Much more than a multitarifier
Merlin is a smart and intuitive environment integrated by a complete commercial process and surrounded by different tools and information analytics that aims to cover the commercial needs of the insurance broker in a way efficient and professional.
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Obtain offer
Offer Analysis
product analysis
Emission
environment adaptability
Offer obtaining process
- Dynamic forms from data insertion.
- Selection of multiple connections by insurer in a single pricing process.
- Application of multiple discounts and coverage and capital customizations in a single pricing.
- Visualization of broker channel premium analytics on a quarterly basis.
Offer Analysis
- Price comparison with a wide range of filters to define the offer.
- Enrichment of the offer with complementary insurance products.
- Different price display options.
- Rate and consult different criteria of the offers generated during the process through to be.
product analysis
- Comparison of products and their coverage at different levels through extra.
- Personalized design of the offer.
- Sending and printing of offer for the client.
Issuance process
- Automatic generation of policy and contractual documentation.
- Sending of particular conditions by email.
- Total integration in ebroker operations.
- Valuation of the selected final offer.
Environment adaptability options
- Creation of marketing structures through sub-entities, hierarchies and users.
- User roles according to functional typology.
- Custom form templates for data collection optimization.
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