The increase in media, channels and products is accompanied by lower sales costs, less complexity and less waste coverage. In the age of digital transformation, the world of insurance sales is full of contradictions. Developing expertise in digital sales and thus winning over a new generation of confident customers is crucial for the future of insurance companies. It is important to identify the issues that are relevant to your customers and to use appropriate technologies to address the issues.
Choose a modern, multi-channel sales system that supports uninterrupted sales and advisory processes. It should encompass customer acquisition (including campaign and lead management), advice and sales (including needs assessment, creating quotations and generating applications) and it should issue policies automatically. You can benefit from a high degree of automation that even includes the process of case-closing at the point of sale.
The most detailed view of your customers you have ever had:
Your sales process has never been so organised:
Structuring your processes has never been so easy: