Secure nico interface
Mockup on phone with secure nico platform interface

< Simpler, more sales

Platform designed specifically for insurance brokers. A complete solution that helps boost sales and simplify daily tasks, optimizing every aspect of the business, from customer management to process automation, allowing you to focus on what really matters: closing more sales and providing excellent customer service. See Nico Platform

various screens of the nico insurance platform

< Problem and difficulties

The main user problems are:

  • Disorganization generating customer losses caused by forgetting contract renewals.
  • Constant concern for trying to remember debts and claims.
  • Frustration for not having enough time to reach more customers.

< 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. In addition, Nico will be in charge of negotiating with the insurance companies. In this way, the user can focus on requesting new documents, prioritizing their clients and getting new ones.

decorative image of sales executives laughing

< Benefits

The entire client portfolio in one place, regardless of the insurance company.
Web platform, allows you to work from anywhere.
Increase free time, generating new opportunities.
Constant notification of pending tasks

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