Cross-selling and Up-selling

Reach to Client with offer that he needs in this moment.


Mail notifications

Notifications directed to a whole team, that lets you know what’s happening in your team and company. You will forget about policies’ renewals or other important events from Client’s life never again.


SMS notifications

Due to SMSAPI integration, you can inform your Client about a deal’s termination or remind of an installment’s payment period automatically. You can also surprise your Customer nicely by giving him best wishes on his birthday. Create your own SMS content and add company’s or trader’s name let your Client know from whom the message comes from.


Client segmentation (tags)

Add your own tags to Customers. It’s up to you how you name them: children, V.I.P., holidays, credit and so on. That will let you search your database to find groups of Clients that fit the Customer profiles you’re looking for, the ones that respond a submarket you defined yourself.


Competing products

Information is for an advisor just like a sword in warrior’s hands. If you know what products your Client has (the ones he bought from you, but also the ones he bought from your competitors) and when they are about to be terminated, you can contact your Customer just in time to present your offer and win him.


Keep taking competing products and winning Customers back

Did a customer buy a product from your Competitors? Set a notification to come back to him with an offer in the right moment and win back the deal you lost.



It operates on all sorts of products

The System operates with all insurance, financial and investment products.


Full flexibility in setup

Add your own fields and forms


Filled fields validation

Require filling in blanks


Comprehensive settings processes

Business processes and sales funnels created flexibly


GDPR & Security

GDPR compliance. Security level comparable to a banking systems’ one.


Access from any device

Access from any device


Different access permission for each employee

Different access permission for each employee



Integration with tools you already use!

See how Berg System's implementation helped our customers to improve their sales

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