Annual review
Save time.
Booking journey
Follow-up and renewal: for insurance and financial advisors
After the contract, ongoing care continues with annual reviews, claims support and renewal reminders. The client always stays informed.
- English and the community languages your customers speak
- EUR, IVA and local levies
- Data protection under GDPR
Beside the client after the contract
An annual meeting date is suggested for each client; offers are compared again before renewal. In a claim the advisor follows the steps and the client sees progress via portal or message.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Spanish specifics
Contact frequency is set by advisor and client preference; marketing messages need separate consent.
Frequently asked questions
Is the client portal mandatory?
No; it is optional, clients who prefer are informed by email.
Related topics
Contract and policy
The client chooses an offer, the application is prepared, signed and sent to the insurer.
Learn moreDeadlines and reminders
Renewal, termination and payment dates appear in one calendar; reminders go to the adviser and client as a deadline nears.
Learn moreClaims tracking
The client’s claim report is recorded, passed to the insurer and followed step by step.
Learn more