Reference Pantaenius Versicherungsmakler GmbH
Pantaenius Versicherungsmakler GmbH, a leading insurance broker for mid-sized businesses, understands the priorities of its clients: professional advice that inspires complete confidence. To better cater to the individual wants and needs of clients, the progressive northern German business employs the CAS genesisWorld CRM solution as its central organizational platform.The company, headquartered in Hamburg, has enjoyed a unique success story since 1899. The team is not only part of a long-standing family business, but also well-versed in the digital future. To replace outdated, paper-based processes, the company sought a modern organizational structure.
We were looking for a provider who shares our SME spirit and speaks our language and CAS Software fits the bill perfectly.
Sebastian Papke, Team Leader IT Projects and CRM Project Manager
The success story at a glance
Requirements and goals
- Organization of sales: Prepare data of both current clients and prospects systematically and consistently
- Structure project management, optimize processes
- Enhance the process of acquiring new clients
- Identify and optimize sales opportunities
- Automate resubmissions and facilitate client recovery
Benefits and advantages
- Improved transparency and optimization of internal collaboration: simplified project work through shared filing structures and personalized views
- Efficiency: automated reminder function enables resubmission, etc.
- Increase in revenue: through optimized sales management and improved controlling
- Faster information and better advice: thanks to a 360-degree view of the client
- Organized cooperation: more structured meetings with insurers and cooperation partners
- Optimization of external processes: mapping of all communication channels, structured representation of meetings
Industry
Banks/Finances/InsurancesCustomer since
2016Website
www.pantaenius.euSupporting partner
CAS Software AG, KarlsruheCAS 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.
Start today with your CRM success story
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