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Products / Guided demo

AcenteVizyon

Company-specific, isolated CRM trials for insurance agencies. Explore customers, policies, renewals and finance workflows using sample data.

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The need

Let an agency evaluate insurance software through relevant scenarios rather than a collection of screenshots.

The approach

Isolated trial environments, guided scenarios, a customer portal and sales follow-up were brought together. The operational CRM and the demo/sales environment have separate boundaries.

Current scope

Demos use sample customer records. Quote results are simulated and are not real insurance prices or offers.

  • PHP
  • Python
  • Isolated demos
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