What it can do for your business

The Configure, Price, Quote Platform for the Insurance industry. Calcative will manage all your sales channels, products and processes on a single, platform independent, centrally managed, online/offline infrastructure. Calcative is designed to run on the cloud accessible from the devices of your choice. Having a single platform for sales support means your sales will not have to do financial planning, risk profiling, quotes, illustrations and contracting on different platforms. Calcative will do all this for you in a single and easy to use environment.
Calcative Cloud Portal

Digital Sales Processes

Digital Sales Processes will both save time and resources for your sales channels and provide higher level of service which in turn attracts better performing sales representatives.

Integrated Mobile and Web Platform

The device independent, mobile-first platform Calcative enables financial services organizations like insurance carriers, banking institutions, and wealth managers to increase their business agility, time to market, and market reach using an easy to integrate sales toolset.

Organize Leads using the Pipeline manager

Don't loose sight of leads from the pipeline. Easily track and follow up lead status, sales performance and pipeline statistics.

Product Illustrations and Premium Calculations

Actuarial product models are implemented once and deployed on all platforms whether it is mobile, laptop or a web portal. The single code-base allows for faster implementation and deployment across devices and channels.

Key features

Presentations

Products and services are illustrated and explained using zoom-in/out interactive and customized presentations, which can clarify and help to understand even complicated products and calculations. Distribute sales best practices, presentations and training material efficiently across your sales networks

Presentations

Products and services are illustrated and explained using zoom-in/out interactive and customized presentations, which can clarify and help to understand even complicated products and calculations. Distribute sales best practices, presentations and training material efficiently across your sales networks

Financial Planning

Calcative Financial Planner will help both your sales people and your customers. The advisor is provided with a tool that takes her through a clear process, gathers the required data, explains and demonstrates the needs and helps configure the solutions.

Financial Planning

Calcative Financial Planner will help both your sales people and your customers. The advisor is provided with a tool that takes her through a clear process, gathers the required data, explains and demonstrates the needs and helps configure the solutions.

Illustrations and Quotations

Wherever your sales may be, he must have the right tools to quickly and efficiently present your product offerings. Calcative Illustrations and Quotations will allow for both quick illustrations and quotes and also to iteratively add options and covers as more information is known about the client. Quotations and Illustrations can also be converted to PDF and shared with the customer.

Illustrations and Quotations

Wherever your sales may be, he must have the right tools to quickly and efficiently present your product offerings. Calcative Illustrations and Quotations will allow for both quick illustrations and quotes and also to iteratively add options and covers as more information is known about the client. Quotations and Illustrations can also be converted to PDF and shared with the customer.

Channel Management

Calcative is the platform that adapts to your unique sales channel strategy. It follows the setup of your sales channel topology from the head-office down to individual field sales, whether it is the tied sales force or independent partners. The unique distributed nature provides solutions to B2B information boundaries between the carrier and resellers. Setups can provide the assurance for your sales partners their required privacy, while the authorized information flows effortlessly in both directions.

Channel Management

Calcative is the platform that adapts to your unique sales channel strategy. It follows the setup of your sales channel topology from the head-office down to individual field sales, whether it is the tied sales force or independent partners. The unique distributed nature provides solutions to B2B information boundaries between the carrier and resellers. Setups can provide the assurance for your sales partners their required privacy, while the authorized information flows effortlessly in both directions.

    Presentations

    Products and services are illustrated and explained using zoom-in/out interactive and customized presentations, which can clarify and help to understand even complicated products and calculations. Distribute sales best practices, presentations and training material efficiently across your sales networks

    Financial Planning

    Calcative Financial Planner will help both your sales people and your customers. The advisor is provided with a tool that takes her through a clear process, gathers the required data, explains and demonstrates the needs and helps configure the solutions.

    Illustrations and Quotations

    Wherever your sales may be, he must have the right tools to quickly and efficiently present your product offerings. Calcative Illustrations and Quotations will allow for both quick illustrations and quotes and also to iteratively add options and covers as more information is known about the client. Quotations and Illustrations can also be converted to PDF and shared with the customer.

    Channel Management

    Calcative is the platform that adapts to your unique sales channel strategy. It follows the setup of your sales channel topology from the head-office down to individual field sales, whether it is the tied sales force or independent partners. The unique distributed nature provides solutions to B2B information boundaries between the carrier and resellers. Setups can provide the assurance for your sales partners their required privacy, while the authorized information flows effortlessly in both directions.

Essential information

  • Presentations: Products and services are illustrated and explained using zoom-in/out interactive and customized presentations, which can clarify and help to understand even complicated products and calculations. Distribute sales best practices, presentations and training material efficiently across your sales networks
  • Financial Planning: Calcative Financial Planner will help both your sales people and your customers. The advisor is provided with a tool that takes her through a clear process, gathers the required data, explains and demonstrates the needs and helps configure the solutions.
  • Illustrations and Quotations: Wherever your sales may be, he must have the right tools to quickly and efficiently present your product offerings. Calcative Illustrations and Quotations will allow for both quick illustrations and quotes and also to iteratively add options and covers as more information is known about the client. Quotations and Illustrations can also be converted to PDF and shared with the customer.
  • Contracting: Calcative Contracting gives you the features required to process all contract related data and move from paper to electronic data processing.
  • Channel Management: Calcative is the platform that adapts to your unique sales channel strategy. It follows the setup of your sales channel topology from the head-office down to individual field sales, whether it is the tied sales force or independent partners. The unique distributed nature provides solutions to B2B information boundaries between the carrier and resellers. Setups can provide the assurance for your sales partners their required privacy, while the authorized information flows effortlessly in both directions.
  • Document Management: Calcative Document Management module is the place to store all product terms and conditions; quotation, illustration and contract templates. This module will also manage all outputs generated by your sales processes and deliver a complete ECM solution. Use the document management module built on top of Alfresco to mobilize your document centric sales processes.
The Configure, Price, Quote Platform for the Insurance industry. Digitise your sales processes: manage leads, show illustrations, configure products, edit quotations, sign new contracts and integrate with IBM's Incentive management system to provide a complete, digitised sales experience throughout your distribution channels.

Company information

Calcative Cloud Portal

Provided by Formula/400 Kft.

Calcative Cloud Portal