The challenge
Give insurance professionals a single tool to follow clients, quote requests and contracts, while lightening administrative tasks.
[ Case study ]Finance · Insurance
MonAssu
MonAssu, the web platform for insurance brokers and distributors that centralises the sales journey, from receiving prospects to managing contracts.
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Challenges
Bring client files, quotes from several suppliers, contract documents and claims together in one interface, with a clear view of sales activity.
Our solution
A complete platform: client and contract records, document exchange, quote proposals, claims tracking, the quote-to-contract conversion rate, and premiums, clients and contracts broken down by supplier.
[ Features ]