All your insurance policies in one place: expiry and renewal dates, a renewals list, and every policy linked to its client and insurer.
In short: a broker or insurance company manages many policies at once, each with its own expiry and renewal date. 4insurance keeps the whole portfolio in one system: every policy has its client, its insurer, its type of cover, its validity period and its renewal date. The renewals list shows the policies coming up for renewal, and your team decides what action to take on each one. Policies stay linked to the client file and to any claims files, so the information is not scattered across spreadsheets and paper folders.
A portfolio kept in spreadsheets splits the same information across several files: the expiry date in one table, the client in another and the claim in an email thread. As the number of policies grows, it becomes hard to see at a glance what is about to expire. 4insurance keeps the policy, the client, the insurer and the renewal date in the same record, so everyone on the team works from the same information.
Each policy has an expiry date and a renewal date. The renewals list shows the policies coming up for renewal, so you or your colleagues can review them and contact the client in good time. The platform shows the dates you entered and does not send messages on your behalf: the renewal conversation stays between the broker and the client.
A new policy is recorded from the client record. You choose the insurer and the type of insurance, enter the validity period, the renewal date and the contract details, and the policy appears in the portfolio, linked to the client. Insurers are also kept as separate records, so the same company is named consistently across all its policies.
A policy stays linked to its client and to any claims files opened on it, so when you review a claim you can see the policy it relates to. When several members of the team work in the same account, they all see the same policy records.
Yes. Each policy is linked to its insurer, and insurers are kept as separate records in the system.
The renewals list shows the policies with an approaching renewal date. Based on it, you or your colleagues decide which contact to make with the client. The list is a working tool; the platform does not send reminders in your place.
No. The platform does not send automatic messages to brokers or clients. Communication with the client remains the broker's responsibility.
Yes. Several team members can work in the same account, on the same policy records.
Yes. An independent broker with a smaller portfolio and a larger team with more policies use the same policy records and the same renewals list.
Start with your existing policies: record them, link them to clients and insurers, and follow the renewals list.
4insurance riunisce gestione delle polizze, CRM clienti, pratiche di sinistro, emissione delle polizze e report sulle provvigioni in un’unica piattaforma.
Siamo trasparenti: ecco dove 4insurance non è (ancora) la scelta migliore:
Adatto a broker, agenti assicurativi e compagnie di medie dimensioni che vogliono gestire polizze, clienti, sinistri e provvigioni da un unico sistema. Non adatto a grandi gruppi con sistemi attuariali proprietari o requisiti di integrazione SAP molto complessi.
| Modulo | Limite / ambito | Costo indicativo |
|---|---|---|
| Gestione polizze | Registro per ramo (auto, casa, vita), date di scadenza e di rinnovo, elenco dei rinnovi | da 1 €/mese |
| CRM clienti | Contatti, documenti, polizze collegate | incluso |
| Pratiche di sinistro | Apertura, monitoraggio della pratica, documenti allegati | incluso |
| Emissione polizze | Emissione nella piattaforma, collegata a cliente e compagnia | incluso |
| Report provvigioni | Campi provvigione su ogni polizza; report aggregati per broker, prodotto, periodo | incluso |
Un confronto onesto sui criteri che contano per un broker assicurativo.
| Criterio | 4insurance | Omniasig | Allianz | Groupama | Generali |
|---|---|---|---|---|---|
| Gestione polizze multiprodotto (auto, casa, vita) | Sì | Limitato | Limitato | Limitato | Limitato |
| CRM integrato per il portafoglio clienti | Sì | No | No | No | No |
| Pratiche di sinistro con monitoraggio | Sì | Sì | Sì | Sì | Sì |
| Report aggregati delle provvigioni | Sì | Limitato | Limitato | Limitato | Limitato |
| Sistema indipendente da una singola compagnia | Sì | No | No | No | No |
4insurance riunisce in un’unica piattaforma la gestione delle polizze per ramo, il CRM clienti, le pratiche di sinistro, l’emissione delle polizze e i report sulle provvigioni.
Sì. 4insurance è un sistema indipendente per broker, non il sistema di una singola compagnia. Le compagnie sono registrate come schede separate e ogni polizza è collegata alla propria.
La pratica si apre alla denuncia dell’evento e conserva i documenti allegati e i passaggi di monitoraggio fino alla chiusura. Resta nell’archivio del broker.
Ogni polizza ha campi provvigione, e i report aggregati mostrano le provvigioni per broker, prodotto, compagnia e periodo.
