Confia Solutions build a tailored CMS to revolutionise the insurance industry

How Confia Solutions Automated Client Management and Saved €50,000 Annually

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In an industry known more for paperwork than innovation, Marco H. is redefining what insurance broking looks like. While most brokers still wrestle with legacy systems and manual processes, he envisioned something different: a modern, client-first approach powered by smart automation.

When Marco decided to start his own insurance brokerage in Upper Austria, he faced a daunting challenge:

how to single-handedly manage hundreds of client relationships without sacrificing service quality.

The traditional approach would have required hiring additional staff just to handle paperwork. Instead, he found a different solution.

"It was either a new full-time employee or a tailored software from Kwapso," Marco explains. "Now I save a years salary, can handle more clients and overall deliver better quality in my services due to better documentation and processes."

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The Challenge: Breaking Free from Paper Chains

For an independent insurance broker, every client relationship starts with a valid power of attorney.

With hundreds of clients to transfer, Marco was looking at months of manually sending PDFs, tracking signatures, and managing documents.

Each client averaged 15 different documents, from contracts to passports, spread across multiple insurance providers.

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Building a Custom Solution That Works

What started as a simple idea to streamline client onboarding evolved into a comprehensive business app that handles every aspect of Marco's insurance practice. Here's how the app transforms daily operations:

Seamless Client Onboarding

When a new prospect arrives, whether through the website or a personal referral, the app takes over:

• Automated sending of welcome messages and registration links
• Digital collection of client information through smart forms
• E-signature integration for power of attorney documents
• Automatic creation of client profiles with all necessary documentation

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Smart Contract Management

The app revolutionizes how Marco handles insurance contracts:

• One-click requests for existing contracts from multiple insurers
• Automated follow-ups if insurers haven't responded within a week
• Digital contract library with version control and change tracking
• Automatic reminders for contract renewals and terminations

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Streamlined Claims Processing

When accidents happen, quick response matters:

• Clients submit claims through a mobile-optimized digital form
• All claim details are instantly organized and categorized
• Automated notifications keep clients updated on claim status
• Digital document collection eliminates paper chase
• Direct communication channel with insurance providers

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Client Portal Experience

Clients gain their own secure access to:

• View and download all their insurance documents
• Submit new claims or check existing ones
• Update personal information
• Request policy changes
• Schedule consultations

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Daily Operations Transformed

The app doesn't just handle client-facing tasks. It's become Marco's command center for daily operations:

• Task management system prioritizes daily activities
• Automated reminders ensure nothing falls through the cracks
• Document templates speed up routine communications
• Analytics dashboard tracks business performance
• Team collaboration tools streamline workflow

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Beyond Expectations

What makes Marco's solution stand out is its depth of automation.

While a handful of brokers have embraced digital tools, few have achieved this level of process refinement.

From the nuanced handling of client onboarding to the sophisticated claims management system, every aspect has been customized to insurance industry specifics – creating workflows that feel almost prescient in their ability to anticipate and address common challenges.

What began as a solution for client onboarding has become the backbone of Marco's entire operation.

The system manages everything from prospect conversion to long-term client care, enabling Marco to:

• Handle hundreds of clients single-handedly
• Respond to client needs within minutes, not days
• Maintain perfect documentation for compliance
• Scale his business without adding staff
• Focus on client relationships instead of paperwork

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The Results

The impact on Confia Solutions has been transformative:

• Eliminated the need for additional staff, saving €50,000 annually
• Reduced document processing time from hours to minutes
• Improved client service with faster response times
• Enhanced compliance through automated tracking
• Enabled business scaling without additional overhead

Marco now manages hundreds of clients with the same personal touch he started with, but with the efficiency of a much larger operation.

His success shows how the right custom business app can transform not just processes, but entire businesses.

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