Process start
At the beginning, all relevant contract data is automatically transferred from the master data and then inserted into the contract template.
The digital end-to-end contract conclusion process enables insurance companies to handle remuneration and brokerage agreements efficiently, transparently, and without media discontinuity.
Automated data mapping, validation logic, and eIDAS-compliant signatures significantly reduce administrative effort and sources of error. Broker managers and brokers benefit from an improved user experience, fewer queries, and faster processing. The automated creation and storage of contracts in inventory systems ensures consistency and traceability. Changes and corrections can be made flexibly and digitally without restarting the process. This shortens closing times and sustainably increases sales productivity.
Request your demo nowAt the beginning, all relevant contract data is automatically transferred from the master data and then inserted into the contract template.
Approval
A supervisor checks the contract data digitally and approves it for further processing. If necessary, corrections can be made directly in the system.
Option for error correction
Agents or advisors have the option of correcting specific errors so that only the relevant fields need to be updated.
Digital signature(s)
The contract documents are signed digitally and in accordance with eIDAS directly in the process by the persons authorized to sign, ensuring that the entire process remains legally compliant and paperless.
Contract creation
After signing, the final, sealed documents are automatically created and transferred to the connected systems without any manual intermediate steps.
Contract conclusion
The process ends with the digital storage of all contracts and documents in the inventory system, so that all parties involved have access to the current agreements at any time and conclusion times are significantly reduced.
