Скачать или смотреть AccelTree Live Form | On Boarding Solutions | Insurance Solutions

Digital enablement of insurance sales by agents has been popular using mobile tablet-based solutions for many years. AccelTree has been a pioneer in this field and has brought in several innovations over the years such as automation in underwriting and tools for the sales agent to complete a sale in a single session.
Typically, sales agents needed to meet physically with customers to explain complex products and options available.
AccelTree’s latest innovation, LiveForms, is a feature added to the tablet-based point-of-sale solution, that provides a means for an agent to complete a sale remotely. The customer can interact using any computer or mobile device equipped with a browser.
The agent and the customer can interact much the same way as when they were facing each other in person. The agent can interactively describe options available and then both the agent and customer can jointly fill up the insurance proposal, and all this, without the customer needing to download and install any application.