Simpler, more sales
Nico is a platform to boost sales and ease the day-to-day workload for insurance brokers.
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.
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.