The program streamlines the insurance process, ensuring efficient customer management and a work process that eliminates 100% of documents in physical format.
With the launch of the new service, the company continues to implement its digitization plans in the agricultural insurance sector. Agra Asigurari has adapted to brokers’ increasing need to access a digital platform with intuitive functions that fully support the sales process, allowing them to issue offers offline.
The main advantage of implementing a digital system for brokers is quick access to an insurance quote and document archive. Thus, brokers have access to a personalized dashboard that updates in real time. Here I can see all the offers issued, the number of active customers, and the policies under management, such as the approved claims and claim statements.
The platform also allows a broker to issue several commercial offers to a customer, after which the latter chooses the offer that best meets their needs. Subsequently, the broker sends the customer the final proposal via e-mail and the latter can digitally sign the contract and the insurance terms. Once the customer has signed the necessary documents, the regional managers are alerted to approve the submission, saving the final documents into the Agra Asigurari database. Following the internal acceptance, the policy issued is available both for the broker and for the customer.
Also, the tool synchronizes with the Agra Sat portal, a free service providing farmers with satellite images of their crops in the area insured.