EFFICIENCY, OVERVIEW AND PEACE OF MIND
WITH IMAGO OFFICE
WITH IMAGO OFFICE
The insurance software that works for you
Imago Office is the only fully-integrated working environment for insurance employees and advisors; a single software solution for all your daily activities. It allows you to save time, maintain a constant overview and give your customers the optimum advice.
Everything comes together in Imago Office
A clear dashboard at the front end is fully integrated with your back office and linked to all other systems you normally use. Additional applications are no longer necessary; you start and end your day with Imago Office.
To make things even easier, we tailor Imago Office to your business and the way you like to work. From managing insurance portfolios to handling your daily work inventory and generating quotations, Imago Office is easy, fast and error-free.
All your systems in a single central environment
Discover the convenience of having all information and tools in one place. With Imago Office, your front- and back office connect seamlessly. It also has the unique ability to link with almost every other app and software program you need.
- Overview: the central dashboard displays all relevant information and gives you immediate insight into what’s happening with your customers.
- Automation: Straight-Through Processing with accurate, fine-tuned protocols means automatic delivery of everything from applications to policies.
- Efficiency: complete tasks in two minutes that used to take 20.
- Real-time: data you enter is immediately visible and processed in your back-office.
- Customer contact: 360° view of your clients from one central screen.
- Flexibility: work in the office, at home, at your customer’s premises or on the go.
- Growth: increase your output without increasing your headcount.
- Support: take a firmer grip on stock levels, audit trails and signaling
Ways of working: improve your internal collaboration.
- Planning: always have a clear picture of your to-do list and priorities.
- Transactions: receive support for all types of transactions, from requests and estimates to comparisons and updates.
Optimize every customer contact
The relationship dashboard gives you full insight into (CRM) data, at all times. Wherever you are: in the office, at home, at a customer’s premises or on the go. On a single screen. This makes it immediately clear which topics are most relevant to discuss. Notes from a previous conversation, a current estimate or an outstanding invoice: everything can be viewed directly in your dashboard.
In this way, you have everything you need to get the most out of every contact with your customers.
Always the right advice
You can easily compare products from different providers during meetings with (potential) customers. This gives them direct insight into the various insurance options and conditions, which makes it easier and faster for them to choose and seal the deal. They will also feel heard.
You can view, search for and download all emails via the relationship dashboard. It’s also simple to link new emails to a customer, policy, quotation or claim. A great way of managing all correspondence from one central place.
Issue policies immediately and generate quotations. Policies not eligible for straight-through processing (STP) are arranged together. You can easily adjust them so they fall within the set limits and can still be processed.