Success is based on the right decisions!
Different reasons why Maklerzentrum Schweiz AG is so important for you now!
The insurance industry is facing major challenges. The effects of Covid-19, changing customer behaviour on the background of an increasing digitalization as well as the recent industry agreement of the health insurers have led to more difficult market condition. These elements need to be considered, among other things.
One question is thus crucial:
Can you put all your energy into sales?
Maklerzentrum Schweiz AG is the leading partner of independent insurance intermediaries and their sales organizations. The company works with all major insurance providers. As an independent market leader with the greatest experience and a comprehensive service of Swiss quality, we support our sales partners in their daily work so that they can focus on providing optimum advice and support to their customers. This is highly important, especially in the current market conditions.
Services: More than 500 independent sales partners have been working successfully with us for years!
There are matters that are so complex that only very experienced specialists can have a thorough understanding of all their aspects. Maklerzentrum Schweiz AG is familiar with the vagaries and administrative hurdles of the sales industry and can make work fundamentally easier for you and your team. Trust is a very important factor in the industry, and when everyone concentrates on doing what they do best, this trust will be more than justified.
For continuing education:
Training and Education:
• VBV certified Insurance intermediary;
• Financial advisor IAF;
• Insurance specialist with federal diploma;
• Financial planner with federal diploma;
• Education and training for the acquisition of CICERO credits.
For your convenience:
Administration:
• Application control;
• Commencement deferrals;
• Notice dispatch;
• Postponement of the insurance start date;
• Customer service.
Accounting:
• Payroll preparation;
• Record keeping;
• Annual reports;
• Financial statements and audits.
Inventory Maintenance:
• Extranet;
• Customer base management
and segmentation;
• Telephone campaigns for
cross-selling and up-selling.
CRM:
• Application processing;
• Inventory maintenance;
• Extranet;
• Personnel management;
• Commission accounting.
Helpdesk:
• Quoting;
• Sales support;
• Agent hotline.
Infrastructure:
• Office space;
• Rental participations;
• IT access.
Quality Management:
• Complaint handling;
• Quality calls.
Legal Management:
• Preparation of contracts;
• Company formations;
• Support in legal cases.
For a better quality of advice:
Customer Service:
• Free customer hotline;
• Customer service in 8 languages;
• Specialists with consulting experience.
Virtual Maklerzentrum:
We provide the infrastructure for virtual consulting meetings, ensuring maximum security in a representative virtual environment.
Due to the pandemic, virtual consultations have become increasingly important. Some groups such as seniors have also come to appreciate using portals such as Skype, Zoom or Webex during the pandemic. Thus, it can be assumed that virtual communication will also become more and more important in the future. Maklerzentrum Schweiz AG now has virtual conference rooms, which are not only very secure in terms of data protection, but also mean a representative step into the digital future of our customers.