Insurance agent portal

The agent portal provides a 360-degree view of the customer and increases operational efficiency and profit margins. It delivers relevant information and actions for agents to improve their service, such as a customer’s value for Fidelidade. It also gives an integrated view of all customers and is aligned with all channels. Each feature was built to optimize meaningful actions for each customer. 5000+ agents use the portal, and it has improved sales efficiency, cross-sell, and up-sell in 7.5 percent of customers, delivering €1.8 million in additional revenue.
This innovative platform leverages cutting-edge technology to streamline insurance processes, enhance customer experiences and drive operational efficiency.
Key features of the platform include personalized policy recommendations, real time risk assessment/quotation, claims reporting and tracking, and more.