VSoft Insurance Platform – a solution for lessors to sell, handle and settle insurance policies
4
15
offline tariffs
+350 000
+3 000 000
insurance proposals prepared annually
Advantages of implementing VSoft Insurance Platform
VSoft Insurance Platform supports the daily work associated with customer service from the analysis of needs, through individual assessment, tailoring the best offer, to signing the contract.
The system provides full support for post-sales processes, such as policy updates, withdrawals or settlement of premiums and commissions. In addition, it allows ongoing monitoring of sales and provides a database of information about customers, their insurance items and policies.
VIP operates in an offer comparison engine mode, allowing the sales of several products in a single process. This makes it easy to manage the proposed insurance coverage and the availability of insurance products in the sales network.
Additional advantages of implementing VSoft Insurance Platform:
- integration of all processes related to the handling of insurance products in a single system,
- increase in the efficiency of insurance product sales,
- automation of billing and reporting processes,
- the possibility of implementing the product as a tariff engine.
Dynamic and flat (offline) tariffs of selected Insurance Companies
Modules available in the solution:
Product engine
Sales
CRM
Post-sales service and administration of policies
Settlements
Reporting and analytics
Comparison of insurance offers and options
Management of document templates
Integration and API
The application of VSoft Insurance Platform in a leasing company
Integration with leasing and support systems
Integration with the leasing system and supporting systems within the VSoft Insurance Platform enables the execution of the entire sales process from an external system, such as a leasing system.
A user utilizing the leasing system can, at the appropriate stage of the leasing agreement process, take advantage of VIP platform functionalities, such as offer calculations, adjustment of insurance coverage, granting discounts, or policy issuance.
In more complex situations that require individual risk assessment, users have the option to delegate policy issuance to VIP System users. The degree of integration is customized during the system implementation stage and depends on business conditions. Additionally, a prepared set of methods allows for retrieving data from VIP and feeding it into relevant systems and databases, facilitating a coherent data flow within the organization.
Comprehensive handling of insurance products for leased items.
The architecture of the solution allows for flexible configuration of the offer, which can be supplemented at any time with various additional products, such as GAP, Assistance or Legal Protection.
The platform also offers significant support in the form of a mass policy renewal module. It monitors the policy database and automatically prepares insurance continuation proposals with its appropriate scope for those items whose insurance coverage ends.
Thanks to configurable, cyclical actions, offers can be prepared in advance, thanks to which the continuity of insurance of the leased object is always maintained.
Tariffs and insurance products in a leasing channel
Our product guarantees full service in the sale of motor and property insurance of leading Insurance Companies in the leasing channel. The preparation of a comprehensive insurance offer in this channel most often involves the up-selling of complementary products, such as GAP or Assistance. Products of this type can be optionally offered together with primary insurance, either directly on the VSoft Insurance Platform or from within the leasing system.
The solution provides support for both dynamic tariffs offered by Insurance companies in the form of web services, as well as flat (offline) tariffs modelled directly in the VIP system.
Automation in the settlement of commissions with Insurance Companies
Automation of the settlement process reduces handling costs and eliminates the occurrence of errors and significantly reduces operational risks.
VSoft Insurance Platform automatically generates settlements of premiums and commissions, based on predefined parameters and schedules. Settlement applies to the entire sales network, with individual commission rates for each agent, and cyclical statement generation ensures that every instalment, refund or surcharge is accounted for.
The system also handles processes based on loading commission files submitted by individual Insurance Companies.
The module allows easy settlement of policies issued in the sales network, and also generates automatic information for agents about the expected amount of commission.
Additional materials
News
The first edition of Digital Vendor Day
Blog
Insurance product management
Discover the secrets of insurance product management! Our latest blog post analyzes the evolution of tariffs, from traditional to dynamic, utilizing web services.
Learn how the VIP System revolutionizes processes, enabling flexible product management, sales network settlements, and the creation of personalized offers.
Blog
Expand insurance market: How to transform an insurance multi-agency into an industry leader?
In today’s digital era, the applications we use daily process vast amounts of data, providing us with what is essential at any given moment. Building a suitable graphical interface used by many users is undoubtedly an interesting challenge. However, more crucial is constructing it to deliver the right information to the user and in a way that allows full integration of our solution with other systems.
Stay updated! On our LinkedIn profile, you will find the latest information about our products and, above all, a wealth of knowledge about the insurance industry.
We invite you to actively participate in discussions, share your insights, and delve into the intricacies of the industry. Together, we create a space where expertise meets innovation.
Write to us
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