Side-by-side table
Save time.
Customers in Iraq commonly identify themselves with a national ID number, so forms and records leave room for it. Offers from different insurers are compared side by side by cover, premium and terms. The reasoning for the choice is written in the record and presented to the client.
Incoming offers and additional terms stay on record; chosen and rejected alternatives are stored with reasons. The summary presented to the client is prepared as a PDF and after approval the chosen offer turns into a policy record.
Save time.
Fewer errors.
In one record.
Traceable.
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
We build the solution to fit your hotel and connect it to your existing systems.
We test with real workflows, train your team and only go live when everything is right.
Responsibility for the offer comparison and recommendation lies with the adviser; the system provides data order and records.
It depends on the interface the provider offers; options are clarified up front and written in the offer.
Needs analysis for insurance and financial advisors in Iraq: question form and existing cover summary. USD quote, Arabic and English.
Learn morePolicy management for insurance and financial advisors in Iraq: insurer and product and premium and payment frequency. USD quote, Arabic and English.
Learn moreAdvisory record for insurance and financial advisors in Iraq: record from a template and participants and date. USD quote, Arabic and English.
Learn more