Idiligo leads you through a predefined script. This ensures that nothing is forgotten, and the consultancy process complies with official requirements. Present documents to discuss the insurance details or share your screen in order to use a live tariff calculator. Even ask your client to upload documents such as his ID.
After having discussed the insurance details you can close the deal straight away by uploading the insurance contract. Your client can then sign it online within seconds. At the end of the meeting, you can automatically create a PDF report of your online meeting and send it to your client via email.