Modern quotation software for
omnichannel sales

From initial customer contact to contract execution – our insurance quotation software Faktor-IOS  enables centralized insurance logic for all distribution channels and divisions.

A flexible sales platform is needed to meet the demands of hybrid customers

If you want to win the race for customers, you need one thing above all: a sales force that is as flexible as the customers themselves, because the hybrid customer expects fast results, comprehensive access across diverse channels, and individual offers.

With our Faktor-IOS offer and quotation software, insurance companies can meet customer needs in a targeted manner and elevate sales and service processes to a new level of performance. Configure your sales products and offer variants centrally and make them available on different platforms across divisions and channels. This saves resources and helps you bring new products into the market quickly and easily. At the same time, the software enables an individual customer approach via classic and digital sales channels such as third-party providers, social media channels and virtual assistants. This enables you to address your customers more quickly and in a more targeted manner, leading them to the conclusion of a contract.

These clients trust in Faktor-IOS

Faktor-IOS meets the needs of the specialist department and the end customer

Our quotation management software takes the relevant product information from existing backend systems to generate sales products and quotation variants. Both backend and frontend systems can be easily connected to Faktor-IOS via efficient interface communication using REST services. As a result, our quotation software also creates the basis for cross-channel sales controlling. Despite offer and quotation data only being partially stored, meaningful statistics can still be created and the customer journey can be optimized sustainably. Thanks to the high level of product maturity, Faktor-IOS offers you not only extensive core functions, but additional innovative features such as centralized quotation services as well. Faktor-IOS Expert also provides a user-friendly interface that enables agents to guide customers to a deal quickly and competently.

What our clients say

“With the new quotation and policy system and the cloud as a foundation, we will be able to respond more quickly to customer requirements. This will strengthen our position as a successful composite insurer for the future.”

Michael Knaup Member of the Executive Board at DEVK
Portrait picture of Mr. Michael Knaup from DEVK

Product highlights

    • Icon of 4 arrows in different directions, one of them highlighted

      Wide range of functionality

      In addition to the core functions, Faktor-IOS offers further innovative features such as quotation variants or central quotation services.

    • Omni-channel capability

      With our quotation software, sales logic is configured in one central location, allowing it to be used for all divisions and sales channels.

    • stopwatch icon

      Short Time-to-Market

      Due to the service-oriented software architecture and the product-oriented approach, products can be brought to market more cost-effectively and faster.

    • Icon of 4 arrows in different directions, one of them highlighted

      Wide range of functionality

      In addition to the core functions, Faktor-IOS offers further innovative features such as quotation variants or central quotation services.

    • stopwatch icon

      Short Time-to-Market

      Due to the service-oriented software architecture and the product-oriented approach, products can be brought to market more cost-effectively and faster.

    • Omni-channel capability

      With our quotation software, sales logic is configured in one central location, allowing it to be used for all divisions and sales channels.

  • Icon of 4 arrows in different directions, one of them highlighted

    Wide range of functionality

    In addition to the core functions, Faktor-IOS offers further innovative features such as quotation variants or central quotation services.

  • Omni-channel capability

    With our quotation software, sales logic is configured in one central location, allowing it to be used for all divisions and sales channels.

  • stopwatch icon

    Short Time-to-Market

    Due to the service-oriented software architecture and the product-oriented approach, products can be brought to market more cost-effectively and faster.

Would you like to see Faktor-IOS in action?

Then request an exclusive and free demo ap­point­ment now!

Product advantages

  • How your business users benefits

    • Fast time-to-market
    • Sales via traditional and digital channels and channel-specific customer approach
    • Universal line of business coverage
    • Lean frontends and ease of use
    • Cross-channel sales controlling
  • Gear icon with highlighted center

    How your de­vel­op­ment de­part­ment benefits

    • 100 % Java
    • Service-oriented architecture (REST or SOAP-API)
    • Same product logic in frontend and backend systems
    • Easy data transfer and extraction (XML import and export)
    • Product definition tool included

Core function overview

1

Create offers

Quotations can be created quickly and easily through configuration for target groups, sales channels and sales partners.

2

Omni-channel capability through central storage of quotations

Offers and applications are stored centrally and are available for further processing via all sales channels.

3

Quotation variants

Customers can select the best variant from several offer variants and complete the offer directly.

4

Follow-up offer

If binding periods have expired or changes are still required after declarations of intent, a follow-up offer can be created very simply.

5

Validation/ Pricing

Calculation kernels are easily integrated and called up with high performance. Prospective customers therefore quickly receive premiums and feedback on their entries.

6

Comprehensive services

Services for connecting rate calculators, external sales partners and peripheral systems are included.

7

Integration into the IT landscape

Common peripheral systems such as printing, workflow, and partner / prospect management can be easily connected.

8

4-eyes principle

Agents can hand over important decisions to administrators depending on their role.

9

Change business

With Faktor-IOS, change business can also be carried out at the point of sale.

Faktor-IOS Downloads

  • Faktor-IOS Flyer

    Learn more about the quotation and application software Faktor-IOS in our product flyer.

  • Press release ProTect - Faktor-IOS

    ProTect Versicherung AG goes live with Faktor Zehn software in only 8 months and reaches its first milestone in IT modernization.

  • Press release HDI - Faktor-IOS

    HDI Global SE launches new Underwriting Workbench globally, relying on product- and process-driven solution design with core components of Faktor Zehn GmbH.

Would you like to learn more about Faktor-IOS?

Contact us

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