CRM / ERP for Insurance and Assistance companies

One software platform for the whole company

Every department, from the call center to the accounting office, works with the same data. No duplicate entries, no need to reconcile data between applications.

In production at roadside assistance and insurance companies in Greece and abroad.

An insurance operations floor at work

Trusted by

AXA Europaiki Pisti Inter Partner Assistance Intersalonika 247 PRC UR Europ Assistance Greece Extra Assistance
Why Eagle

Three things that stop consuming your time

Eagle is not one more piece of software sitting next to the others. It replaces the spreadsheets in between, the double entry and the phone calls to confirm what was already written down.

Case management

Roadside assistance, medical, technical assistance, travel, vehicle warranty extension and claims cases, all in the same workflow.

Records

Insured parties and coverage, the roadside support network, insurance companies and special policies. One archive, with history that holds.

Integration

Customers, suppliers, iRoad Assist and third party systems all talk to Eagle over web services, with nothing passed by hand.

25+years in the industry
6categories of cases
24/7network operation
Azurecloud infrastructure
The life of a case

Information goes in once, then travels on its own

Every case moves through four stages and quite a few pairs of hands. In Eagle, none of those hands retypes the same details.

1

The call

The insured party calls. Their details and coverage come up straight from the archive.

2

Handling

The case is assigned to the network and tracked until it closes.

3

Invoicing

Services, claims and commissions move into the ERP with no file in between.

4

Reporting

The same data feeds MIS, Solvency and the myData connection.

Features

Software that covers every department

It covers front office, middle office and back office, and tracks every product line: medical, road assistance, home, travel and more.

MIS reporting & dashboards

Full visibility of the company's financial position. The MIS draws on every piece of data in the program, at CRM and ERP level together, so the numbers agree from the first incident all the way to the balance sheet.

Managers reviewing financial reports

Solvency & myData

Full coverage of Solvency requirements across the company's financials, plus the myData connection, either direct or through a provider.

B2B policy issuing

A web portal for insurance offices and brokers to issue policies, with commission and over-commission tracking. Native integration lands everything back in Eagle.

Automation

Automatic SMS to insured parties for status updates and service surveys, plus links into other insurers' systems.

Communication

Sites and web services through which Eagle talks to customers, partners, insured parties, insurance offices and brokers.

Financial tracking

  • Policies and endorsements
  • Commissions and premiums
  • Invoicing and re-invoicing
  • Stock and production statements
  • Claims, receipts, payments
Eagle + iRoad Assist

The incident closes at the roadside. The file closes by itself.

iRoad Assist, our roadside assistance coordination platform, connects to Eagle automatically. Whatever the driver records on their phone reaches the case file without anyone typing it again.

Incident photos from the mobile app, straight into the file.
Electronic accident report with diagram and GDPR consent signature.
Electronic amicable settlement statement filled in from the electronic report.
Times and services for towing or on-site repair, straight into Eagle.
A recovery vehicle transporting a car after an incident
dRSA, Ready when you are

The policyholder reports the incident themselves. The file opens by itself.

dRSA is the self-service web app that reaches the policyholder through a single link. They report the incident from their phone in a few steps, and through the Eagle integration the case opens and is assigned to the provider covering that area, with no human interaction.

Zero-touch assistance

A fully automated flow. The policyholder completes their request straight away, without waiting for anyone to answer.

One place for every incident

A guided, step-by-step journey for auto, medical or home incidents, completed in seconds.

Competitive edge

The self-service tool that sets your brand apart from the competition and keeps the policyholder close to you.

1

The link

They open the web app from a link. Nothing to install, no account to create.

2

Details and location

They confirm vehicle, policy and contact details in a short form, and their location is sent automatically.

3

The incident

They pick accident, breakdown or other, and a guided list narrows down exactly what is needed.

4

Submit

One tap submits the request and gives instant confirmation that help is on the way.

Fewer call centre resources, lower operating costs, faster response times. dRSA is built on Pulse, Orama's low-code tool, and its architecture is open: the same flow can connect to other vendors' CRM systems.

Frequently asked

The questions we hear before every demo

Does it replace our accounting department?
Eagle keeps its own financial tracking, from premium through to receipt, and connects to the major accounting packages. In practice you decide where one ends and the other begins.
What happens to the data we already have?
Migrating your records of insured parties, policies and case history is part of the installation. Your history does not stay behind in the old system.
Does it cover Solvency and myData obligations?
It fully covers Solvency requirements across the company's financials. For myData the connection runs either directly or through a provider, depending on what you already use.
Can it be adapted to the way we work?
Tailored editions have been built for specific clients. Adapting to your own workflows is part of the job rather than an exception.
How does dRSA relate to Eagle?
dRSA is what the policyholder sees when they need help. Eagle is the system behind it. Through the integration, a request submitted in dRSA opens a case in Eagle and is assigned automatically to the provider covering that area (through iRoad Assist). It can also run against another vendor's CRM software.
How long does installation take?
It depends on the size of the archive being migrated and how many integrations are needed. In the demo we work through a concrete timeline for your case.
Contact

Find out more about Eagle

Leave your details and one of our team will get in touch to arrange a demo built around the way your operation actually runs.

42 Chrysostomou Smyrnis St., Moschato, Athens 18344, Greece

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