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.

More about CAS genesisWorld    Arrange a consultation

Highlights

  • 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
Already a fan of CAS genesisWorld? Explore more functions

CRM success stories

Customer voices

Do you have any questions?

We are happy to help you.

Our CRM experts will provide you with help and advice by phone or e-mail. Further, our Info Center contains handy tips and detailed information on current CRM topics.

 

Customer Support
Tel: +49 721 9638-188

Contact us