Client in the spotlight
CRM cloud software

Dedicated to sales teams in financial, insurance and investment industries. RODO and IDD compliant.

Looking for an implementation? Request a demo

We understand needs of insurance, financial and investment industries as no one else.

How do we know that? We have been active participants of insurance and financial markets for over 10 years. Our team consists of former financial advisors and the best IT specialists.

Service Your Clients

All the information about Clients concentrated in one place. Use our 360º view and sell more!

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Settle commissions 

Accounting commission expenses for sales and importing reports from Insurance Companies.

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Manage your team

Set goals and targets and control the realization. Full control and all information in one place.

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Due to our experience, we help more than three thousand Users to provide flexible customer services every day.

Berg System has gained great realiance in Banks, Insurance Companies, Multi-agencies, Brokerage Houses, Debt Counseling Services, Leasing Brokers , Loans and MLM. Most commonly recommended tool among the consultants and insurance agents.

CONTACTS

Leaking clients?

Storing data in Excel files, Inbox, Phone or Calendar makes customer care harder.

Order your Client’s database, save precious time and work compliant to GDPR.

Commission settlement

Errors in commission settlement?

Automatize commission settlement process using easy import feature. Avoid errors in settlement and everyone gets commission on time.

SALES PROCESSS

Does your Clients wait for offer for a long time?

Using Sales Process module you can see all your chances at glance. Divide process into steps and tasks and make an action-plan – from potential client to signed contract.

GDPR

Cannot sleep afraid of complicated regulations and expensive fines?

All our tools are compliant with GDPR and IDD.

You are in capable hands

Clients use our services, because we used to work as insurance agents and financial consultants for years. We speak insurance language. This is exactly why we understand our Clients’ needs. We are are part of insurance agents’ community. Due to our working in partnership and experience, we created the best tools that support sales of insurance, credit and investment products.

There are few facts from us and our Clients:

5 lat
We’ve run the business constantly since 2010
languages
2800 +
users in Europe
# 1
in Poland for Agencies
75 %
insurance policies renewed
25 MLN
M - the value of commission settled monthly by the System
%
Growth of our customers’ sales
20000
New sales opportunities (per month)

First experience with Berg System?

Start with setting up a free presentation with our specialist. Fill the form.

Develop your skills with us

We unveil the best practices on to You and Your Team. We will show you the best ways to bring in new clients and increase customers’ retention.

SLAThe best customer services and telephone contact

SLA99,8% SLA in last 12 months

SLASystem is secure and meets GDPR requirements

Sprawdź jak wdrożenie Berg System pomogło naszym klientom zwiększyć sprzedaż