higher revenue thanks to experience-assisted sales and a powerful multi-channel sales system
Higher sales of insurance products, better client services, and all this at lower costs for the insurance company. This is a reality that PosAm SFA brings to insurance product sales. The powerful sales system unifies business processes for all sales channels. Together with the application focused on experience-assisted sales, it brings a new dimension to the acquisition process. PosAm SFA is the key solution for successfully gaining new clients and retaining existing ones.
Changing customer behaviour and new technologies are behind the emergence of new sales channels and entire business models. It is necessary to remove the barriers to purchases and to secure sales support through various channels and technological equipment.
Any complication raises the risk of losing a client, who may go
to the competition. The insurance company, as well as sales representatives, definitely requires the appropriate application support in order to satisfy the client's needs and gain a competitive advantage.
PosAm SFA unifies the business functions of the insurance company into a common core for all sales and distribution channels, while providing salespeople with a modern client application for the sale of insurance products usable on virtually any device. Multi-channel and multi-platform support makes PosAm SFA an effective sales management tool, and a powerful tool for experience-assisted sales.
The common business logic for all sales and distribution channels greatly improves efficiency and reduces costs not only in system development and maintenance, but also in introducing new products to the market. Systems for internal salespeople, brokers, insurance aggregators, financial advisers, or on-line portals, all communicate with one central SFA system.
The completely redesigned sales application is focused on ergonomics and user-friendliness. It's a clever assistant, which guides the salesperson starting from the client's needs analysis through product calculation, and with full support for the insurance product methodology, helps to successfully conclude the sales opportunity. The interactive sales process focused on assisted
sales helps build trusting relationships between the insured and
the insurer. This will pay off several-fold in the acquisition of new clients.
The entire sales process is fully digitized and completely paperless. Contracts concluded electronically do not require any additional manual processing. The number of additional interventions is at a minimum. Automation saves time spent on unproductive activities. Salespeople can therefore focus on client acquisition, cross selling and up selling, and after-care for the client.
in one solution
More efficient processes
in the insurance company
More successful salespeople
Digitization and automation allows the focus to shift to sales
PosAm SFA is a system designed specifically for the sale of insurance products. The multi-channel solution for supporting key business processes increases efficiency and decreases costs. The multi-platform application focused on experience-assisted sales increases the success rate of salespeople and deceases the insurance company's costs. Faster introduction of products to the market, quality service and transparent information contribute to building trusting relationships, so important in the sale of insurance products.
PosAm SFA stands behind the successes of the Allianz Group insurance companies
calculations per year