Much more than a Saas for insurance

Effortlessly scale your sales with our insurance technology

Saas para seguros

What is a Saas for insurance?

When we talk about Saas, or Software as a Service, we refer to technological solutions that do not require installations to enjoy their functions. The user works with an online tool, so there is no need for downloads and updates.

Applied to the sale of policies, a SaaS for insurance allows to serve customers more efficiently, reducing costs, automating the management of tasks, organizing information… among many other advantages. The result is obvious: the company can afford to increase its client portfolio without having to allocate so many resources, achieving a 100% effective management.

Moreover, in the case of, this Saas is synchronized with marketing tools, creates embeddable quotes on any website, creates and interprets tracking pixels…

Advantages of using a Saas for insurance

We have created the only solution 100% focused on both the end customer and the insurer or broker, also including networks of collaborators and partners that work distributing insurance (such as online stores, marketplaces, service portals…).

And best of all: we have managed to automate and digitize all processes completely, allowing to scale the distribution and sale of policies of any business, both traditionally insurers and non-insurers.

Moreover, thanks to the easy and intuitive development of, anyone will innately know how to use the tool.

Ventajas de los saas para seguros

Increase your customer base and serve them satisfactorily with less effort, get new sources of acquisition or create a network of partners.

Thanks to our control panel, you will have information at all times of the activity of your customers and its origin, in addition to being able to meet their needs in an automated and instantaneous way, without having schedules, calls or people who have to perform any task or management manually.

Get more for less.

In an increasingly exploited sector, differentiating yourself from your competitors has become a difficult task. In these circumstances, offering your audience a digital system that adapts to their buying habits and responding quickly to their needs will ensure you position yourself ahead of the rest.

Take advantage of the functions offered by our Saas for insurance to give your customer 100% personalized attention, offering them what they need at all times.

Renewal notices, complementary policies, tailored offers… Without having to spend time and resources! Our technology will take care of everything for you.

Thanks to our SaaS you will enjoy a digital tool 100% adapted to you. Corporate colors, typography, automations, email content… No one will notice that it is an external solution.

You will be able to integrate the tool in any digital support, such as your website. Finally you will be able to serve customers in a scaled and efficient way, allowing you to increase the revenue and size of your business.

Consumer patterns have changed. In the digital age, where more and more users expect to have everything instantly, the insurance industry has not yet gone digital.

Why not be among the first to use a SaaS for insurance? Your company would position itself as a reference in terms of online policy sales.

Sin coste, sin desarrollo y ultra rápido

Saas for insurance for non-insurance companies

Did you know that is not only for businesses that traditionally operate in insurance? It doesn’t matter the sector of your company. You will be able to offer policies to your customers that are related to the product you offer, achieving cross-sales, specializing in your sector and increasing the satisfaction of your users for finding everything they need in your business.

Saas for insurance companies

You are a company specialized in insurance sales and distribution, why not digitize your processes to sell more with less effort? You would increase your profit margins and offer your customers something they have not yet found in other companies: digital and instant service.

Scaling up insurance sales effortlessly

Discover our functionalities

The options offered by our insurance SaaS are unlimited. No matter your business type or size, adapts to you and helps you sell policies online quickly and easily.

You will have a system for automating and embedding the platform and its quotation systems anywhere. This way, you will be able to sell insurance in an easy way.

Our platform is the first one capable of digitizing any part of the policy distribution and sales process. Acquisition, sales, after-sales service, claims, collections...

There is currently no other insurance software that solves as many needs as and adapts to any type and size of business. In addition, our functions are designed to solve both the needs of the end customer and the needs of intermediaries and insurers.

Finally it is possible to control and manage interactions with both your customers and your intermediaries in an efficient way. Our CRM for insurance is easy and intuitive, allowing you to set up automated notifications, tasks and management.

We have managed to be the most complete solution in the market, offering a program to sell insurance with solutions adapted to all levels of technology, needs and business models.

Our solutions can be integrated into any web, app or digital support. You will not need any technological development on your part and thanks to its high level of customization and configuration, no one will notice that it is an external solution to your business.

Frequently Asked Questions

Clearly, yes. Our Insurance SaaS enables any business to sell and distribute policies in an agile and cost-effective way. You save resources and give your customer portfolio what they really need by offering them a tailored service.

With our API, you can immediately quote prices online and the user can complete the contracting process independently in less than 5 minutes.

– All types of business

– All sizes and volumes of business

– Suitable for all technology levels

The process starts with one of the main attractions of this software: the user creates a quote via an embedded insurance that the company has integrated into its website, which provides an instant price and allows you to sign a contract on the fly.

The data provided by the customer is mirrored in your dashboard or admin panel, allowing you to track and qualify the nature of each prospect. You can access the user’s or customer’s information whenever you want, automate messages and offers….

In addition, thanks to our development, you can also benefit from other features:

– Insight into the acquisition source of the signup (organic visit to your website, social media campaign, email feed, Google advertising…).

– Automatic notification when a renewal is due.

– Configure message templates for your emails and WhatsApp messages.

– Manually or automatically change the phase of the lead in the sales cycle.

– Monitor the productivity of your employees or your employee network.

With increasing competition in the industry, it can be difficult to stand out and build a good reputation. For this reason, it can be very positive to focus on measures that improve the shopping experience and provide immediacy, better communication, ease of reporting complaints and claims, etc.

There is no one rule that applies to all situations and businesses, but these are the ones that are often crucial and that already has:

– Show lead information in sync with the business or business opportunity.

– Track and follow up on business opportunities.

– Maintain a history of user development and behavior throughout the sales cycle.

– Enable rate management

– Productivity tools

– Provide the ability to add notes about the customer and share them with other sales colleagues.

– Segmentation

– Complaint management

– Real-time chat

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