Plug
Embed the subscription process for banking and insurance products on all your web and mobile distribution channels
- Subscription by the client and the advisors.
- Customizable according to your needs.
- In less than a month.
- Without computer development.
Opt for the banking and insurance of tomorrow:
without IT development but with efficiency.
Banks, insurance, distributors, increase subscription volumes on your products today.
- Create digital versions of your banking and insurance products in less than a month.
- Provide compliant and standardized subscription paths, customizable to your graphic design.
- Deploy your subscription paths on any customer and partner interface without IT development.
- Connect easily all your management tools.
Banks, insurance, your banking and insurance products become available to subscribe 24/7.
Generate a digital version of your products
- Validate the digital versions of your products generated from a webservice, an API, or an Excel pricer,
- Manage access to your offers online.
Personalize your subscription path
- Set up all the steps of your subscription process via our no-code interface,
- Apply your graphic charter.
Digitize direct and intermediary distribution
- Add the subscription path to your customer interfaces without IT development,
- Share the subscription path with your broker and distributor partners.
Automate the sharing of subscription data
- Define the data to be shared and choose the sharing mode: API, webhook or flat csv file,
- Share data with your IS and those of your distributors.
Brokers, distributors, e-commerce sites, expand your offer of banking and insurance products and provide online subscription.
Expand your offer
- Enrich your banking and insurance product offering by requesting access to producers,
- Access customizable subscription paths.
Set up the steps of your duty to advise
- Automate the collection and verification of customer data and documents,
- Propose, on a unique path, the products of your partners like the biggest internet comparators,
- Instantly recommend the most suitable product for your customer's needs.
Offer online subscription without IT development
- Apply your graphic charter and integrate a panel of third-party services in one click from our no-code interface,
- Deploy a personalized subscription path on your website with a simple line of code or a secure URL.
Optimize your sales process
- Automate recurring tasks such as pricing on each of your partners' extranets,
- Boost your conversion rate by automating the transfer of subscription data.
The benefits of the Particeep Plug solution
24/7 availability to subscribe to your banking and insurance products online
- Provide your customers and partners with personalized interfaces to subscribe to banking and insurance products.
Effortless digitization of your distribution network
- Offer brokers, distributors and consultants standardized and compliant subscription paths.
Simplification of the duty to advise for brokers
- Ensure compliance with your duty to advise online,
- Offer online subscription to the most suitable offers for your customers' profiles.
An increase in the volume of your subscriptions
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Embed without IT development the subscription to your banking and insurance products on all your online, offline and mobile channels,
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Market your products and those of your partners online.
The Particeep Plug solution in a few figures
1 month
For the implementation versus 12 months minimum in case of in-house development.
< 5 minutes
Subscription time for an insurance product.
75%
Average rate of completion of subscriptions.