The customer journey for selling rated products: from quote to issue, in a single guided flow. Unlike underwriting (risks that are underwritten), here the price is already on tariff: the agency network, brokers and direct sales all work the same path.
SaleJ is the sales customer journey for rated products: pick the product, enter the company's details and get a quote and policy issue in a single guided flow — without going through risk underwriting.
The same journey serves the agency network, brokers (as a dedicated portal) and direct sales, across every commercial product: from multi-risk to vertical lines such as CatNat, MedMal, Surety/Engineering and Cyber.
What it does
- Quote, proposal and policy issue for rated products.
- One flow for the agency network, brokers and direct sales.
- Every commercial line: multi-risk and verticals (CatNat, MedMal, Surety, Cyber).
Who it's for
- Agency network
- Brokers
- Direct sales
Agency network — The agent sells products for businesses but does not always have the tool to do it quickly and consistently. SaleJ accompanies them through the entire journey — from company data to quote through to issue — and the intelligent rater suggests several cover levels, so they can adapt the offer to the client's price sensitivity without leaving the flow.
Brokers — For brokers, SaleJ is a dedicated portal for the same rated products: they quote and issue autonomously, with rules and covers already configured, and bring the client comparable proposals. The insurer maintains an orderly channel to the network, without handling every request manually.
Distribution and Marketing — For rated products, direct sales needs a simple and reliable journey where price and issue are immediate. SaleJ takes you from product selection to issue in a few steps, with a transparent quote and configurable cover. The process is monitored via DealT.