Bright Insurance solution is designed for insurance companies that sell their services through an affiliate network. The solution helps to minimize the start-up time for the sales of new products through the partner network by automating all phases of the sales process. Besides there is no need for insurance partners to install additional software at their sides.
Bright Insurance is modern, flexible and user-friendly software for effective sales management through the partner network. Bright Insurance allows you to:
- increase sales;
- increase the partner loyalty by means of a convenient sales and reporting tool;
- control the online sales of the partner and individual employees.
Bright Insurance solution is realized on Microsoft SharePoint Services platform built on modern web technologies that ensure the highest level of data security and are closely integrated with other Microsoft products. As a result the solution can be easily configured in accordance with the requirements of each partner; it enables a controlled access of the partners to the system data, allows document printing in different formats and exporting reports to Microsoft Excel and Adobe PDF.
The web technologies used in the solution ensure that the users are able to get access from any part of the world with only an Internet access and a web browser installed.
Bright Insurance is easily customizable for specific tasks of a particular business, which makes it easy to enhance the information system as the company grows and in case its functional requirements change.
Benefits:
- Convenient contracts wizard.
- Quick launch of new projects with partners.
- Simple process to make changes to the existing products.
- Easy system interface which does not require extensive user trainings.
- Immediate sales reports with necessary details.
Possibilities:
- Creation of insurance contracts and their printing from the contract card.
- Contract registration in the system after the customer signs it.
- Error control on data entry.
- Archiving of insurance contracts.
- Maintaining the library of training materials for the users.
- Various scenarios of user registration.
- Processing of bank statements.
- Automatic control over contract statuses ("signed", "paid").
- Reports with various analytics.
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