Project ID: 5786 | Branch group: Financial Services | Branch: insurance
Further development of a CRM system
Project start/end: 01.02.2020 - 31.05.2023
Short description:
Further development of an existing CRM system, functional expansion, bug-fixing, connection of various portals and newly developed web services, ordering and adaptation of digital customer services.
Supplement:
Stable operation of a CRM system and its needs-based functional extensions are the main part of PTA role in this project.
Technical description:
As part of the digitization offensive, possibilities are being created in CRM to call up new web portals for tariffing, claims reporting and data management purposes from the customer dialogue or contract, to display policies concluded in the web portals and claims reports in the CRM, to display and adapt existing digital customer services and order new ones.