Insurance and Mortgage Sector
The large trend in the insurance and mortgage sector is following the change in legal environment and the restructuring of the sales outlets. Set consultation quality and consistent sales standards are independent of a sales channel’s guarantees. The sales efficiency across the field is a further important point for insurance companies.
Qualiance secures the quality of consultation through measurement, providing assistance in developing strategies, and ensuring that the implementation of these changes is followed in the generally de-centralised sales outlets.
Project examples
- Process and field specific measurement of customer satisfaction with customer surveys for an insurance company
- Measuring the internal satisfaction with external sales partners, agencies, and internal sales partner surveys
- Measuring the quality of consultation with consultation tests, breaking down the results according to sales regions and assisting in the de-centralised development implementation policies
- Conducting a representative quality study of sales strategies for retirement provisions- amongst 15 insurance companies
- Development and implementation of a statement of accounts. Concept development for co-management of quality data from a variety of sources, definition of quality parameters and the possibility of measurement. Responsible for the numerical documentation
- etc.
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