Real time quotation tracking and management
It has never been more convenient to track insurance quotations. Tracking quotations with only a few clicks and automate the whole quotation adoption process with intelligent rules in a insurance or finance company. You get automation rules and better process overviews to have efficient pipeline. You can integrate this application with your SAP CRM or SAP Sales Cloud.
By NEOMATIC AG
Overview
Focus on the right quotation
Deliver efficient service to the best customer in the quotation process
Effortlessly manage and update quotations any time and any place
It is easy to manage and update the opportunities, so you can spend more time selling.
Identify the best quotation with AI-powered insights
Opportunity scoring and trending to supplying objective insights on which opportunity to fast track and which to put on the back log.
Details
Solution Type
Extensions and Add-ons
Industry
Banking, Insurance
Compatibility
Works with
Features
Focus on core activities through rule-based, intelligent routing in service processing
Workflow based follow-up support across all channels (email, phone, WhatsApp...)
Real-time reporting by region, segment, product and many other dimensions. Forecast and simulation function for closing rates.
Plans and pricing
Free trial
Includes 3 User For 30 DaysFree- Maximum contract 30 days
- Has prerequisite
See all pricing details Includes 3 User Enterprise Edition
Quotation Management
Process Rules
Reports
Price unavailable in this region- Has prerequisite
See all pricing details Quotation Management
Process Rules
Reports
