Consult Direct by Thinksurance offers innovative consulting technology to create digital sales journeys for insurance products. It supports both B2B and B2C segments, aiming to increase process efficiency and expand service offerings through automated quoting and policy issuance. The platform facilitates a complete digital process from needs analysis and risk assessment to policy conclusion, designed to be integrated directly into existing environments. It allows for the creation of customized consulting paths, enabling customers and intermediaries to cover risks efficiently and make informed decisions. The system includes features like tariff calculators and tender capabilities, simplifying the sales process for both straightforward and complex risks, thereby reducing manual effort and allowing sales professionals to focus more on client consultation.

Features & Benefits

• Digital Sales Journeys: Enables a fully digital process from needs analysis to policy conclusion.
• Automated Quoting & Issuance: Streamlines the sales process with automated offer generation and policy completion.
• Customizable User Journeys: Allows for individual adaptation of application processes to specific needs and user experiences.
• Integration Capabilities: Designed for seamless integration into existing platforms and workflows.