Close deals via online meeting while complying with legal requirements
Successfully advise & conclude legally binding contracts via online meeting. Save unnecessary travel time and delegate steps of the advice process to inside sales.
Successfully advise & conclude legally binding contracts via online meeting. Save unnecessary travel time and delegate steps of the advice process to inside sales.
What our customers say:
Put the different steps of your insurance advice into a structured order and predefine the whole process of the online meeting. Like this, Idiligo automatically leads the advisor through each step of the online meeting. This ensures, that nothing is forgotten and that the advisory process complies with all legal requirements.
During the online meeting, the customer and advisor look at the same content on their respective screens – no matter where they are. Like this, the customer and advisor can find the matching insurance product and complete forms or contracts together. The advisor can even share his screen to use a live tariff calculator. If needed, the customer can upload documents, such as his ID or salary statement.
Whether a missing signature has to be obtained or a new contract signed. With Idiligo, the customer signs documents online and legally secure within seconds, using his smartphone or tablet. This saves unnecessary travel time, follow-up calls or postal contract mailings. At the end of the online meeting, the signed contract can be emailed to the customer and downloaded for your records.
