APP SIPES

Lideres Asesoria Integral en Procesos

About this app

SIPES is a combination of smart technologies, services, and experience in the insurance industry that can help you optimize your processes and resources and encourage innovation in any area of ​​your business.

SIPES offers greater business opportunities for insurance agents, brokers, and agencies by providing systematic tools to minimize the effort required for capturing and tracking activities, as well as for planning and executing the achievement of goals set through a Business Plan.

It connects and builds trust at every stage of the customer journey, creating a seamless multi-site environment across the web and mobile app with a single login. This provides real-time information, enabling you to meet the demands of today's fast-paced environment that requires increasingly rapid results.

Our suite ensures data privacy and trust in meeting customer demands, offering transparency and control over your information while ensuring compliance throughout the sales process. The application is an information organizer that allows supervisors to provide personalized follow-up and coaching. This app is specifically designed for insurance agents.

We are a unique system in the market, dedicated to promoting everyday sales tools for professional insurance advisors, supporting them in achieving their sales goals.

SIPES's main objective is to be a tool that helps manage customer relationships, maximizing the value of unified, centralized, and up-to-date data (including historical data), preferences, and contact information. This generates real business opportunities that renew customer trust, loyalty, and satisfaction, while also providing the opportunity to manage information through the mobile phone's address book.

What’s new

mejora en la integración de reporte, citas del agente y el GDD