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Distribution & CRM

Sell more, administer less

A commercial network, white-label portals and a 360º insurance CRM that links opportunities, policies and loss ratios — plus a self-service area that lets your policyholders manage their own cover. An agent keeps the client record current so your team never retypes what the platform already knows.

  • Insurance CRM

    A unified client view linking commercial opportunities, issued policies, receipts and loss ratios in one place.

  • Landing pages & portals

    Instantly deploy white-label direct-sales portals with your corporate brand — no IT development required.

  • Commercial network

    Manage agents, brokers and producers, with commissions and performance visible across your whole distribution.

  • Opportunity to policy

    Move a lead from quote to bound policy without leaving the platform — every step traceable.

Policyholder self-service

Your policyholders manage their own policy

A private area where the end client logs in to consult and download documents, view receipts, update their data and manage or cancel cover — reducing your team's administrative load.

  • Consult and download policy documents
  • View and track receipts and payments
  • Update personal and risk data
  • Manage, renew or cancel cover
The Hermes policyholder self-service portal