Why Proceso?
Proceso simplifies the process of obtaining multiple quotes for your clients and automates repetitive tasks in your day-to-day workflow. It's a tool crafted by brokers, for brokers.
01
Get multiple quotes with one click.
Obtaining quotes from an insurer's system one at a time can be time-consuming. Proceso interacts with multiple insurer systems simultaneously, allowing you to save time.
02
Set up smart automations to manage your debtors.
Managing debtors can be a repetitive, although necessary, task. Set up automations that will enable you to keep in touch with the debtors. Proceso can handle the heavy lifting and assist you with your legal obligations.
03
Enhance your workflow using our Proceso integrations with key industry platforms, including SCTP, Sunrise, and various Insurers' Portals, to customise and streamline your operations. Proceso already boasts native integration with Steadfast Insight and is set to expand its compatibility with other essential applications.
Proceso transforms insurance brokering with seamless quoting automation, significantly reducing time. This advanced solution empowers brokers with increased efficiency and client-focused growth, adapting continuously to industry demands.
FAQ
What is Proceso and how does it work?
What are the key features of Proceso?
Is there a free trial available?
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