Europäischer Versicherungsvertrieb

Digital transformation in financial sales

Objective

The operational sales processes of the client company offer high digitalization potential.
A previous process analysis showed that the existing workflows cause the sales partners to repeatedly process information in analog form.
This creates a comparatively high administrative effort per customer conversation.
The goal is to minimize the administrative effort.

As general contractor, ReqPOOL took over the implementation of a sales portal to achieve full digitalization of the operating business.
ReqPOOL itself provided an external product owner and obtained development services from a supplier.

Within one year, a productive system was introduced into the operating business.
User acceptance is excellent, as the requirements were gathered together with the users and regularly adapted to new insights.
Administrative effort in the operating business was minimized.
Data is captured directly on touch devices on site with customers and processed immediately.
The following processes were eliminated:
- Written capture of data
- Entering the data into outdated legacy systems
- Scanning of written records
- Sending various e-mails to decision-makers (automated)

Arrange a no-obligation initial conversation with our contact person.

Christian Buchegger

Chief Sales Officer & Authorised Signatory