Customer relationship management 2.0
for consultants and call centres
for consultants and call centres
Insurance sales and customer service from a single source
Customer relationship management 2.0
for consultants and call centres
for consultants and call centres
Insurance sales and customer service from a single source
The CRM software for successful, cross-linked customer management
Full transparency throughout all touchpoints
In the digital era, successful customer relationship management requires a high degree of multi-tasking on the part of consultants. The number of touchpoints with customers is steadily increasing while data pools are growing ad infinitum. Open offers, applications, claims, follow-up of ongoing email campaigns or unexpected customer calls: keeping an overview of all customers and activities is the fine art of successful insurance sales. iS2’s consultant portal is a state-of-the-art CRM for insurance companies, giving optimal support to sales teams in customer management and making everyday work easier.
The CRM software combines all customer data and information gathered during the course of customer journeys. It records call centre activities as well as offer inquiries on the website. iS2’s consultant portal ensures full transparency throughout all touchpoints. Your consultants keep an overview and are able to focus on their core business. Your customers will enjoy comprehensive consulting that directly addresses their needs. A win-win situation for your success.
In the digital era, successful customer relationship management requires a high degree of multi-tasking on the part of consultants. The number of touchpoints with customers is steadily increasing while data pools are growing ad infinitum. Open offers, applications, claims, follow-up of ongoing email campaigns or unexpected customer calls: keeping an overview of all customers and activities is the fine art of successful insurance sales. iS2’s consultant portal is a state-of-the-art CRM for insurance companies, giving optimal support to sales teams in customer management and making everyday work easier.
The CRM software combines all customer data and information gathered during the course of customer journeys. It records call centre activities as well as offer inquiries on the website. iS2’s consultant portal ensures full transparency throughout all touchpoints. Your consultants keep an overview and are able to focus on their core business. Your customers will enjoy comprehensive consulting that directly addresses their needs. A win-win situation for your success.
Multi-tasking at its best
Multi-tasking at its best
All features at a glance
The perfect solution for your success.
iS2’s consultant CRM is flexible and can be adapted to your system landscape. This ranges from corporate design and individual product landscapes to your specific requirements. The solution is always as dynamic and agile as your insurance sales. The consultant portal grows with your new requirements and can easily be expanded. To ensure that you obtain the right solution for your success, the iS2 consultant portal is based on intelligent modules as well as iS2 standard modules and interfaces.
The perfect solution for your success.
iS2’s consultant CRM is flexible and can be adapted to your system landscape. This ranges from corporate design and individual product landscapes to your specific requirements. The solution is always as dynamic and agile as your insurance sales. The consultant portal grows with your new requirements and can easily be expanded. To ensure that you obtain the right solution for your success, the iS2 consultant portal is based on intelligent modules as well as iS2 standard modules andinterfaces.
