Vehicle manufacturers and sellers are diversifying by offering online insurance services to their customers: automobile warranty extensions, etc.
Have a turnkey digital subscription solution that can be deployed on dealer intranets, customer interfaces and distribution partners.
Automate data sharing with heterogeneous information systems.
Is a no code, customizable solution allowing subscription online in self-care or via advisors to car warranty products without IT development.
Provide, based on a Rest API, a data-sharing module that can be configured as desired according to the prerequisites of each information system.
In order to improve direct or intermediated customer acquisition, health and welfare insurance producers end-to-end online underwriting paths for their offers.
Have a personalized subscription path for the company and its distribution partners.
Offer a personalized quote based on the information provided by the prospect and engage the customer directly via a digital subscription process.
Allows the creation of white label subscription paths in a few clicks without IT development.
Is connected to insurance products, making it possible to grant a commercial proposal identical to the one received in a physical agency, then to contract directly on the website of the insurers or that of the distribution partner.
Consumption habits are evolving towards the adoption of digital banking solutions. Banks must offer seamless online account opening paths in order to win new customers.
Automate customer knowledge, customer data verifications, online subscription eligibility.
Connect to the bank’s information system.
Provide several additional offers to the customer when opening their online account.
Is an Open Finance solution meeting STET standards and integrating third-party services: identity verification, strong authentication, e-signature, etc.
With the emergence of mortgage comparators, consumers expect to be able to continue their subscribing experience and underwrite real estate loans online.
Personalize the commercial proposal according to each customer profile by being identical to the one obtained in a physical bank branch.
Subscribe to mortgage online without the customer being required to go to an agency while respecting legal constraints.
Integrates by API into the bank’s credit granting system by reproducing its model to offer pricing identical to the one obtained in a physical branch.
Allows end customers to subscribe to mortgages online until the signing of the loan agreement on partner sites thanks to the aggregation, verification of customer data.
Following the passage of the Hamon law and the proliferation of online insurance offers, consumers are increasingly looking for their loan insurance online.
Offer the best price matching the client’s coverage needs and profile.
Offer an end-to-end, seamless underwriting, integrating dematerialized medical screening.
Host the solution on HDH labeled servers (healthcare data hosting).
Is connected to the underwriting system of several insurance companies and has a recommendation algorithm to highlight the best offer for the end customer.
Is a solution connected to the information systems of insurers to automate the transfer and recovery of data to finalize online subscriptions in the event of the health questionnaire validation.
Integrates with a line of code on partner websites and is hosted on HDH labeled cloud servers.
Digital is playing an increasingly important role for savers looking for long-term investments. Life insurance producers and distributors want to take advantage of this popularity to offer customers and non-customers a subscription to contract 100% online, free of charge and accessible from a few tens of euros.
Provide a 100% digital life insurance offer, deployed without IT development on any customer interface.
Offer the client the best investment project recommendation according to his profile and according to the management types available (discretionary mandate, investment advisory, self-managed).
Ensure the legal compliance of the subscription of the investment project until the constitution of the subscription proof file.
Enables the deployment without IT development of underwriting for life insurance contracts integrating the different management modes and accessible by third parties on request via a Rest API and via a dedicated distributor dashboard.
Allows a customer to subscribe to a life insurance contract in self-care on a site or an advisor to initiate the subscription process on behalf of a customer from their dedicated Plug dashboard.
Integrates third-party solutions to automate portfolio allocation according to the client’s profile and ensure legal compliance according to the insurer’s prerequisites for the underwriting via the automation of proof of sale and electronic archiving.
The arrival of insurtech companies and the presence of online comparators are encouraging consumers to subscribe to their insurance products online.
The dematerialization of the subscription processes and the constant enrichment of its offers according to the changing needs of customers helps to ensure the sustainability of any insurance brokerage activity.
Be able to offer at least three insurance products according to the needs and the profile of the client in order to comply with the directive on insurance distribution via a single subscription process.
Automatically transfer subscription data to the CRM, to the call center as well as to the existing information system.
Offers on an end-to-end subscription process, a pricing step presenting all the partner offers and the criteria allowing them to be compared with each other.
Connects via API Rest to your CRM and those of your partners to automate the transfer of subscription data.
The customer and credit broker relationship is going digital.The digitization of brokerage does not stop with online subscription but also automates the exchange of subscription data with partner banks.
Have a unique subscription process that complies with regulations, integrating all bank account opening and credit offers and including at least level 2 online signature.
Follow the subscriptions of their customers and automate the data transfer in its CRM and in those of partner banks.
Meets Open Banking standards, is connected to banking product repositories and allows online subscription, payment and electronic signature.
Allows digital subscriptions and transfer of subscription data to brokerage CRMs and those of partner banks.