Comercial
Sales and campaigns
It knows who you can sell what to, before you pick up the phone.
Recorded demo
Watch it work.
This is what happens inside the system when you ask for something. Step by step, with example data.
Comercial, who can I sell a home policy to this month?
Querying your book…
- Likelihood of sale and of lapse, always current
- Asks the client for the data missing to rate the quote
- Campaigns picked, rated and launched on their own
Reale398,40 €
Mapfre405,12 €
Allianz412,90 €
Zurich431,75 €
AXA446,20 €
318 clients with a high likelihood. Campaign built, data requested and quotes already rated.
What it does exactly
Comercial, who can I sell a home policy to this month?
It works out how likely each product is to sell to each client, and how likely each policy is to lapse, and keeps both up to date. It builds the quote, asks the client for the data missing to rate it, explains the product in your words, and can carry the job all the way to the sale. Campaigns are selected, rated and launched with nobody stepping in.
- Likelihood of sale and of lapse, always current
- Asks the client for the data missing to rate the quote
- Campaigns picked, rated and launched on their own
How it does it
- 01
It understands what you ask
It reads the request in your own language and works out which data it needs and where in the system to go.
- 02
It queries with your permissions
It enters your database as one more user, with the same limits, and leaves an audit trail of every query.
- 03
It acts and records
The work happens inside PV: it creates, writes, quotes or downloads. Everything is logged on the right record.
- 04
It calls you when needed
If something falls outside the rules you set, it stops and asks before going any further.
Where it lives inside PV
This is how it looks in PV
Watch the full video
Comercial watch it work.
Video in preparation
This is where the real recording goes, with the agent working on a demonstration book.
Want it running in your brokerage?
We will show it to you with your own book, in a 45-minute demo.
Request a demo