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About

Encourage your customers to opt in to share their data in return for exclusive offers based on their real interests, financial situation and buying behaviour. Attract new customers & increase frequency with existing ones. Offer sustainability rewards, driving customer loyalty. Gain data insights to drive personalization & AI. Generate new revenue and strengthen cross-selling & upselling capabilities. Get a safeguard against competition. We save your resources through "innovation as a service". 100% performance marketing, based on spending behaviour & financial data-driven audiences. Working with state of the art encryption & security technology. An entire platform managed for you. No technical implementation on your side. Driven by kindness, mastery, honesty, reliability and mutual respect. Empower customers to take control of their data. 100% explicit opt-in for data utilization.

About

Automatically provide your advisors and policyholders with in-depth advice, and help them choose the right cover for their needs - in real-time. Leverage modern data to make the difference. Work remotely with intelligent applications. Streamline distribution and customer service for unprecedented customer experiences. Empower your organization with new skills and expertise in all lines of business. Run on our secure cloud and on-premise, with enterprise-level data anonymization, traceability and regulation compliance (IDD, GDPR). Connect seamlessly to your existing ecosystem through fast integrations with our partners Salesforce, Microsoft 365, Guidewire. From cover subscription to claim handling, deploy and monitor critical AI-driven processes in production, without compromising on fraud detection.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies in search of a solution to encourage and reward customers for their data

Audience

Insurance advisors software for agencies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

OptioPay
Founded: 2014
Germany
www.optiopay.com

Company Information

Zelros
Founded: 2016
France
www.zelros.com

Alternatives

Alternatives

Assurant APEX

Assurant APEX

Assurant
Guidewire

Guidewire

Guidewire Software
Innoveo Skye

Innoveo Skye

Innoveo

Categories

Categories

Integrations

SAP Store
Salesforce

Integrations

SAP Store
Salesforce
Claim OptioPay and update features and information
Claim OptioPay and update features and information
Claim Zelros and update features and information
Claim Zelros and update features and information