01
A centralized platform for compliance: The system provides a single, standardized workflow for the entire client assessment process and ensures that every legally required step is completed and documented for every client, creating a complete and easily accessible audit trail that guarantees regulatory compliance.
02
Consent collection: The solution also lets agents add scanned documents and collect marketing consent from clients.
03
Dynamic and intelligent questionnaires: Pretius developed a sophisticated questionnaire module that helps advisors gather all necessary information about a client's needs, demands, and financial situation.
04
Automated product recommendation engine: Based on the data collected in the questionnaire, the system's logic analyzes the information and suggests a list of the most suitable insurance products from Profitowi's extensive portfolio. This removes guesswork and ensures that recommendations are always consistent and appropriate.
05
Automatic PDF document generation: Upon completion of the analysis, the system instantly generates a professional PDF document containing all the required information and recommendations. This provides the client with a clear summary and gives Profitowi a compliant record of the interaction.
06
Advanced management reporting: The platform includes a dedicated reporting module that gives Profitowi's management a clear, real-time overview of sales activities, compliance adherence, and advisor performance across the entire network.
07
A modern, scalable technology stack: The solution was built using a powerful technology stack, including a Java/Spring backend, a React frontend, a PostgreSQL database, and deployed on AWS infrastructure, ensuring the system is secure, reliable, and scalable for future growth.
08
Easy upselling: The system facilitates the sale of insurance to new clients as well as upselling to 50,000 existing ones. Using data collected through the surveys, the solution sends agents automated notifications when a client’s insurance policy ends, urging them to contact them and use the opportunity to upsell.
