WM Sales Insurance - Sales Force for insurance companies


Each insurance company manages its business in a different way, with its own logic and portfolio, with different formulas and variables for elaborating quotations. Due to their complexity and constant changes in numbers and percentages, calculations were one of the most difficult tasks for Commercial Agents. Also, this linking process had been centralized inside the company systems, where the consultants did not have remote access when they were on the field; as a result, a longer process and loss of productivity. Supported by technology and communications, WM has developed a sales force solution tailored to insurance companies.   WM Sales Insurance is a mobile solution that operates on any portable device, and lets automate the operations of Commercial Advisors in Insurance Companies, in the placement of their service portfolio. Integrates the newest technology (Maps, GPS, GPRS, etc.), enables calculations, updating figures and gives access to business systems and ERP; although it operates off-line and connects only when is required to consult or send information to the Central System of the company.   Benefits:  • Performs calculations on the portable device.  • Creates new customer in the database.  • Automates the collection of customer information, eliminating typing errors and document processing.  • Improves the quality and flow of information between the sales process and associated systems.  • Gets a better understanding of customers, with real-time information from the market status.  • Increases salespeople’s productivity.  • Exerts control visit.  • Improves customer service.  • Minimizes use of paper.  • Eliminates downtime during the process.  • Eliminates billing errors and control processes.  • Increases the positive image of the company.  • Improves the level of competitiveness in the market.