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Sales support system for insurance agencies

Sales support system for insurance agencies

You can manage your schedule on a weekly or monthly basis! The efficiency of daily operations will improve.

The "Sales Support System for Insurance Agencies" is a system that manages the schedules, cases, and working hours of each sales representative. By displaying customer information on a map, it allows for a visual confirmation of customer relationships, which can be useful for sales. Additionally, the system includes a function to aggregate the activity hours and number of cases for each representative, enabling activity analysis of the representatives. 【Specifications】 ■OS: Windows ■Development Language: C# ■DB: MSSQL *For more details, please refer to the PDF document or feel free to contact us.

  • SFA/Sales Support System
  • Agent sales support system

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25. Web design to strengthen agency sales

25. Web design to strengthen agency sales

Create a "sellable" state for the agency on the web. We will organize the necessary information and pathways for agency sales, from proposals and explanations to comparisons and approvals.

The reason why agency sales are not growing is often not due to the motivation or sales ability of the agencies, but rather because "the materials needed to sell are not available online." Agencies handle multiple products within a limited time. If the necessary information for proposals (who it appeals to / selection criteria / differentiation / answers to common objections / proposal materials) is lacking, the priority decreases, resulting in poor sales. Furthermore, if the end-users get stuck in comparison or internal approval processes, the projects come to a halt. This service is designed to strengthen the creation of projects through agencies by providing content and pathways (proposal → comparison → internal approval → consultation) on the web that make it easier for agencies to propose and for end-users to move forward with their considerations. ▼ For concerns like these: - Agencies are not taking action / proposals are not increasing - Explanations vary by agency, leading to misunderstandings and backlash - There are few inquiries through agencies / projects are not materializing - Weak when compared to competitors (key points are not communicated) - Agency materials and FAQs are not well organized *Please share the current URL and the sales flow of the agencies (as much as you know). We will identify the reasons for poor sales structurally.

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  • Agent sales support system

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