Manufacturer for advice software responds with holistic advice on the networked insurance customers are better informed about offers. / etvice has adapted to changing information channels of communication. / Holistic advice and 360 degree view of the customer. / With cheops. Mobile and Cheops.Scout of the lead in the advice. “/ Torsten Jager generate gave a talk on the topic of sales events” at the 37th meeting of the AMC. Hamburg/Jersbek.
As shown in a recent study of the Cologne opinion Research Institute psychonomics, the Internet is increasingly used by the Germans for information on insurance and financial services issues. To orient themselves, insurers and financial services providers Web sites visited until today more than 11 million citizens. For comparison: In the year 2000 there were two million only. Particularly relevant and interesting for the insurance industry is that the customers who took advantage of the Internet, online caught up before every fourth new contract with an insurer or financial services information. This development makes it clear that the advice and the distribution of insurance and financial service providers need to adapt to very well-informed of new customers. Marc M.
Engel, Chairman of the Board which advises etvice Holding AG,: The consultant must be better than previously be informed about the personal situation of the client to provide different solutions in the conversation. The aim must be, growing up to advise clients and to communicate proactively with this.” See. To create a customer profile for holistic advice, excellent customer communication of the insurance undertaking or of the financial service provider is prerequisite. And just as the 360-degree view of the customer could be optimized, white Angel, this should have priority at all levels of an insurance or financial service provider.” The question provided a comprehensive consultation however the next step: How can initiate an integrative visibility of all involved distribution channels be? Smoothly adapted centralized and decentralized data sets for those involved with the insurers or financial institutions must be available at any time and can be updated anywhere. This software is needed, which updated the customer profiles, not only locally, but generates also lead.