MatroX-Sales Insurance is an IT system supporting insurance sales processes at insurance companies. The system ensures managing many insurance services and products sales channels such as: a broker, a partner, an agent, Internet sales, call-center.
In order to meet expectations of insurance companies, Softelnet provides complete MatroX-Sales Insurance solutions allowing the companies to control sales process, automate reports and raise management standards. High management standards result in controlling, developing and improving quality of processes performed online.
A crucial aspect of MatroX-Sales Insurance system is a central database collecting all kinds of information on sales network supplied by customer apps and co-operating systems (e.g. systems meant for an accounting or HR department). The most important function of a customer app is entering and saving information on each customer and representative, sending this information to the central database and downloading the information entered into the system at the headquarters from the app.