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Simpler, more sales
Nico is a platform to boost sales and ease the day-to-day workload for insurance brokers.
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Problem and difficulties
The main problems for users were:
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Disorganization generating loss of customers for forgetting contract renewals..
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Preocupation and constant stress from trying to remember debts and claims.
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y por último la frustration of not having enough time to reach more customers.
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Solution
Through the traffic light methodology, we will notify the user of the state in which a policy, renewal or sale is located. You will be able to create specific automatic reminders to, for example, not forget to call a new customer and also nico will take charge of negotiating the insurance for the user. In this way, the user can focus on requesting new documents, prioritizing their clients and getting new clients.
