The complete platform for managing clients, policies, expiries and portfolio. Integrated CRM, intelligent automation and guaranteed IVASS compliance.
Everything you need to manage your insurance business in a single platform
Manage registries, interaction history, documents and communications. AI that suggests actions and opportunities.
Complete digital archive with automatic OCR, intelligent categorisation and instant search.
Automatic notifications, personalised reminders and pre-configured renewal workflows.
Real-time dashboard, customisable reports and predictive insights on the portfolio.
Automate follow-ups, document sending, reminders and repetitive tasks with custom rules.
Complete tracking, audit trail, GDPR privacy management and automatic regulatory reports.
Automate repetitive tasks and focus on what matters: selling and assisting clients.
IVASS-certified system with complete audit trail and automatic regulatory updates.
Real-time dashboard with KPIs, expiries, opportunities and intelligent alerts.
Direct connections with leading carriers for automatic import of policies and claims.
Responsive web access optimised for mobile: manage clients and policies anywhere, from any device.
Yes. The platform includes complete audit trail, operation tracking, GDPR privacy management and automatic regulatory reports, ensuring compliance with IVASS regulations at all times.
Activation is immediate: you access the platform straight away. The onboarding team guides you in the following days through configuration and import of the existing portfolio. No technical expertise required.
Yes. The automatic importer supports CSV and the main carrier export formats. The integrated OCR also allows digitising paper policies. The portfolio is operational from day one.
Yes. Aron is a responsive web app optimised for mobile: you can manage clients, policies and expiries from smartphone, tablet or desktop without installing anything.
AI analyses the client portfolio to suggest cross-sell actions, identifies policies at risk of non-renewal, writes personalised emails and generates scripts for commercial calls.