Services
What about your availability?
When your customers need to talk, it is important that you can rely on our experience. Back-office communication: customer hotline and customer support in up to 8 languages – This is how we keep you on the road to success. We have your back – always available and professional and guaranteed to work in your favour.
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.
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.
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.