The general agency · Technology
A robust technology platform
It is possible to work 100% paperless and telecommute at your convenience. Thanks to the massive investments we have made, you will have access to cutting-edge technologies and innovative marketing tools to stay ahead of the game. Our platform lets you track the progress of your customers' files from underwriting to policy issue, and receive forms and documents electronically.
01 · Accelerated underwriting
- A detailed check of all proposals is automated
- Priority is given to all daily follow-ups to speed up contract issuance
- Rejected and over-rated cases generate negotiation and recommendations
- Expertise in pre-selection among insurers, reinsurers and other specialized organizations
- All cases likely to be reconsidered generate a notification
- At your request, we can order all pricing requirements
02 · CRM
Client management platform included (CRM)
Maximize the returns of your client portfolio with our CRM — a powerful tool that helps our broker partners better organize their communications, increasing their efficiency and business performance.
03 · MAVI.VIP — online quotes
On Mavi.vip, financial security advisors create their own personalized link to quickly obtain online quotes for various insurance policies. Find the ideal protection for your clientele.