Support and development systematic sales approach

Carrying out targeted and promising marketing activities for insurance products is based on a variety of pillars. These make it possible to communicate systematically with insurance holders within the framework of an ideally organized sales process that is oriented toward the customer's needs. The first planning stage involves planning the campaign, selecting suitable customers from the inventory systems and releasing the campaign for subsequent stages. In the second stage, additional customer data is identified from the operational systems during night-time batch processing, and this data is provided to the representatives as a proposal list in a central system that is available online. In the final stage, the representative selects customers for the campaign from this list and loads all the necessary data, including the sales-supporting templates, from the central system to the local agency management and information system.