VANQUERO
VANQUERO AT THE FOREFRONT OF DIGITAL INSURANCE AND AGENCY SERVICING
Vanquero introduces a game-changer to the insurance industry. By combining digital technology, connectivity and mobile, insurance companies and agencies can now tap into the power of information at their fingertips and detailed analysis.
Loan Origination
Main Modules & Sub-components
Sales Management
- Customer Relationship Management Module
- Lead Assignment & Management
- Client Profile & Portfolio Management
- Policy Enquiry
- Case Creation
- Needs Analysis
- Scheduling & Calendars
- Activity Management & Assignments
- Sales Dashboard & Reports
- Campaign Management
- Product Library & Downloads
- Company Profile Presentation
- Product Comparison
- Financial Calculators
Quotation, e-Submission & e-Policy
- Quotation & Multi-quote Comparison
- Product Engine
- Full e-Submission or Data Capture with Manual Submission
- Stand Alone or Integrated Underwriting Engine
- Multi-level and Simplified Underwriting
- Application Tracking & Notifications
- Sales Compliance Checklist and 3rd Party Checking
- Secured Document Generation & Storage
- Data Encryption and Device Management on Mobile Devices
- e-Signature Capture
- e-Policy Repository
- Case Reassignement and Delegation
- Supervisor Permission
Agent & Partner Servicing
- Secured Access Management and Portal Framework
- Dashboard Feature with Reporting Tool
- Access to Defined Documents (Statements, Reports, Policy Documents, Forms, etc.)
- Online Requests & Self-servicing
- e-Learning Module
- Servicing Agent View
- Supervisor View
- Online Surveys
system
We custom-built these systems for clients
Agency Servicing
Customer Self Service
Curious about our solutions? Request a demo today.
If you are interested in seeing the solution in action and finding out how we can help your business, please fill out the form below and we’ll get that booked for you right away.