In Cubis d.o.o. develops a mobile application for insurance agents, tailored to the specific needs of insurers and sales agents.

CHALLENGE AND MOTIVE

In the atmosphere of general digitalization of business, the basic motivation and goal when designing the application was to ensure the mobility and independence of agents from a fixed workplace. It is of great importance that such a solution has a positive effect on the quality of the sales process and the work done.

Selling is not a job that happens exclusively in the office or at the computer, but quite the opposite. Sales often take place outside, in the field and require constant communication and action.

Therefore, the goal is to ease the work of insurance company agents and provide a new tool, in the form of a mobile application, which will support such a dynamic business and aggregate key information relevant to sales conversation or customer service – anytime, anywhere, in the palm of your hand.

The idea in designing the solution was to make a clear overview of the agent’s own portfolio, have a good and motivating picture of sales results and as much as possible simplify communication with the client, and even open some new opportunities in the sales and after sales process. We can freely say that this is a mobile application with built-in CRM functionalities, with insurance-specific information.

Below is a description of the solution and some key modules and functionalities.