100 brokers served by the Berg System
Number of users: from 100 do 500
It has been using since: 2016
Expectum Group is an independent integrator in the insurance market. It has its own nationwide sales network. Currently, more than 100 intermediaries are connected with the Expectum Group. It offers a wide range of products: from motor insurance, open group insurance, through life insurance to pension products. It also offers solutions for companies as well as financial products such as loans and leases. It cooperates with the largest insurance companies in Poland and abroad. Behind the Expectum Group there is a dozen or so years of tradition. The company is developing at a very fast pace. Turnover is growing by more than 50 percent year on year. Since the beginning of 2016, the Expectum Group has been using Berg System software.
The development of the Expectum network was strongly limited by the fact that the company used a system that was not adapted to the insurance industry. The commencement of cooperation with a new intermediary entailed a significant increase in administrative services related to the calculation of commissions. Moreover, the previously applied solution did not allow for structure, i.e. making only the contacts available to each member of the team.
- The previous CRM was not adapted to the insurance industry, no possibility of implementation in intermediaries
- It is not possible for the system and client information to be made available on-line to Agents
- In the previous CRM there was no commission settlements module
Concerns about the implementation
Insurance business is quite simple. You need to keep an eye on the steady growth of new clients, keep an eye on renewals, and work with existing clients to upsell them new products. In the future, we want to make sure that our revenue structure is based as much as possible on client service and upselling. We aim to reduce the share of looking for a new client in our sales portfolio. A good CRM system allows us to do that.
Commission settlements, which previously occupied two office workers full-time, are now performed within a few hours and do not require specialist IT knowledge. For this purpose, the Import Module was used, which in Berg System supports all types of settlement files from insurance companies.
Summarizing the business effect:
In the case study of the Expectum Group, the effects of the Berg System can be realistically assessed. First of all, the data refer to the year of cooperation. Secondly, the data refer to a large group of 100 intermediaries.
- Implementation of the on-line system in intermediaries (previously impossible)
- Adaptation of the sales process to the requirements of the insurance industry
- Saving time necessary for the administration of settlements
- Increasing the average number of products purchased from the customer to 4
- Renewals at 93%