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Policysense Distribution

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Overview

Policysense Distribution is a tool for the effective management of any type of distribution channel. It offers functionalities for the administration of agents, brokers, affinity channels, and bancassurance, providing greater flexibility in the distribution strategy. Policysense Distribution can help you improve the satisfaction of your distribution channels, scale your channel strategy, lower your costs, and reduce your compliance risks.

Key Features

Compensation

Policysense Distribution, provides you with a flexible and advanced compensation solution for your distribution channels. With Policysense Distribution, you can set up different types of compensation, including commissions, bonuses, stipends, and loans, to support your business goals. Plus, with the ability to set bonuses based on the KPIs that are important to you, you’ll be able to effectively motivate and compensate your channels.

Policysense Distribution also allows the configuration of distribution networks, including the configuration of commission distribution, the commission of each node in the network, and many more options. With the ability to handle flat and hierarchical networks, with unlimited hierarchy levels, Policysense Distribution fits perfectly into any channel structure you have.

And for those who want to use a point-based approach, Policysense Distribution also allows distribution based on points instead of monetary amounts. With Policysense Distribution, you will have a complete and efficient solution to manage and compensate your distribution channels.

Compliance

Automate compliance verification of your channels. Control what your channels can or cannot do in the event of failing to comply with their current license, training, insurance, and active financial agreement. In addition, it simplifies the approval process for related vouchers. Reduce your risks and protect your business with Policysense Distribution.

Agent experience

Maximize the satisfaction of your agents, thus increasing their loyalty and fidelity. Offer them an efficient and intuitive digital experience that optimizes their interactions. With flexibility in configuring different levels of agents, seamlessly support them in their professional growth. Provide the necessary information at the right time, without increasing the workload for your company.

Policysense Distribution is built on top of the Policysense Kernel, which includes:

  • A secure message center
  • Chat with videocall and chatbot capabilities
  • A training catalog and tracking tool
  • A Teams and Slack integration
  • A native Zapier integration
  • Email capabilities
  • Many other components that may be used alongside Policysense Distribution.

Key Benefits

  1. Flexibility: Policysense Distribution offers unparalleled flexibility in your distribution strategy. Customize and adapt effortlessly to changing market dynamics.
  2. Enhanced Satisfaction: Elevate the satisfaction levels of your distribution partners. Our tool empowers them with seamless processes and real-time insights.
  3. Scalability: Whether you’re expanding or optimizing, Policysense Distribution scales with your channel strategy, ensuring smooth growth.
  4. Cost Efficiency: Reduce operational costs by automating workflows and minimizing manual interventions.
  5. Risk Mitigation: Stay compliant with regulations. Policysense Distribution helps you navigate compliance risks effectively, while reducing the possibility of human error.

Product/Service details