Extension and modernization of consulting software for insurance agents

Among other things, the IDD defines information duties for insurance representatives in consultation meetings. Against this background, numerous adjustments are being made to the consulting and sales tool. For example, a business card configurator can be used to digitally display the business card in IDD-compliant, prominent form for all representative types of the client's organization. The consulting documentation generated by the tool, which represents a summary of the conversation content and the representative data, is completely revised for legal and natural persons. Updating the consulting software with regard to IDD is a prerequisite for the customer to be able to expand his position as market leader in accordance with European law. In this context, the consulting tool is the starting point for any future consultation. The new design and the improved user experience ensure a modern and modern appearance of the customer.