It really differs from user to user, but in broad terms, we need to understand everything from your approach to sales and how your operations work, to what your compliance requirements are. Having said that, we don’t ask for any information that you won’t already have as part of running your business.
Whether you are a broker, insurer, or MGA, we take what you do and digitize it. However, while we can shape our system to suit your business needs, it’s crucial that every part of your business is engaged in the implementation to get the maximum benefits.