CRM software for banks, insurance
and financial companies

With the best service to trusting customer relationships

Insurance companies work with customers on a mutual trust basis. If customers are happy, they recommend them through word-of-mouth marketing. However, keeping vast numbers of customers happy requires professional CRM systems that use a central knowledge database. This is especially true if they cooperate in large networks with subsidiaries, insurance agents and self-employed consultants.

One central data pool enables employees to provide customers with consistent information whenever they get in touch with them and customers appreciate these reliable services.

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  • Access all data on the move
  • Easily manage addresses
  • Control access with different right levels
  • Always the best advice due to the central
    database and knowledge pool
  • Professionally manage documents,
    e.g., contracts, notes, templates
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