Sales are the key revenue driver for insurance companies. Therefore, it is of essential importance to adjust them optimally to market requirements. This requires detailed knowledge of the entire processes and IT requirements related to all sales channels — from brokers to customers — in order to deploy operative measures in a targeted way. zeb/ helps insurance companies to identify obstacles to success and develop options for practice-oriented acitivites in order to improve the IT support for sales processes.
Our approach
zeb/ addresses the problem areas of IT support for sales processes through systematic optimisation. A three-step project approach highlights problems in the IT support for sales processes and develops appropriate solutions.
- In the first phase, the status quo is analysed and relevant needs for action are identified. These tasks are consistently oriented to the functional requirements of the sales divisions and related processes. The knowledge of your employees is considered along with analyses of the application environment, process workflows and data quality. Likewise, we evaluate ongoing projects and activities in sales-relevant areas with regard to their impact on the current IT strategy and the target requirements of the sales organisation.
- As a second step, required activities are developed on the basis of the identified needs for action and further framework conditions, such as functional specifications,
- In the third step, the developed activities are prioritised with a view to their feasibility, potential benefits as well as costs and implementation time. On this basis, we give direct recommendations for actions and translate them into a realistic implementation plan.
We are pleased to support your company in the implementation phase of the proposed activities in order to fully achieve the intended objectives.
Your benefits
Based on its in-depth expertise in issues relevant to insurance companies, zeb/ is able to be a genuine sparring partner. Your sales organisation can profit from our experience and knowledge in this industry that allows us to identify any relevant problems in your sales IT systems and to offer pragmatic and practice-oriented solutions. The great number of successful projects carried out with our support in the sales sector is testimony to a real understanding of the problems to be tackled and will also form the basis of successful work in your projects.