Idiligo streamlines your insurance advice and saves valuable time

From the first inquiry to clarifying your clients needs, and finally signing the insurance contract – Idiligo leads you through the whole process and ensures consistency of your insurance advice.

Walk your client through the different steps of the insurance advice and contract, using a predefined script

Gather data, share information and present documents, all in one meeting

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.

choice

Upload documents such as insurance contracts and have them signed online immediately

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.

choice

Idiligo has many standardized scripts available.

Save time and have your documents & contracts signed online! Simply upload a document, present it, have it signed online and you're done.
Present documents or photos during your online meeting and take notes for each agenda point. At the end, send an auto-created meeting summary as a PDF to all participants.

Take your insurance consultancy to the next level

Sign up for a free account