Customer relationship management 2.0
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.

Multi-tasking at its best

Desktop PC CRM Berater/Kundenportal
Desktop Schreibtisch mit CRM Beraterportal iS2 AG
Desktop PC CRM Beraterportal

All features at a glance


  • Dashboard/overview
  • Personal data
  • Acquisition data
  • Contracts
  • Offers
  • Invoices
  • Status of claims
  • Contact history throughout all touchpoints


  • Edit customer data
  • Selections for campaigns
  • Notification of claim
  • Product overview and information
  • Consulting
  • Risk assessment, preparation of offers and applications
  • Electronic signature
  • Financial mathematics calculations
  • Action cockpit (next best action for consultant)
  • Reaction cockpit (next best action for customer)
  • CTI


  • Generate electronic insurance confirmation
  • Garage search
  • Order stationery or advertising material
  • Download portal (applications, claim notifications, marketing material, videos, etc.)
  • Software tools (financial mathematics calculations, teasers, etc.)
  • Administration (settings, change password, etc.)
  • Contact, feedback

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.

Benefits for consultants


24/7 access to all customer data including inventory data of legacy systems


High performance: Your sales team can work at maximum effectiveness


Ultra-modern ODS architecture


Clearly structured dashboard with all the important information at a glance


Access to information from all customer touchpoints


All relevant functions for consultants combined in one interface

Why iS2 is the right choice

  • More than 20 years‘ experience with sales systems at the point of sale.
  • Industry specialist in the insurance environment
  • Omnichannel provider: Everything from a single source
  • Specialist for state-of-the-art key technologies
  • Methodological expertise