IT should bring maximum benefit to the clients
clients can get satisfaction and a more personalized approach to solving their problems only by working with a modern it solutions
Pulsanto is a digital platform that allows automating and standardizing processes in Sales, Proposals, Contracts, Claims, and establishing overall Quality Control
Pulsanto is a digital platform that allows automating and standardizing processes in Sales, Proposals, Contracts, Claims, and establishing overall Quality Control
IT should
bring maximum benefit
to the clients
clients can get satisfaction and a more personalized approach to solving their problems only by working with a modern insurance broker
Pulsanto is a digital platform that allows automating and standardizing processes in Sales, Proposals, Contracts, Claims, and establishing overall Quality Control
Pulsanto is a digital platform that allows automating and standardizing processes in Sales, Proposals, Contracts, Claims, and establishing overall Quality Control
Pulsanto helps clients to
- have a 360° client viewAll sales information is managed in one single system1
- control sales efficiencyWorkflow management is flexible and fully customizable2
- monitor sales strategySales team performance management real-time monitored3
- sales plan forecastingSophisticated commercial planning processes4
- monitor KPI performanceAll-in-one system allow the entire insurance broker team to cross-collaborate on all activities5
- gain all market infoAbility to integrate with any existing systems and all necessary data sources6
- provide sales analyticsFlexible generation of various reports, ability to build and download customized Excel sheets7
- be a data-drivenVarious customizable sales reports and dashboards in real-time and actual manner8
ONE Interface TO drive unified business process and consistent data
between all business units
between all business units
MANAGE YOUR BUSINESS WITH
STACK TECHNOLOGIES IN ON & OFFLINE MODES
STACK TECHNOLOGIES IN ON & OFFLINE MODES
MANY options for sophisticated clients
General features
Automated Client registration in different ways
Client Data validation with government agencies
Clients contact management that allow to collect all contacts in one place
Client segmentation by unlimited views (by region, consumption potential, sales volume etc.)
Ability to add various alerts and pop-up notifications for Client peculiarities
Ability to set up To-do lists including needed actions regarding deals, contracts, sales activities, and individual action lists
All Customers history in high detail (by year, by month, by product, by location etc.)
Client Data validation with government agencies
Clients contact management that allow to collect all contacts in one place
Client segmentation by unlimited views (by region, consumption potential, sales volume etc.)
Ability to add various alerts and pop-up notifications for Client peculiarities
Ability to set up To-do lists including needed actions regarding deals, contracts, sales activities, and individual action lists
All Customers history in high detail (by year, by month, by product, by location etc.)
Client data
Entering several phone numbers, several email addresses, and several emails by history in one record of the client
Entering several clients addresses (legal, postal)
Automatic filling of the client’s data
Automatic checks of client’s details
Entering several client's bank accounts with an option to specify the main one
Entering different bank accounts for different client’s business units
Ability to add/update notes for each Client, deals, contracts, sales activities etc.
Entering several clients addresses (legal, postal)
Automatic filling of the client’s data
Automatic checks of client’s details
Entering several client's bank accounts with an option to specify the main one
Entering different bank accounts for different client’s business units
Ability to add/update notes for each Client, deals, contracts, sales activities etc.
Market data
Unified sales plan in one system and robust commercial planning processes (review, performance, reports)
Sales Planning & Business Planning per regions or clients segments
Market share monitoring, regional and sub-regional coverage, insurance broker market sharing, and participation in regions and subregions
Collecting competitors sales data and data-driven planning processes
View of sub-regional market needs to allow for efficient sales coverage
Real-time strategy monitoring
Sales Planning & Business Planning per regions or clients segments
Market share monitoring, regional and sub-regional coverage, insurance broker market sharing, and participation in regions and subregions
Collecting competitors sales data and data-driven planning processes
View of sub-regional market needs to allow for efficient sales coverage
Real-time strategy monitoring
Sales Campaign
Conducting marketing operations and analyze their effectiveness and efficiency (ROI).
Role-based Access to marketing management data
Recording and planning marketing events (shows, fairs, business trips for meetings, presentations, TV and video broadcastings, advertising videos, etc.)
Planning and executing sales marketing campaigns consisting of several events
Analytics results of marketing events and campaigns
Role-based Access to marketing management data
Recording and planning marketing events (shows, fairs, business trips for meetings, presentations, TV and video broadcastings, advertising videos, etc.)
Planning and executing sales marketing campaigns consisting of several events
Analytics results of marketing events and campaigns
Our Features
- STORE ALL YOUR DOCUMENTS IN ONE PLACEPulsanto provides an option to upload and attach external documents:
- scanned copies
- licenses
- powers of attorney
- details extract etc.
When entering a new document into the System, the following data are registered:- document type
- document name
- path to the saved file
- the validity period of the document
- SEE ALL CHANGE HISTORY AND COMMENTSPulsanto provides registration of all changes regarding Clients data in the system.
Any action with Client’s data registered in the history, e.g.: status changes, and data modifications.
The following information is registered in the change history:- Time and date of modification
- Username who made changes
- Modification description / Modification type (status change, details change)
- DATA PROTECTIONBackups, redundancy, and duplication of database and application servers ensure 24/7 non-stop operation
The system ensures protection against unauthorized data access. Access to the system functions is granted to authorized users according to their roles
Users authorization could be done using single sign-on (SSO) technology
Protection against unauthorized data access is provided on all levels of data creation, processing, and storage.
The System executes a permanent ongoing control over access to data and resources, and ensures events registration and analysis in the system (log keeping)
The entire information recorded in the system is stored in a centralized protected data repository, which contains all historical data starting from the system's start-up - SYSTEM ADMINISTRATIONThe system enables to management functions of users, their access to objects, and functional options of system operation:
- Entry of new users into the system
- Editing of options of system operation for users
- Defining access roles to system objects
- Users blocking
When registering new users, the following data are recorded in the System:- Login
- Username
- Corporate e-mail address
- Corporate phone number
- Mobile phone
- An attribute for e-mail notification receipt recognition
- Roles
- INTEGRATIONSTelephony
MS Outlook
Telegram
WhatsApp
Facebook
Instagram
LinkedIn - LANGUAGESWorking languages of the user interface and operations:
- English
- Italian
- French
- German
We use the most modern technologies
Our technology stack is constantly expanding
Our contacts
Pulsanto Sagl
Corso Pestalozzi 21a, 6900
Lugano, Ticino
Switzerland
Corso Pestalozzi 21a, 6900
Lugano, Ticino
Switzerland
By submitting this form, you confirm that you agree to the storing and processing of your personal data by Pulsanto SAGL as described in the Privacy Policy.
