success stories

Integration platform for Insurance Mediation

Customer

Nationwide company belonging to a financial group

Sector

Banking & Fintech | Insurance

Capabilities used

ENEA Evolution, our evolved suite of customizable, parameterizable and scalable insurance products.

Situation

It is necessary to evolve the Mediation Core of the finance company in order to work with unity of criteria and homogeneity and achieve greater efficiency.

Tasks

We adapt our ENEA INTEGRATION platform as a DATA and PROCESS INTEGRATION SERVICE between the BROKER's management core and the financial institution's central systems.

 

WEB PLATFORM
TARIFFERS
BACKOFFICE

  • Contracts Consultation
  • Receipt inquiry
  • Premium Extortion Consultation
  • Claims Consultation
  • Documentary management consultation
  • Simulations
  • Formalization of Applications
  • Policy Formalization
  • Issuance of Documentation
  • Service and integration of data and processes

Action

We generate a single system for contracting and managing policies for third party companies as well as for the Entity's own companies.

Result

We increased the efficiency of the operational management of policies mediated within the AMAEF association by 50%.