Insurance sales

Insurance customers are constantly changing - and so are their requirements for products and services. The introduction of online sales channels, the establishment of own digital brands or cooperations with comparison portals are therefore frequently used approaches to supplement personal sales in order to meet the growing digital demands of customers.

Additional changes are resulting from regulation. The IDD is the latest of many examples of the increasing demands placed on insurance sales and their employees.

Sales is more than just contacting customers and taking out insurance policies in accordance with regulatory requirements. It is also the integration of different sales channels through a target-oriented omni-channel approach, ensuring that employees and sales partners receive performance-related remuneration and are supported by an efficient sales organisation.

The targeted and sustainable organisation of these and other aspects is part of the overarching sales strategy.

In our previous projects, we have worked with our clients to develop successful and sustainable sales strategies, establish suitable remuneration and management systems and set up sales organisations. The identification and integration of new sales channels is also part of our accumulated project experience - always taking into account existing and foreseeable future regulatory requirements.

Our experts will also develop suitable project approaches and solutions for your company as a basis for your future sales success. Please feel free to contact us.