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Webtel - Interactive Solutions

[Poland]Application - designed to support the process of insurance sales

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WebAgent - the Internet application - is designed to actively support the process of insurance sales. It is an ERP/CRM class application targeted at:
o insurance agencies;
o brokers;
o multi-agents;
o agents.

The process of insurance sales is realised through:
o gathering all the employees' knowledge, regardless of their individual contact bases, in a central repository containing information about individual and institutional customers (addresses, representatives, contact channels, customers' business evolution characteristics: potential customer, prospects, customer, former customer);
o planning of activities for a given customer (meetings, presentations, dispatching of promotional and advertising materials, etc.) and for a given agent with verification of these activities (where / when a meeting took place, was postponed or cancelled;
o defining of projects realised for customers;
o access to mechanisms to inform employees about future events via SMS and e-mail;
o introduction of access control mechanisms - browsing and modifying data.


Implementation of this application will minimise negative consequences resulting from the fact that a particular agent has since resigned from his/her post; in such cases, full information about customers served by this agent is lost. The application has a modular structure, thanks to which its functionality can be precisely adapted to the individual needs of any company. Furthermore, if a company uses an Internet browser as an operating console for each user group, the costs of this application become radically lower. It is the perfect solution for managing agents' activities outside a company.


The main advantages resulting from the application of WebAgent in a company are:
o automation of insurance sales, easier control over an insurance sales network with access to modern on-line communication channels (WWW, e-mail, SMS);
o central database with customer information, history of contacts and information about the insurance products they have purchased - access to data not included in policies (up-sell, cross-sell);
o easier communication with a sales network - instant transfer of information about new products offered by insurance agencies;
o an agent may easily calculate premiums and carry out real-time simulations;
o detailed on-line tabular and graphic sales reports making it possible to optimise a company's resource management and support decision-making processes;
o maintaining uniform standards of customer service;
o creating the image of a modern, well-organised company.
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Additional information:

Model/Article number:WebAgent
Price:Ask for price

 

Related products: Computer Hardware & Software ->System implementation

 
     
 

Webtel - Interactive Solutions

Street:Młynarska 42
City:Warszawa
Postal code:01-171
Region:Mazovia
Country:Poland
Phone: +48 22 2574300
Fax: +48 22 2574301

Contact person

Name and Surname: Bartosz Ratajewski
Phone: +48 22 2574326
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