Portale Intermediari: digital management and control of distribution processes
Portale Intermediari is the solution developed by S2E to support insurance companies and financial institutions in the structured management of their distribution network. Designed to simplify operational activities and improve coordination between headquarters and intermediaries, the portal centralizes information, documentation, and communication flows in a single digital environment.
The platform enables management of profiles, mandates, contractual documents, mandatory training, and regulatory deadlines, offering an up-to-date and organized view of the entire intermediary ecosystem. Role-based access allows each user to operate according to their responsibilities, with full traceability of activities and precise process control.
Key features include:
- Structured document management and versioning
- Monitoring of deadlines and automatic alerts
- Configurable approval workflows
- Control dashboards and reporting
- Integration with core systems and enterprise applications
Portale Intermediari supports a digitalization journey aimed at reducing manual activities, improving data quality, and streamlining collaboration between companies and their network. It provides practical support for organizations operating in regulated environments that require reliable tools to manage complex processes.
Visit here the Portale Intermediari website.