> What we do \ For agencies \ UNO UNO is the ideal ally of modern agencies and insurance brokers that have to deal with an ever increasing and complex amount of data. Following the reforms of the Bersani law, many agencies are opening up to multi-mandates, which means a multiplication of applications for policy management that often complicate daily operations. Versatile and flexible, UNO is tailored to the needs of the Agency . Thanks to its modular functions, it is possible to aggregate , organize and optimize the flow of all insurance and accounting operations of an agency in a single management software: deadline management, receipts, account statements, closures and relationships with sub-agents. UNO offers a global vision of the entire client portfolio for an autonomous management of the operational and general activities of the Agency. The license to use UNO is owned by the Agency , this ensures the confidentiality and independence of its internal data and its portfolio, while at the same time ensuring full compatibility with the import of data from the Company's software. Automated document management . The performance of operational activities is made more fluid and organized thanks to optical archiving and document management, functions implemented with an insurance-type matrix. UNO digitizes all paper documents issued in customer portfolio transactions and categorizes them with logical links, allowing you to quickly recall documentation relating to a customer's or policy's history. UNO, marketing and communication tool to hit the mark . Particular attention was paid to marketing activities. The standardization of portfolio data allows you to set up a high customer profiling to implement different types of statistics: from simple comparisons to more complex ones for personalized CRM surveys. There is also a function dedicated to managing communications with customers: UNO allows you to orttimize official or promotional communications making them attractive and effective, thanks to the customizable SMS, Mail and Fax formats for sending to selected lists, which can also be imported from outside. Discover all the features of UNO Download detailed documentation Introduction ONE Estimation and pricing TTY Creo Srl via Prealpi 13 20833 Giussano ( MB ) tel. 0362 35 58 11 fax. 0362 35 58 53 VAT number IT02841560960 e-mail: creo@ttycreo.it work with us