Advisory process for corporate insurance customers

The customer orientation is an essential success factor in the context of selling insurance products. To provide corporate customers with optimum, needs-oriented advice, the fundamental company data is first recorded, including the existing safeguards. In addition to the questionnaire on the individual categories, the basis for determining the individual need for company-specific insurance products is provided by a wealth of background information about the risks to be covered and the appropriate products. The consultation is industry-specific. All information recorded during the talks can be documented in electronic form for both the customer's and the consultant's use, if the customer consents. The workflow is kept flexible, so that aspects can be added or omitted at any time during the conversation. This improves the quality of the consultation and leads to higher efficiency and a smaller expenditure of time.