Clever Agent
Optimizing insurance policy brokerage management
Evolution of the policy intermediation model through a centralized management and operations system.
Optimization of policy lifecycle management
Clever Agent emerges from a clear need in the insurance sector to optimize the way the life cycle of insurance policies for Brokers is managed. From lead handling and management to collections and renewals, the entire process failed to be centralized and properly handled.
RETO
Human error and lost opportunities due to decentralized management
The traditional operation of policy intermediation limits agents and brokers in their operational capacity, due to the dedicated tracking required for each policy for claims handling, renewals, endorsements, and collections, causing high opportunity costs.
SOLUCIÓN
Modular and centralized policy management
A platform was developed that centralizes, systematizes, and automates policy brokerage management. Allowing the proper operation of individual agents and large broker teams through automatic notifications, alerts, and payment reminders. All in one platform that centralizes communication, tracking, and history.
RESULTADOS
Optimization of Brokers' Operational Capacity
Human error was reduced, operational capacity increased, and management processes were optimized, making it easier for teams of agents and brokers to build better relationships with their policyholders and enabling them to expand their client portfolios.
60%
time optimization in policy management
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