eWallet insurance broker card

eWallet broker card

What is the ewallet insurance broker card?

The ewallet insurance broker card is a downloadable that is used with the mobile ewallet applications of Google and Apple, so that brokers and promoters can view the complete and up to date information of their client portfolio and all the sales and account management resources offered by the insurance company, including links and online resources for brokers. These digital cards are distributed via email, web portal, SMS or through any other digital channel that the company has available.

Would you like to receive an example of the eWallet broker card by email?

Objectives:

  • Send detailed information of the broker’s accounts after onboarding, including credentials to portals, links and applications.
  • Promote the use of portals and apps
  • Offer direct links and push to notify the renewals and expiration of your portfolio.
  • Improve the broker experience by offering more convenience, high availability, immediacy and updated information in real time.
  • Relate the corporate brand with innovation and high end technologies.
  • Lower distribution costs in onboarding and delivery of a welcome kit to the broker.

Solution:

Automated sending of a card in digital format at the time of onboarding of agent, promoter or brokers to the sales force. Automated delivery is done through the most appropriate digital channel for that client, be it email, SMS, WhatsApp or push to mobile applications.

Customization possibilities:

  • Configurable corporate image, colors, logo and product image
  • Dynamic and personalized information for the broker
  • Configurable additional fields

Implementation time:

  • 2 to 4 weeks

Pre requirements:

  • DANAConnect account

Would you like to receive an example of the ewallet insurance broker card by email?

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