For whom?

This application is designed mainly as a tool of work for insurance agents. Moreover, it is useful in any activity of a similar type: it supports the work of bank agents, sellers, representatives and their managers and helps supervise and coordinate their activities.

Main benefits:

A platform facilitates to a large extent a contact between a seller and a client, contributing to the reduction of costs, through limitation and better planning of direct meetings. Users of the system also have at their disposal functions facilitating the contact and exchange of information between employees. All of this is done in order to sell better with more efficiency and, therefore, more profitably.

Functionalities:

These applications serve as a platform, available only through its WWW site. After having logged on, each user may make use of many tools, supporting his/her work. Embedded functions enable transferring of part of the activities from procedures organized in a traditional way to the Internet environment. Moreover, such solutions that are able to be made use of only through the WWW network are made available.

For coordinators of activities of representative enterprises a special module enabling communication with employees and control of their activities is prepared. Through suitable panels a manager can observe the quality and quantity of work made by individual employees. The possibility to report, make accounts from a time perspective and divided into work of specific agents are additional tools in the hands of personnel management.

One of the most important parts of this application is a module making use of electronic mail. Currently, a traditional model of the system of personal sale, being based on telephone conversation and contact of a seller with a client, have been broadened into contact e-mail. Electronic mail is an indirect element in a system between a telephone conversation and an direct meeting. This way you can direct your clients to present offer available on the Internet.

A system supporting management of personal sale brings about an increase in income in a short time through the greater organization of sales activities and reduces costs thanks to the coordination of sales cycles.