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Collection & Quotation

The quotation, automated.

Avatar la cotation, automatisée.
Illustration The quotation, automated.
Avatar la cotation, automatisée.
Illustration The quotation, automated.

Make up. Verify. Launch.

Centralize your exchanges, structure your files and launch your insurance requests from a single interface.

Build a solid customer record

Illustration Build a solid customer record

Build a solid customer record

Automatically identified documents

Panora determines the required parts according to the customer, the products and insurers selected.

Email ready to send

Your customer immediately receives the list of documents to be provided.

File structured from the start

All information is centralized in a single and organized space.

Keep a clear view of progress

Illustration Keep a clear view of progress

Keep a clear view of progress

Automatic reception and analysis

The documents received by email are attached to the correct file and evaluated with a score of confidence.

Clear status of the parts

You immediately see what is validated, missing or needs to be completed.

Simplified reminders

Reminders ready to be sent to quickly finalize the file.

Start and centralize quotations

Illustration Start and centralize quotations

Start and centralize quotations

Request sent for you

Panora files the listing via extranet or prepares a complete email to subscribers.

Perfectly presented file

The information is structured and ready to be analyzed by insurers.

Quotations automatically attached

The answers received are centralized in the correct file, ready for comparison.

Your listing process, finally unified.

Synchronized emails

Illustration Synchronized emails

Panora analyzes your emails and automatically links exchanges and documents to the right folder.

Smart reminders

Illustration Smart reminders

Panora generates reminders ready to send to speed up insurance responses.

Folder view

Illustration Folder view

A clear vision of the responses received, pending requests and actions to be taken.

An AI designed for a regulated environment

Full control

AI accompanies you in your daily tasks without ever deciding for you, each action remaining under your validation.

Data protected in Europe

Your information is stored on certified European servers that comply with the most stringent GDPR requirements.

Security & compliance

All transactions are encrypted, traceable and aligned with regulatory obligations, including DDA and RGPD.

Confidentiality guaranteed

No customer data is used to train the models, your documents and exchanges remain strictly isolated.

Questions
frequent

Find answers to the most frequently asked questions about Panora: operation, features and prices. Another question? Write to us at contact@panora.co

Question as an example for the Collection & Quotation page?

Example of response. Find answers to the most frequently asked questions about Panora: operation, features and prices. Another question?

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Secondary question as an example for the Collection & Quotation page.

Example of response.
Find answers to the most frequently asked questions about Panora: operation, features and prices. Another question?

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