Your challenges: A complete, multi-channel, compliant subscription journey.
Life insurance products are traditionally purchased face-to-face with an advisor.
The numerous round trips increase the risk of non-compliance and the cost of processing subscriptions.
To offer subscription on their interfaces, distributors must conduct a complete IT project with the provider that can take several months.
Our solution: Offer standardized subscription paths to life insurance products.
- Our solution creates a digital version of your life insurance offer.
- You edit the subscription path according to the suppliers' requirements without any IT development.
- Your distribution partners have advisor access to the paths and can add steps related to the duty to advise and customer profiling.
- Your customers can subscribe online in a few clicks with or without the assistance of their advisor.
- Subscription data is automatically shared with the suppliers' information system to perform management actions.
Your benefits: reduce compliance risk and democratize the purchase of life insurance products online.
10 minutes
To take out a life insurance policy.
20 days
To market an off-the-shelf life insurance product without any IT development.
4000+ distribution partners
Can carry out the online subscription on behalf of their customers.