A unified system to manage your financial and insurance services

A cohesive system mirroring your business's financial and insurance services in all its aspects is a foundation of its existence within the industry. Digital processes automate all actions, from the initial client inquiry, through digital contracts to the agreement's expiry.

Finance and insurance

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Finance and insurance businesses need high sales levels while maintaining the quality of service. Their agents work on commission and need tools that support their sales process and simplify data management. It’s important to them to know the entire customer history to personalize the interaction and maintain the aftersales relationship's quality.
When you create a large number of documents, such as quotes, agreements, policies, you inadvertently need to process a large number of data. Process automation and the ability to generate documents from a template become a much-needed solution. A well-designed document creation process limits the influence of a human factor, which means that the risk of making errors is limited as well. In addition, you can process your clients faster, which adds to the overall service quality.
The risk of the sensitive data leak is one of the main challenges for the financial and insurance industry. A solution is needed that allows you to process and archive data safely, limiting unauthorized access and in accordance with legal requirements. Thanks to high service standards, you can build client trust and loyalty, which leads to more contacts and contracts.

We help businesses optimize key processes:

Document management
Fast documents access
Lawful and safe data archiving
Increasing the speed of document circulation
Minimizing the risk of document loss or destruction
Client communication
E-mail access
VoIP integration
Communication history embedded in the client profile
Automatically assign documents to a client

We have been creating dedicated business applications for 30 years.

Talk to an expert.

Find out what your company can gain thanks to process automation - using modern sewn tailor-made software designed to meet the individual needs of your company.
During the 15-minute free consultation:
  • We are happy to hear about your challenges and ideas in which the automation and digitization of your company can help.
  • We will propose possible solutions and discuss what benefits they can bring to your company.
  • You will learn how to efficiently and without problems implement IT systems in your company and how to avoid the most common implementation errors by cooperating with a selected software vendor.
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Answer us about your challenges.
Our expert will contact you as soon as possible. The response time is typically 15 minutes.
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We are happy to discuss your individual requirements and needs - free of charge and without obligation
Call us at:
+48 534 364 515