Agent / Multi-agent
The one who owns the customer, owns the business.
Core focus
From day one, the development of WIMS has focused on the needs of insurance agencies. This enables our clients to operate modern, efficient agency businesses with minimal resources. WIMS is designed around a clear principle: the one who owns the customer also owns the business.
Control and compliance
Insurance agency operations are increasingly affected by national and international regulations imposed by insurance companies. The requirements to document procedures and perform internal controls are becoming more extensive and demanding. WIMS is specifically developed to help agents meet these compliance requirements effectively and efficiently.
Modern platform technology
Strong customer relationships are an agent’s most valuable asset. To maintain this, the agent’s services and customer interactions must be seamlessly integrated with the customers’ systems. This requires modern platform technology and standardized interfaces — both of which are built into WIMS. The platform gives agents the tools to execute their customer strategies effectively and stay connected to their clients.
Portfolios
Agency portfolios are becoming smaller and more diverse, and importing new portfolios must be done efficiently. Cost pressure means it is now business-critical to manage small portfolios at the lowest possible cost. Electronic distribution and automation are key focus areas in WIMS, enabling agents to operate efficiently, even in complex and fast-changing environments.