A system of tools dedicated to Insurance Intermediaries and Risk Managers to quickly know what the specific business risks and customer-family needs are.
Quick Analysis is one of our fastest ways to measure risk areas and real needs. Our partners use it to give their customers-company and family-customers direct and measurable data in the form of a graph on the risks to be protected and against which to activate a Risk Management line and to combine adequate insurance coverage.
Answering the questions of the system generates a graph that visually reports the risk situation of your sector, in bars or in pie form.
On the Company side, this analysis helps to fulfill the IDD2016/97/UE directive.
The customer, together with his / her consultant (you), structures an immediate plan of actions aimed at securing the company or family where they are most exposed.
The sales process rises in quality: collaborators start talking about risks and needs and not policies.