Your Personal Advisor
Jözsef Benkö
email: jozsef.benko@campi.cz
Relevant Services
Sales management system
Activity management system
Coaching
Motivation system
Marketing campaigns support
Cross-sell management
Branch location
After-acquisition alignment
Solution Guide
Insurance
Specifications of the Insurance Sector
Effectiveness of sales activities in the insurance field can be simply measured by the ratio between the number of insurance agents, number of sold policies and the insurance rates of a policy.
This creates an ideal example of using the AMS. The difference between the financial success and an average result is dependent on the agents' selling activities.
Even though this model is theoretically well known, it still lacks a better practical usage.
Following are parameters identified as important in the insurance field. Their improvement usually brings significant results.
Note: Please contact insurance agents for more detailed information pertaining to each individual company.
Life / Other Insurance
- Ratio of active and passive agents
- We are able to increase the number of active agents by 11-20%
- Effectiveness of hiring new agents
- Single agent productivity
- We are able to increase productivity by 20-30%
- Annual policy rates
- On average, we raise it by 10-25%
- Motivation system
- Activities, sales results, other data
- Point system
- Agents and managers linked motivation
- Cross-sell management
- Portfolio management
- Activities management system
Retirement Reform
Campi as one of a few companies implemented a practical project for developing sales management system before and during the retirement reform in Slovakia. For more information, please contact retirement reform specialist.