Application checking; status updates on insurance files; cancellation dispatch; postponement of policy start dates; customer service.
Extranet; management and segmentation of the client portfolio; telephone campaigns for cross- and up-selling.
Preparation of offers; sales support; intermediary hotline.
Complaint handling; quality calls.
Free customer hotline; client support in 8 languages; specialists with advisory experience.
Cert. VBV Insurance Intermediary; dipl. IAF Financial Adviser; dipl. IAF Pension Adviser; Insurance Specialist with federal diploma; Financial Planner with federal diploma.
Contact us for non-binding advice. We will get back to you as quickly as possible.
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