Digital Wallet
Customers find their own policy
With the Digital Wallet your customers find what they need themselves, and the agency works on what counts.
Does this sound familiar?
Every copy is a phone call
- A customer asks for the same policy again.
- You send copies by email all day.
- Documents for signature go back and forth.
- Customers do not have their policy when they need it.
In plain words
The Digital Wallet, also called a customer portal, is a private page for each of your customers. They sign in with their own account and see what concerns them.
Their first login
- Create a user for the customer.
- They receive the details by SMS or email.
- They sign in from a browser.
- They see policies and documents and report claims.
Saturday night
A customer is preparing a trip and wants their motor policy on a Saturday evening. They open the Wallet and find it, without waiting for Monday.
Who it is for
For agencies that want fewer repeated calls.
Your agency, open to the customer
The Digital Wallet is your own space for your customers. They sign in from a browser, see their policies and no longer need to call you for every copy.
The customer
- Finds their policy on a Saturday night
- Downloads their documents
- Signs what is pending
- Reports a claim with photos
The agency
- Fewer calls for copies
- Fewer emails with attachments
- Signatures without the back and forth
- The claim arrives with all its details
How a customer request changes
The Digital Wallet is the customer's side of your insurance agency software. What sits in the back office is visible to them too, while multi-quote and internal work stay in the agency.
Start with the customers who call you most often for copies. Create their account, show them once where their policies are, and those calls stop. Ms Tselebi's agency in Serres went a step further and made it into a social media video. That made the service something her customers can see.
What's included
- Their policies
- Customers see only their own policies.
- Documents to sign
- They see the documents awaiting their signature.
- Claim report
- They report a claim, with photos.
- Their own account
- You create it and they receive their sign-in details by SMS or email.
- From the browser
- Nothing for them to install.
- In every plan
- Included from Connect Start.
How it connects to the rest
Frequently asked questions
How does it differ from the Mobile App?
The Digital Wallet opens in a browser and is included in every plan. The Mobile App is an extra, a separate app for the customer's phone.
Can customers see other people's details?
No. They see only what concerns them.
Who creates the customer's account?
Your agency, from the software.
Does the customer need to install anything?
No, it opens in a browser.
Which plan includes it?
All of them, from Connect Start.
Can I try it for free?
Yes. The trial lasts 14 days, with no card and no commitment.
Is there anything to install?
No. Everything runs in the cloud, from your browser, with no server at the office.
Do you help me get started?
Yes. Moving your data from your old system and helping your team in the first days are free.
Does support cost extra?
No. Support is included in your subscription.
Can I cancel?
Yes, whenever you like. Cancellation takes effect once the current period is over.
All products
Three short steps, and you know what fits
Tell us how your agency works. We suggest a plan and add-ons, and you try them for 14 days with your own data.