Today's insurance customers educate themselves online, they close contracts online, settle claims online, and increasingly also expect 1-on-1 insurance advice online. This trend clearly established itself well before COVID-19 hit and the pandemic has only propelled this further.
When thinking of remote advice, traditional online meeting solutions come to mind, the likes of Zoom, MS Teams, or Webex. The issue with all these generic online meeting tools is that none of them are tailored towards the specific use case of brokers and agents, advising their customers remotely. They are not well suited for this, from a feature- or processes perspective and even less so from an IT-security and regulatory point of view.
Snapview’s mission is to fill this gap. Together with longstanding customers they have developed a remote consulting platform that seamlessly combines all the features required for modern brokers and agents to be close to their customers, even when working remotely. Snapview is a fully compliant digital platform, hosted in Germany.
How it works
Being close to customers, also remotely, has proven to be vital for brokers and agents. Snapview taps into this need with their white label, online communications- and consultation platform. This fully digital platform is leveraged by insurance agents and brokers to consult with their customers and sell complex insurance products to private individuals.
Snapview is an all-in-one platform that provides easy access from one single user interface to exactly the features a broker or agent needs to advise their customers remotely. At the core of the platform is the Snapview Virtual Consulting Room. In addition, Snapview ena">
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