Unum streamlines the analysis of customer needs during a sales meeting

"Thanks to the new tool, it was possible to improve the client's experience during a meeting, standardize the advisory process and implement mechanisms improving its quality"

- Robert Gowin, Member of the Board, Unum Życie

24 Aug 2021
Client Country Company size Products
Unum Życie TUiR S.A.PolandOver 400 peopleSalesbook Insurance

Unum streamlines the analysis of customer needs during a sales meeting


The company was looking for a solution thanks to which it could improve processes related to sales, customer needs analysis and customer service. The management set a goal to improve the sales conversation and the sales experience, mainly through a simple and transparent presentation of the company itself, its offer and a vivid explanation of the insurance products offered.


The company has provided all its agents -the so-called Life Protection Advisors -with tablets configured to explain various insurance solutions in a transparent and readable way to the customer and to collect information about the customer's needs and preferences. A person meeting a potential insured person starts with presenting the company and its history, then presents himself and proceeds to analyze the client's needs and explain the offer.


Salesbook at Unum Życie is a modern, intuitive and simple solution that offers several benefits for customers and the company, itself. Thanks to the new tool, it was possible to improve the customer's experience during the sales meeting, standardize the commercial process and implement mechanisms improving its quality.

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