INSURANCE

Quote and issue policies from any company

INSURANCE

Discover unlimited possibilities

Scalability in the incorporation of new insurance companies or brokers

Property and life insurance management. Online, multi-platform

Full API integrations (main players already homologated)

Instant boarding of promoters and POS

Origination

Define your flows, set up the bundles and manage the progress of statuses.

Offer

Segment and pre-qualify your customers according to behavior. Define business rules and automate decisions.

Management

Manage property, life and labor insurance. Manage insurance companies and brokers, points of sale, promoters and collections.

Compliance

Complies with KYC/KYB, anti-money laundering and anti-terrorist financing requirements.

Reporting

Evaluate the performance of companies with reports by role, profile, product type and portfolio. Access to all historical data.

Get more information about INSURANCE

Get to know the products behind our INSURANCE solution.

CleverOrigination

Multi-device workflow for customer and product originations.

  • Sets up flows for manual document completion.

  • Establishes and manages the progress of states and files.

  • Allows to manually assign tasks to analysts, perform audits, and access audits trail.

CleverDecision

Decision, risk, and scoring engine, with real-time impact.

  • Allows you to define business rules and automate decisions.

  • Analyzes customer behavior data.

  • Segments and prequalifies.

CleverCore

Multi-country, multi-entity, multi-merchant, multi-product, and multi-currency core.

  • Manages property, life, and work insurance.

  • Allows you to configure parameters for insurance companies or brokers.

  • Manages POS and promoters, and payments.

CleverMonitor

It is a task scheduler that automates processes and manages interfaces.

  • Allows you to extract data from repositories.
  • Manages and validates input and output of information.

  • Processes in batches and updates records.

CleverMiddleware

Link between operating systems and databases with Apps and services. 100% Cloud via APIs.

  • Provides an additional layer of security.

  • Simplifies integrations.

  • All the main players are already homologated.

  • Accelerates Time to Market and facilitates the incorporation of changes and functionalities.

  • Ensures that a possible failure does not affect other applications or systems.

CleverAlert

Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) product.

  • Allows you to meet all anti-laundering requirements and prevent terrorism financing.

  • Integrates KYC/KYB validation processes.

  • Integrates queries to Terrorist Lists.

CleverReport

Fully navigable and flexible report and dashboard manager, with real-time updates.

  • Allows you to evaluate campaign performance.

  • Generates reports by role and profile type, by product type, and by portfolio.

  • Allows access to all historical data.

Pillars of our technology

LOW CODE

We did it all so you don’t have to code.
Implement faster. Involve the business team.

API & CLOUD

We simplify the integration and scalability of your operations.
Take advantage of the power, security, and resilience of the cloud.

MODULAR

We customize each solution and combine them synergistically.
Add, remove, or update components efficiently.

OMNICHANNEL

We unify the experience across all your channels, platforms and devices.
Manage your reporting, profiles and flows centrally.

REPORTING

We generate customized reports integrated with all your sources.
Browse your information in real time, with alerts and automatic deliveries.

Contact us to learn more!

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