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.
- Benefits for your customers: They can access your products and services via any channel, whether digital or analogue.
- Benefits for your sales partners: Modern systems ensure the reliability of key figures and reduce the time spent on administration.
- Benefits for you: You can use these new digital opportunities to optimise your existing sales channels and new ones.