Articles

Insurance Sales on Device

Insurance sales agents are mobile by nature of their business. Mobile technology helps agents to service customers in the selling and claim handling process to increase overall customer satisfaction and sales revenue.

Current customer situation

Sales agents often lack access to all relevant data, to analyze their own current business and prepare for customer visits anytime, anywhere. The results are reduced revenues and inefficient processes.

Value proposition

Mobility is becoming business critical. Having all relevant information on hand and identifying a lack of insurance coverage or supporting a customer in the case of a claim will generate more business.

Outcome opportunity

• Improve sales effectiveness and responsiveness, which leads into faster sales
• Provide anywhere, anytime full access to all customer-, contract-, and claim-related data
• Reduce cost due to reduced workload in the back office for providing customers with up-to-date information
• Provide immediate awareness of relevant customer information