eInsurance

eInsurance is a web application designed for online sale of insurance and / or obtaining online various offers from insurers. It is natively integrated with Charisma ERP sharing all information. 

Benefits:
  • Streamlines the process of selling or obtaining insurance offers;
  • Automates the entire insurance process from obtaining the offers to signing the policy and then tracking payments;
  • Ensures comparing different offers for the selection of the best offer.
 
Features:
  • Provides management of civil liability insurance (RCA), applications for CASCO insurance, housing, life, health, professional liability, accident insurance etc.
  • Allows getting multiple offers for insurance services, with the possibility to compare conditions and prices.
  • Includes advanced methods of search, offer and demand, details about the largest insurers on the market and their offers;
  • Includes a special platform for expert advice, providing solutions;
  • Includes options of direct issue of the car civil liability insurance (RCA);
  • Effectively manages the claim files, supports initiation and solving of the files and reduces the time allocated for recovery of possible losses;
  • Includes a performing system of notifications / alerts / periodical notices about the situation of instalments or policies at maturity;
  • Completely automates and manages the transactions and operational workflow of insurance policies due to native integration with Charisma ERP or with any other company resource management system, such as ERP;
  • It is interfaced securely and in real time with insurers through web services; in case of absence of an online and permanent connection with the insurer, tendering data can be generated quickly based on insurance agreements concluded between the insurer and insurance broker.