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combinvest
comb invest
Combinvest - Development case study
goal
DB2s goal was to develop a solution helpful for insurance agents and their customers. The primary task consisted of giving the agents a way to keep their client’s data organized.
answer
DB2 created a CRM system for insurance agents that can work with a substantial amount of information, and then process and systematize it. There is also a mobile version for users to manage their insurance contracts efficiently.
- what we did
- Interface design
- Technical Conculting
- User Experience design
- iOS development
- Android development
- Website development
what we did
Interface design, Technical Conculting, User Experience design, iOS development, Android development, Website development
The convenient CRM system for data storage and insurance contracts management
Combinvest is a web app for insurance agents and allows them to keep all their client’s data in one place. Agents can quickly access information and update it, plus they can be sure it is safe. Customers can use the mobile solution to monitor issues regarding their insurance contracts.
manage your insurance profile via mobile app
Feel free to adjust your profile and confirm the correctness of your personal data entered by your insurance agent.
Add a digital signature
Clients can sign their new contract using an e-signature, so they do not need to spend time visiting the agent’s office.
Initiate new insurance contracts and be sure your agent will process them.
Inform your insurance agent that you are ready to sign a new contract by adding it to your profile, and they can prepare it.
Store all the data in one place
One of the capabilities of the CRM system is to store and update your client’s information to provide the most effective usage.
blog. Find out the latest trends
Discover the latest trends and be sure to find all the information about the insurance sector you need.
log in
manage users
agent profile
digital signature
Technical realization of the app
DB2 developed the idea from a technological perspective using technical realization. Brockerstar (digital insurance brokerage) is part of the architecture and is responsible for managing documents and payments, plus many other functions.
