Internet Solutions

WannaSoft is internet-based, enabling brokers to optimise customer reach while maintaining low operational cost. Full web access gives the broker complete control and visibility over customers and business strategy. Brokers can implement a comprehensive journey for customers for quote and buy, through mid-term adjustments, to renewal.

The optional self-service portal gives customers who wish to do so the ability to manage their insurance online, including:

• Quotation to price presentation
• Quote and buy
• MTA (current insurer/product)
• MTA (new insurer/product)
• Cancellation
• Renewal (current insurer/product)
• Renewal (new insurer/product)

Each of these functions is fully configurable, so brokers can introduce online self-service to their customers at a pace that works for their business.

Customers get an account at quotation. They can then log-in to manage their portfolio of insured risks. Their personalised dashboard can include:

• Alerts reminding the customer to send in proof of NCB, etc.
• Diary of events and associated correspondence
• Access to quotations
• Access to policies
• Access to customer details

Using WannaSoft, customers are able to manage their insurance entirely online, lowering call-centre demands and raising renewal retention through improved customer service.