A reduction of over 50% in costs related to manual processes and errors
Peace of mind for your teams, freed from administrative constraints
Simplified compliance audits, without compromising on security
Benefit from dedicated support and tailored training to maximize the impact of our tools
Increase collection and boost your life insurance revenue
Advisors often lack the tools to effectively identify client opportunities and provide tailored recommendations.
Our platform is designed to detect opportunities and turn every client need into immediate growth for your collection :
- A guided, intuitive, and quick assessment that identifies key client needs in the areas of savings, insurance, and retirement.
- Clear, educational, and personalized proposals through a process structured around specific needs areas.
- Sales support that assists your advisors during their meetings to maximize the impact of recommendations.
Significant increase in lead conversion rate
Enhanced engagement through an educational and personalized approach
A more efficient lead generation, providing your teams with opportunities ready to be exploited
Ensure the protection of your data and comply with regulatory requirements with a certified infrastructure.
Retain your customers and strengthen your long-term relationship
After subscription, few services strengthen customer engagement. The successive steps and management of sensitive documents are often poorly supported.
Our platform is designed to enhance the customer experience and build trust:
A premium and secure client area, including estate planning services:
- An estate planning information kit to prepare for and anticipate key stages.
- Proactive beneficiary clause management.
- A digital vault to centralize sensitive documents.
- An express module to quickly address specific needs.
- A personalized customer experience that meets modern expectations for after-sales service.
Increased loyalty through a customer-centered approach
Extended contract lifespan with an enhanced customer experience
A stronger customer relationship with differentiated and tailored services
Take advantage of scalable solutions aligned with the latest market opportunities.
Solutions that simplify every profession
Our turnkey SaaS solutions seamlessly integrate into the existing systems of insurers. They cover the entire customer journey, from acquisition to beneficiary management.
A turnkey technology platform to support your teams
Our complete technology solutions are designed to support your teams (management, compliance, marketing, sales) and enhance your clients’ experience throughout their journey. Flexible and modular, they adapt to your priorities to maximize your performance and impact.
Custom configuration
Customize colors, logos, URLs, and customer journeys to match your brand, with seamless integration via API or SSO.
A dedicated support
Benefit from a Customer Success Manager throughout the deployment, as well as a training and information package for optimized use.
Simplified API and integration
Access a set of powerful APIs to easily integrate our solutions with your existing tools (CRM, ERP, etc.), including through Zapier.
Security and compliance
A robust and certified infrastructure in France that ensures data protection and legal compliance at every step.
For general agents, brokers, and wealth management advisors
A turnkey SaaS solution that optimizes client discovery, compliance, and boosts commercial performance.
