Connecting you to your sales!
The tools that an independent broker needs, all in one place.
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100% free AI platform
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Sales Co-Pilot just one Whatsapp message: text, send audio or video and receive a simulation instantly
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Your administrative tasks automated
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Receive status updates in your Whatasapp
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Customer portfolio management real-time monitoring
Sales support
Leverage our AI agents to speed up your sales and save time. You'll receive support for binding and non-binding quotes, policy issuance, and administrative tasks.
Sales status management
Check the status and other details of proposals, receive notifications, and monitor the progress of each client's process in real-time—whether they are newly recruited or have already signed the health plan contract.
Customer and proposal management
In addition to boosting your sales, you'll be able to manage your client portfolio and track the progress of your proposals throughout the issuance process in a simple, practical, and cost-free manner.
How does it work?
Step 01
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Click the button below and sign up on the Bliss Portal.
Step 02
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Once you sign up, you'll gain access to your sales platform. You can easily add leads and manage proposals in a straightforward, practical, and visual manner.
Step 03
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Speed up your sales process and save time. New leads and proposal updates are instantly reflected on the Portal.