Reference gvp Gesellschaft für Versicherungsprüfung
gvp specializes in corporate insurance consulting and the management of major claims events.
Once we decided on CAS Consulting as our new CRM, we were impressed by the short introduction that the itd Quick Start provided. It allowed us to start working productively right away and, since then, we’ve been continuously optimizing the solution in line with our needs based on our growing experience.
Tobias Grauling
The success story at a glance
Requirements and goals
- Goals and requirements
- Replace the old CRM
- Streamline and integrate claims processing
- Provide time tracking for respective claims processes
- Manage vacation times
- Enable mobile availability
- Visualize billing processes
- Provide overviews of travel expenses per respective project
- Reporting
- Ensure a short implementation period for the CRM
Benefits and advantages
- Provides modern CRM processes
- Increases efficiency through streamlined processes
- Provides overviews of all ongoing claims processes
- Provides solid decision-making foundations, e.g., by analyzing costs per claim for profitability monitoring
- Enhances professionalism with live data during customer visits
- Digitizes the entire billing process
- Enabled productive work quickly with the itd Quick Start
Industry
Banks/Finances/InsurancesCustomer since
2020Website
https://g-vp.deSupporting partner
itdesign GmbH, Tübingen
Read the full success story here
Reference Report
CAS genesisWorld
The powerful CRM solution
CAS genesisWorld is the complete customer relationship management solution. It's so flexible that it can be tailored precisely to your needs and so powerful that you can get started straightaway – CAS genesisWorld can be seamlessly extended as your business expands. A range of smart modules and interfaces means that there is a solution for every requirement. CRM means that you can concentrate on your core businesses, while CAS genesisWorld deals with your processes.
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