SMS – The Ultimate Insurance & Finance Platform
SMS streamlines workflows, automates processes, and reduces costs for insurance and finance
professionals. Acting as a smart virtual office, it eliminates manual tasks and enhances efficiency
for brokers, advisors, and insurers.
Smart Tools & Digital Automation
With real-time client tracking, financial simulators, and automated policy issuance, SMS simplifies
insurance and pension management. Features like digital forms, remote e-signatures, and a
centralized dashboard make every process seamless.
Secure, Mobile & Paperless
SMS is cloud-based, mobile-friendly, and ISO27001-certified, ensuring secure, anytime-anywhere
access. Its paperless workflow helps professionals work smarter and more efficiently.
Fast, Simple, and Elegant
All data rates, forms, documents, and digital signing is organized, analyzed, and managed in one
place.
Access Anytime, Anywhere
Supports all internet-connected devices, including mobile, iPad, and tablet, allowing seamless
work from any location without the need for an office.
Built by Experts
Developed with deep industry knowledge, the system includes simulators for risk assessment,
finance, insurance, mortgages, and pensions. Designed from real-world experience, it is
practical and highly effective.
Eco-Friendly & Efficient
Generates digital documents and enables remote signing via SMS, eliminating paper and creating a
seamless virtual office.
Seamless Service & Sales
Simplifies every step, from document creation to portfolio analysis and remote signing, ensuring
a smooth experience for professionals and clients.
Data Security
The software is encrypted with SSL technology and complies with ISO 27001 standards for
information security management.
