Creation and monitoring of more structured campaigns, involving a set of actions to be carried out by various stakeholders, with a highlighted offer and with the objective of generating new leads. 
 

Creation of mass interactions for contact lists, with the aim of generating a unique activity (email, phone call or task) for all contacts simultaneously, such as email congratulations, Christmas postcards or dissemination of new products.
 

Creation of contact lists for the purpose of communication and dissemination of information.
 

Policy life cycle management, version history, coverages, risk objects, beneficiaries and consolidated view of premium receipts and associated payments, as well as configurable alerts.

Management and monitoring of premium receipts, either in the receipt or refund type and configurable alerts and payment status.

Management and monitoring of commissions associated with policies also with forecast considering potential amounts associated with prospective policies (quotes).

Management and monitoring of claims and internal tickets, with phases and flows of structured processes, monitoring of resolution times and configurable alerts.