Omnichannel insurance agent portal and mobile app

Core Systems Experiences Insurance EMEA

4

months

A digital platform including online portal and iOS and Android mobile apps for agents that replaces a legacy portal. The system includes first notification of loss, 20 non-life quoting tools, a 360-degree view of customers, policies, claims, and receipts, receipt collection, and more. Additional detailed features include biometric login, mobile notifications, universal search, workflow authorization process for out-of-autonomy quotes, and management dashboards. The improved user experience resulted in a 2x increase in policy sales.

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Omnichannel insurance agent portal and mobile app for improved UX

“The feedback has been great, and we're seeing a real increase in users. More agents work directly with us because of the new platform. The old platform was very difficult to use, and it was difficult to bring new agents in. Now, they're excited to use our application.”

Marco Navega Program Director
Zurich Insurance Group