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.