Salesbook will help you analyze the customer's needs and automatically select the appropriate policy. It will also support you recruit and onboard agents making them effective from day one in their new job.
You will quickly analyze the customer's needs and the data will be automatically saved in the CRM system.
Based on the analysis of the customer's needs, the application will calculate the amount of premiums and select the appropriate policy.
Sign your policy agreement directly on your tablet or remotely via SMS.
After the meeting, we will automatically send the client a summary containing the contract and other documents.
All meetings with customers and the information collected from them will be immediately visible in the CRM system.
The process of recruiting agents will become easier and attractive for the candidate. You'll build your network faster.
Agents have constant access to sales materials, a standardized process and training.
You always have access to all information and policies of a given customer in one place.
Forget about manually calculating the commission for each agent separately. Our app will do it for you.
You can easily and quickly collect all the necessary data from the customer, including GDPR consent. They will be automatically saved in the internal CRM system or may be sent to another (your) CRM platform.
You can define your own interview questionnaire, which you can then use to collect the information necessary to perform the analysis of the client's needs.
Based on the information obtained during the analysis of the client's needs, our application will select the appropriate policy offer, which you can immediately present to the client during the meeting.
The customer can sign the contract for the selected policy immediately during the meeting (on a tablet) or at any other time (remotely, via SMS).
Right after the meeting with the client is over, the system will automatically send him a summary in the form of an e-mail, in which you can attach the necessary documents.
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Any questions? Feel free to contact us.+44 203 807 0179
Our Customer Care Department is available from Mon. to Fri. 9am - 5pm CET.
We support inquiries, processes of configuration and use of Salesbook app, as well as billing and technical issues.