Euler Hermes - Intermediary Portal

Insurance digital broker portal | Document generation | Multi-tenant | Singapore

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About Euler Hermes

Euler Hermes is the world’s largest credit insurance company, and provides its clients with insight into markets and economic developments. Their analysts use the latest technologies to provide directly applicable information to companies of all sizes and in all industries. Euler Hermes’ services include credit insurance, (bank) guarantees, debt collection services and information products. Euler Hermes operates in over 50 countries in 5 continents.

The challenge

Euler Hermes works with intermediaries: insurance brokers. In the past, requests for insurance were manually processed by external insurance brokers into a quotation. The quotation was checked by several departments within Euler Hermes and the intermediary received an approval. A time-consuming process between the internal departments of Euler Hermes and the external insurance brokers. 

To shorten the quote-to-sale time, it was necessary to automate and speed up this process. Euler Hermes knocked on our door to develop a portal between them and a business partner to replace the current way of working with a solid application, giving Euler Hermes a fast, qualitative and secure process for handling quote requests. 

Our solution

For Euler Hermes we realized a portal for the communication between the internal departments and the intermediaries. In the portal, the intermediaries can place a request. The portal is linked with the backend of Euler Hermes, so all the correct data is directly available. In the quoting process, a risk calculator is integrated to directly show the risk analysis, and approvals of the quotes are standardized with a solid approval workflow.

Results

  • The new application provides a standardized, fast and secure process for the quote-to-sale workflow.
  • The application enables insurance brokers from AU/NZ to create digital insurance proposals.
  • For the mid and long term the application will be further rolled out in the entire Asia-Pacific region.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

  • Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
  • Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
  1. Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
  2. Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

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