DEMO: Agent Portal

Agent Portal is an insurance CRM platform that gives agents, managers, and underwriters one workspace to quote, service, and grow their book of business


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What Part(s) of the Insurance Industry Can Benefit From Our Product: 
  • Customer Experience
  • Customer Service
  • Distribution
  • Operational Efficiency
Three Main Benefits of the Product: 
  • Faster quote-to-bind: Agent Portal cuts the path from customer inquiry to bound policy - from 30+ minutes of system-switching to under 8 minutes in a single workflow. Agents quote, compare carriers, and finalize policies without leaving one screen.
  • Complete customer context, always available: The 360° Customer view consolidates data from PAS, claims, billing, and prior interactions into one profile. Agents walk into every conversation - renewal, cross-sell, or service request - with the full picture, not a partial one.
  • Measurable sales network performance: Managers and executives get real-time dashboards with predictive analytics across the full agency network. Performance gaps are visible before they become retention problems. Commission transparency reduces disputes and keeps top producers engaged.
     
Why We Are the Right Solution For Your Needs

 Agents lose time fighting tools, not serving customers. Agent Portal replaces the 4-5 systems your agents juggle today with one screen for quoting, binding, commission visibility, and post-sale service.

Over 50,000 agents work in Agent Portal every day - at carriers including Warta (HDI/Talanx), Allianz, and VIG Group.
You control the deployment pace: start with one module and expand exactly when you're ready. The platform connects to the systems you already run - no rip-and-replace required.

The results in practice: quote-to-bind time drops from 15-30 minutes to 3-8 minutes. Cross-sell rates improve when agents can see the full customer portfolio in one place.

Want to validate fit before committing? We offer a scoped Proof of Concept with defined outcomes and a clear go/no-go decision point.
 

 Watch Our Demo: 

Learn More

Are you interested in learning more about Decerto and about Agent Portal?  Please visit these sites to learn more:


Decerto

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Decerto

Decerto specializes in advanced IT solutions for the insurance and finance sectors. With 20 years of experience, the company provides custom software development, system architecture, data migration, and long-term maintenance.

Its flagship products include Agent Portal – 360 Agent’s Workplace (workflow automation), Higson (a Business Rules Engine/product configurator), and Claims AI (claims processing automation). 

Decerto serves global giants such as Allianz, Generali, Everest, Convex, and Sompo International

The company has been recognized by the Clutch 100 Fastest Growth and Insurtech 100 lists, and has received the European Insurance Technology Awards, among others.

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